Browsing Tag
Retirement
2319 posts
6 Barriers to In-Plan Retirement Income Adoption
Annuities have been part of successful individual retirement income strategies for a long time. But the adoption of…
Are PEPs ‘Instrumental’ in Closing the 401(k) Coverage Gap?
Public policy advocates and market practitioners believe Pooled Employer Plans (PEP) could be instrumental to helping close the…
FINRA Again Postpones In-Person Arbitration Due to COVID
In response to the evolving coronavirus disease (COVID-19), FINRA has decided to administratively postpone all in-person arbitration and…
January Top Advisor by Participant Outcomes (TAPO)—Brian Hartstein
Raised in Retirement Plans “I’m an intense guy from New Jersey, so I speak very quickly,” Brian Hartstein…
No Improvement in Pension Funding Despite Stock Market Rise
The funded status of the nation’s largest corporate pension plans started and finished 2020 at the same level.…
How the Consolidated Appropriations Act Effects Retirement Plans
The Consolidated Appropriations Act, 2021 generally provides the annual funding for the federal government and also contains several…
Trump Names Elad Roisman as New SEC Chair
The Securities and Exchange Commission today announced that President Donald Trump designated Elad L. Roisman as Acting Chairman…
Top 401(k) Best Practices Story of 2020: A Plea for More Roths
Don’t blame us, we just work here. The most-read story on 401(k) best practices in 2020 involved controversial…
Top 401(k) Political Story of 2020: Will Biden Swap Tax Breaks for Credits?
He’s slowing his roll on a number of issues now that the election is behind him, but what…
Top 401(k) Client Acquisition Story of 2020: Best/Worst States to Retire
Blacktower Financial Management Group released an interesting report all the way back in June (which feels like a…