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.
Social Security COLA Estimates Rise Sharply on Inflation News
The U.S. Bureau of Labor Statistics released the latest Consumer Price Index (CPI) and—as expected—it reflected increasing inflation.…
‘Modern’ HSA Investment Solution to Be Launched by Alegeus
Alegeus announced Wednesday that it will launch its modern HSA investment solution in mid-June. An extension of the…
Americans Really Like Sustainable Investing, and Are Ready to Act: Survey
Sustainable investing is top of mind with Americans despite the ongoing volatility of the past several years. In…
The Strong Case for a Retirement Savings ‘Lost and Found’
Past proposals for an Office of the Retirement Savings Lost and Found (Lost & Found) offered good examples…
KYC: 5 Common Retirement Plan Committee Traits
Different personalities and styles make for different retirement plan committee meetings, yet a survey by the Plan Sponsor Council…
Why the Best Performing 401(k) Target-Date Funds are Riskiest
Several years ago, I developed a Prudence Score for target-date funds as an alternative to Morningstar and fi360…
401(k) Savings, Account Balances Grew During Pandemic
Closed restaurants and movie theaters meant more disposable income for retirement savings during the pandemic. T. Rowe Price…
June Top Advisor by Participant Outcomes (TAPO)—David Kulchar
A Defined Contribution Concierge Is it possible to be too good at what you do? David Kulchar comes…
A 401(k) Rollover Reckoning
Just before Christmas, the Department of Labor adopted a rule that reinstates the five-part test to determine what…
What a Volatile 2020 Taught Portfolio Managers About 401(k) TDFs
Target-date funds were created with long-term investing in mind, designed to withstand the ups and downs of the…