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.
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
6 Steps for 401(k) Fiduciaries to an Effective ERISA RFP
One of the most important responsibilities of plan fiduciaries is hiring the right service providers. These providers must…
Broker-Dealers Continue to Consolidate. Here’s Why …
Consolidation among retail wealth management broker-dealers continues to increase, with the share of BD advisors who are affiliated…
Market Volatility, Low Interest Rates Threaten Retirement Income: Cerulli
Heightened market volatility may increase demand for advice that emphasizes de-risking and an ongoing income stream that preserves…
Senator Warren to Join Finance Committee, Will Introduce Wealth Tax
Senator Elizabeth Warren, D-Mass., will join the Senate Committee on Finance in the 117th Congress, she announced on…
Why Creating Income Solutions in Target Date Funds is So Important
The passing of the SECURE Act of 2019 paved the way for increased utilization of lifetime income options. The…
How to Avoid Losing Out on Gamestop? Don’t Play
Last week we experienced a modern-day David vs. Goliath, which pitted the average investor against large, sophisticated hedge…
February Top Advisor by Participant Outcomes (TAPO)—Steven Glasgow
Defined Contribution Contrarian Steven Glasgow isn’t afraid to contradict conventional wisdom in the service of successful outcomes. His…
Despite Pandemic, Americans Feel in Control of Finances
Although the COVID-19 pandemic presented a curveball for many families, most Americans (81%) feel in control of their…
A Different Kind of GoP (Group of Plans)
While Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) got the lion’s share of attention last year…