Browsing Tag
Retirement
2319 posts
Workers (Really) Like 401(k) and Defined Contribution Plan Features
Most Americans are confident that 401ks and other defined contribution (DC) retirement accounts can help meet their retirement…
The Stretch IRA Went Away With The SECURE Act—Here Are Other Options
While not its own type of IRA, a stretch IRA had been a go-to strategy for estate planning…
It’s Like 401(k) Groundhog Day in America—Again
The 401(k) is 40-plus years old. We’ve progressed but we haven’t come close to reducing racial and ethnic…
IRS Extends Tax Deadlines, Provides Relief for Texas Storm Victims
The Internal Revenue Service (IRS) announced on Monday that victims of this month’s winter storms in Texas will…
Episode 20: NBC Financial Editor Jean Chatzky on Defining and Measuring Financial Wellness Success
Sponsored By: Is financial wellness actually working and is the general public even familiar with the term? Jean…
Retirement Readiness: How Plan Participants Are Faring in 2021
How are 401(k) participants reacting to all that’s happening, and how does it compare with the complexities of…
Two TAPOs Team in Latest 401k Firm M&A Activity
Merger mania continues. OneDigital Investment Advisors announced has acquired Atlanta Retirement Partners (ARP). OneDigital says it pursued the…
Top 10 401k Plan Loan Myths, Misdirections and Misrepresentations
On Tuesday, February 16th, I listened to an Employee Benefits Research Institute webcast on financial wellness. The speakers…
One Simple Trick to Radically Boost Financial Wellness
As a 401k plan sponsor, how would you like to radically boost your participants’ financial wellness, increase your…
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial