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.
‘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.
Post-COVID, Retirees Feel Optimistic, Have a Sense of Purpose
After a tumultuous year upended the lives of countless Americans, a new study finds that the pandemic experience…
Why a More Holistic View of Retirement is Emerging
Retirement today feels “less cookie-cutter” than it used to be, according to a new Franklin Templeton survey. Most…
How 401k Plan Design Outperformed During the Pandemic
As expected, target-date funds and smart plan design features—including automatic enrollment, automatic escalation, and others—helped 401k participants stay…
TILT’s Jamie Greenleaf Joins the Center for Board Certified Fiduciaries
Jamie Greenleaf, Founder of TILT, joined the Center for Board Certified Fiduciaries (CBCF), a group of fiduciary experts…