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.
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…
Is COVID a Catalyst for More Retirement Saving?
The COVID-19 pandemic and its effects on the economy had Americans tightening their belts, and it may be…
New 401(k) Missing Participant Research Reinforces DOL Guidance
On Jan. 6, Retirement Clearinghouse (RCH) released a study that advances the art and science of locating missing…
Retirement Plan Advocate Senator Rob Portman to Retire
U.S. Senator Rob Portman, R-Ohio, announced on Monday that he will not seek another six-year term in the…
Episode 18—David Blanchett on the Benefit of Downturns and How Target Funds Should Really Be Used
We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once…
4 Best Practices for Dealing with Missing 401(k) Participants
On the heels of last week’s long-awaited guidance about missing participants, released by the Department of Labor, the…