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.
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 401(k) 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?
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…