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.
Target-Date Fund Assets Up, Flows Down
Assets grew but flows slowed, making for good and bad news about target-date funds in the difficult year…
Full Economic Recovery Will Take 6 Years for Women of Color
We know that the COVID-19 pandemic has negatively impacted women’s personal finances, but just how bad was the…
GAO to DOL: ‘Provide 401(k) Cybersecurity Guidance’
Cybersecurity risk in 401(k) accounts is a growing problem, and now the Government Accountability Office (GAO) is telling…
Sustainable Scam: Is ESG About Responsibility or Higher Fees?
Environmental, social, and governance (ESG) investing is all the rage, but understanding why large asset managers have embraced…
How to Maximize HSA Value for Retirees
HSA retirement savings let retirees cover healthcare costs tax-free, including Medicare premiums, maximizing long-term financial security.
Biden’s DOL Scraps Trump Era ESG Rule
The Department of Labor’s Employment Benefits Security Administration (EBSA) announced Wednesday that it will not enforce recently published…
FI360 Vet Matt Wolniewicz Joins Income America, a TDF with a Guarantee
Fi360 ex-president Matthew Wolniewicz has been named president of Income America, a new in-plan target-date series featuring guaranteed…
Episode 1: ‘We Won’t Have Successful Retirement Outcomes Unless …’
Brian Hartstein, Director of Corporate Development with Bayntree Wealth Advisors, literally grew up in the retirement plan space,…
Evaluating Target Date Funds Is A 401(k) Fiduciary Responsibility
Surveys show that the overwhelming majority of 401(k) plans offer target date funds as part of their investment…
Biden Stimulus Would Cap 401(k) Plan Contribution Increases
Retirement plan advocates are concerned about provisions included in the $1.9 trillion American Rescue Plan Act of 2021,…