Browsing Tag
Retirement
2371 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.
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
Ascensus CEO David Musto Explains Blockbuster Newport Group Merger
Musto will serve as CEO of the combined company
University Programs in Fiduciary Studies Announced
'Currently, no university offers programs to support the critical leadership and stewardship roles of these key decision-makers'
Fi360 Announces Formation of ‘Lifetime Income Consortium’
Nationwide and Alliance Bernstein have already committed
November Top Advisor by Participant Outcomes (TAPO)—David Stofer
ASK DAVID STOFER for an example of when he absolutely delivered for a plan sponsor and its participants—a…
401(k) Cashout Leakage, Auto Portability Featured in Senate Committee Hearing
Committee Chairman Sen. Bob Casey, D-Penn., and Ranking Member Sen. Tim Scott, R-SC, focused on the importance of strengthening our retirement system