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.
Retirement Savings Crisis: Access Isn’t the Issue, Prioritization is
State IRA retirement savings initiatives are designed for workers who don’t currently have access to an employer-sponsored retirement…
Workers (Really) Like 401(k) and Defined Contribution Plan Features
Most Americans are confident that 401(k)s and other defined contribution (DC) retirement accounts can help meet their retirement…
The Stretch IRA Went Away With The SECURE Act—Here Are Other Options
While not its own type of IRA, a stretch IRA had been a go-to strategy for estate planning…
It’s Like 401(k) Groundhog Day in America—Again
The 401(k) is 40-plus years old. We’ve progressed but we haven’t come close to reducing racial and ethnic…
IRS Extends Tax Deadlines, Provides Relief for Texas Storm Victims
The Internal Revenue Service (IRS) announced on Monday that victims of this month’s winter storms in Texas will…
Episode 20: NBC Financial Editor Jean Chatzky on Defining and Measuring Financial Wellness Success
Sponsored By: Is financial wellness actually working and is the general public even familiar with the term? Jean…
Retirement Readiness: How Plan Participants Are Faring in 2021
How are 401(k) participants reacting to all that’s happening, and how does it compare with the complexities of…
Two TAPOs Team in Latest 401k Firm M&A Activity
Merger mania continues. OneDigital Investment Advisors announced has acquired Atlanta Retirement Partners (ARP). OneDigital says it pursued the…
Top 10 401(k) Plan Loan Myths, Misdirections and Misrepresentations
On Tuesday, February 16th, I listened to an Employee Benefits Research Institute webcast on financial wellness. The speakers…
One Simple Trick to Radically Boost Financial Wellness
How would you like to boost your participants’ financial wellness, increase plan assets, reduce plan costs and prevent missing participants?