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.
PRESTON’S PRIORITIES: An Insider’s View of Retirement Regulation
The SECURE Act, ESG, missing participants, private equity, the fiduciary rule—there are A LOT of issues with which…
401k Litigation Spike Spurs Trend in Fiduciary Outsourcing
If it seems like just about every week you hear about another lawsuit being brought against a 401(k)…
DOL Releases Cybersecurity Guidance for 401(k) Plans
The second guidance release in as many days from the Department of Labor covers best practices for maintaining…
Department of Labor Issues Guidance on 401k Fiduciary Rule
In what seems like déjà vu all over again, the U.S. Department of Labor’s Employee Benefits Security Administration…
401(k) Trading was Heavy During Capitol Riot, Quickly Calmed
“Amid a volatile but rising stock market, 401(k) investors were light traders and content to watch their balances…
Will Social Security WEP Ever Be Fixed? Does it Need to Be?
House Ways and Means Committee Chairman Richard Neal, D-Mass, reintroduced legislation in early April to “fix” the Windfall…
How to Increase ESG ‘Appetite’ Among Investors
There are several disconnects between the way financial advisors implement environmental, social, and governance (ESG) investing with their…
Episode 23: Jake Rushton Gets Real About Roths and Higher Taxes on the Horizon
Sponsored By: Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing…
4 Ways to Raise the Bar on a Defined Contribution Plan
Employers and their consultants have a difficult line to walk. You have to balance complex fiduciary responsibilities with…
Can a 401(k) Fiduciary Rely on Luck?
This may sound like a flippant question at first blush, but it draws attention to the difference between…