Browsing Tag
Retirement
2366 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.
Investment Return Expectations Exceed Pre-Pandemic Levels
A new survey says that U.S. investors may have unrealistic views on future investment returns. Here's why.
DOL to Act on Credit Rating Use in 401k Fiduciary Decisions
Should credit ratings be used by fiduciaries when making investment decisions for retirement plans? As a result of…
A Target-Date Fund Recommendation to Congress
On May 6, 2021 Senator Patty Murray, D-Wash., Chair of the Health, Education, Labor, and Pensions (HELP) Committee,…
401k Assets Totaled $6.9 Trillion in First Quarter
Retirement account balances continued their post-pandemic recovery in the first quarter, up 1.8% from December, and totaled $35.4…
‘Lay Fiduciaries’ Are Managing Retirement Plans and It’s a Problem
There are 17.5 million men and women, including “lay fiduciaries”, who bear the legal responsibility for managing the…
Episode 5: Using 401(k)s to Help Frontline Workers
This week, we’re joined by Syed Nishat, a Partner at Wall Street Alliance Group, which has a strong…
Why the Time Is Right for Plan Sponsors to Revisit Stable Value
Tony Luna was happy to elaborate when asked about stable value strategies currently when compared with where they…
New Research on Attitudes, Behaviors of Women in the Retirement Industry
Connections do in fact yield new opportunities, demonstrated by the finding that networking helped one in three female…
Vast Majority of Americans Believe Retirement Security is a Problem
A new report from policy and advocacy organization Economic Innovation Group (EIG) surveyed American voters and found that…
Department of Labor to Change Definition of Fiduciary
Fiduciary Rule Definition Change proposed by DOL and EBSA to update investment advice standards for employee benefit plans and IRAs.