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.
Transamerica, FuturePlan Team for New Pooled Retirement Plan Solution
FuturePlan serves as the third-party administrator and 3(16), while Transamerica is the plan’s recordkeeper
Why Cash Balance Plans are Sophisticated, Effective and Incredibly Frustrating
'It's going to be a hot topic for many years to come,' says Jake Rushton
Graff’s Path: The ARA CEO on Bipartisanship, the Coverage Gap and What’s Next for the Organization
Graff joined us to discuss his anniversary and his achievements but true to form he preferred to keep the focus on the ARA.
Creative Planning to Buy Lockton’s Retirement Business
It's the latest deal to fuel the 'extraordinary' growth of the retirement firm aggregators over the past five years
The Re-Monetization of Retirement Plans with Managed Accounts
It’s advisable to monitor the outcome of recently filed litigation
House Committee Introduces New ‘RISE’ Retirement Plan Bill
The bill would establish a retirement plan "lost and found" with the DOL
401(k) Trading Light Despite Record Markets
Investors tended to be in profit-taking mode
ESG Investing Momentum Builds as Leaders Meet in Scotland
New research finds that 21% of individual investors currently employ ESG strategies
Black Women Report Trouble Finding a Financial Advisor to Trust
It’s especially concerning given that Black women play a prominent earning and financial role in Black households
‘Christian Advisor’ Gets 3 Life Sentences for Stealing Retirement Funds
He promised investors they would receive guaranteed, risk-free returns ranging from 5% to 8% per year