Browsing Tag
Retirement
2367 posts
Retirement, as defined by the law, encompasses two distinct aspects. Firstly, it refers to the voluntary fulfillment of an obligation or payment of a debt. Secondly, it involves the act of giving up one’s work, position, or professional activities.
Pandemic-Related Savings Reveal Worker Contradictions
A survey found reduced levels of worry, possibly correlated to pandemic-related savings—lower commuting, entertainment, leisure, and travel expenses
Pension Plans Cheaper than 401(k)s, Report Argues
'The cost differences are a key consideration for employers and policymakers'
The Wall Street Journal Takes Aim at Target-Date Funds
Is the advisor desire to use higher-cost managed accounts fueling TDF criticism?
4 Reasons Why 401(k) Auto Portability is Inevitable
'I’ve never been more confident about the prospects for auto portability than I am right now'
Okay, Boomer: Why Behavioral Finance is No Longer Cool
A recent Twitter thread drew attention to the Nobel Prize-winning discipline's shortcomings, and received quite a bit of attention itself
401(k) Market Minute: Will Hackler Announced as TAPO, Ric Edelman’s Predictions and More
Here's what's happening this week
Bob Doll’s 10 Predictions for 2022: Politics, Pandemics, and Inflation
'2022 will likely be more challenging for investors,' Doll writes.
2022 World’s Best Place to Retire Is…
International Living is out with its latest list of the best foreign countries for Americans to retire comfortably and affordably, and a Central American powerhouse is back on top
January Top Advisor by Participant Outcomes (TAPO)—William Hackler
How Complacency Kills a 401(k) Business Will Hackler never sat around waiting for things to happen. Maybe it…
Pooled Plan Filing Requirements Added to Form 5500
Form 5500 instructions have been amended to make clear that a pooled employer plan is a multiple-employer plan that files a single Form 5500 Annual Return/Report