Browsing Tag
Retirement
2367 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.
Plans with Automatic Features Boast Stronger Account Balances
401(k) plans with auto features have higher account balances of $50,000, reports BoFA
SDBA Balances Rebound for Q2
Average account balances increased 8.1% year-over-year, according to Schwab
Social Security Plays Bigger Role for Lower-Income Households
Over half of those with a household income of less than $50k say Social Security will be their primary source of income in retirement
Investors Turning to Alts as Confidence in Stock Market Declines
Still, Americans reports continued concerns with alternatives like limited knowledge and potential risk, Alto finds
The Action Plan: New Lincoln Financial Series Helps Retirees Pursue Passions
Famed podcaster Rich Roll hosts limited series with episodes featuring Andre Agassi, Walker Hayes, Sarah True and Morgan Housel
Holly Knight’s High-Profile Move to Alera Group
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent…
New Michigan Bill Would Create State Auto IRA
If enacted, Michigan would join 15 other states with automatic IRA programs in place
HUB Announces Pooled Employer Plan Option
The new PEP helps expand access to 401(k)s for small businesses
2023 401(k) Champions Announced
Three plan participants received $1,000 and the title of 401(k) Champion
Many Want to Work with a Financial Professional—But Aren’t
Americans worry advisors will try to sell them products or judge them