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.
Top 401(k) Client Acquisition Story of 2020: Best/Worst States to Retire
Blacktower Financial Management Group released an interesting report all the way back in June (which feels like a…
Top Tips and Techniques for Superior 401(k) Advisor Videos
Laura Garfield, Co-Founder of Idea Decanter, joined Ross Marino’s OUTCOMES Podcast this week to discuss tips and techniques…
Women’s Retirement Becoming Even Riskier Amid COVID
One in four women workers who are employed or recently unemployed say their confidence in their ability to…
Voya Settles with SEC for ‘Violating Its Fiduciary Duty’
The Securities and Exchange Commission announced on Monday that Voya Financial Advisors, Inc. (Voya) has agreed to settle…
Top 401(k) Regulatory/Policy Story of 2020: COLA Complaints
The top regulatory/policy story wasn’t Reg BI, fiduciary rule, CARES, or PPP. It wasn’t really regulation or policy-related…
Financial Wellness in a Digital Age: Actionable Ways to Engage Participants
Implementing financial wellness programs with plan sponsors was already hard. Cue COVID-19 and the challenges have multiplied. Advisors are no longer…
401(k) Trading Reverses Recent Trends, Flows to Equities
With the S&P 500 posting its best November ever, 401(k) investors somewhat reversed a continuing trend towards fixed…
A Staple of 401(k) Plan Investing is Challenged
Saving and investing for retirement requires participants to be steadfast in their contributions and stay the course when…
Why the Future is Roth
Demographics, increasing prevalence in defined contribution plans, and potential tax changes fuel a bullish outlook for Roth accounts…
A Record Year for Retirement Savings
Little surprise, things were going great in the retirement plan space prior to the worst global pandemic in…