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.
Majority of Small Business 401k Plans Still Pay Hidden Fees
Why don’t more small businesses offer a 401k to their employees? This might be the reason. Despite a…
May Top Advisor by Participant Outcomes (TAPO)— Syed Nishat
Using 401(k)s to Aid Frontline Workers Burnout was a significant issue in 2020, especially among front-line healthcare workers…
Millennials Underestimate Retirement Needs
Millennials' retirement confidence may be based on a serious misunderstanding of how much they actually need to live on, study shows.
Long Time Coming: Why Transamerica is Well-Positioned for the Pooled Plan Wave
We wanted to talk about PEPs, but Deb Rubin corrected us, and for a good reason. “When anybody…
Investors Actually Do Carefully Consider Fees and Expenses
In something of a surprise, given the perceived ignorance on the part of the general public about investment…
Employee Financial Wellness Can’t Wait Any Longer—Here’s Why
The 2021 SmartDollar Financial Wellness Benefits Study, conducted by Ramsey Solutions, looks at survey data from benefits decision-makers…
Ascensus Bought by Private Equity Group, Sovereign Wealth Fund
Ascensus announced Monday that Stone Point Capital, the Greenwich, Conn.-based private equity firm specializing in financial services, and…
Women in Pensions Network (WiPN) Rebrands to Reflect Evolving Industry
WiPN is now WIPN after rebranding itself from Women in Pensions Network to WE Inspire. Promote. Network. Founded…
Peter Mallouk Launches Financial Education Center in Low Income Area
The country’s wealth gap is a perennial problem, one exacerbated by the COVID pandemic. A lack of access…
Why the Case for 401(k) Auto Portability Just Got Stronger
The case for auto portability, the new 401(k) plan default feature that automatically transfers small-balance retirement savings when…