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.
The Dilution of the Retirement Plan Fiduciary
In recent years, the term “fiduciary” has been tossed out like parade candy. Is my broker a fiduciary?…
3 ERISA Problem Areas Vendors Can Help With (Now!): Qualified Plan Fiduciary Summit
“From a practical standpoint, what are vendors worried about with their plan sponsors and participants?” Sarah Simoneaux rhetorically…
Will Biden’s Proposed 401(k) Tax Deduction Change Fly in Congress?
Bipartisanship was heavily emphasized in a webinar discussion about what will likely happen with retirement legislation in the…
Fiduciary Benchmarks Rebrands, Realigns to Expand Offerings
Fiduciary Benchmarks (FBi) announced that it is rebranding itself as Fiduciary Decisions (FDI) in recognition of the expansion and broadening of its mission and service offering.
Why It’s A New Day for Annuities in 401(k)s
The SECURE ACT was passed in December 2019, paving the way for substantial changes in the retirement industry.…
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…