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.
No Improvement in Pension Funding Despite Stock Market Rise
The funded status of the nation’s largest corporate pension plans started and finished 2020 at the same level.…
How the Consolidated Appropriations Act Effects Retirement Plans
The Consolidated Appropriations Act, 2021 generally provides the annual funding for the federal government and also contains several…
Trump Names Elad Roisman as New SEC Chair
The Securities and Exchange Commission today announced that President Donald Trump designated Elad L. Roisman as Acting Chairman…
Top 401(k) Best Practices Story of 2020: A Plea for More Roths
Don’t blame us, we just work here. The most-read story on 401(k) best practices in 2020 involved controversial…
Top 401(k) Political Story of 2020: Will Biden Swap Tax Breaks for Credits?
He’s slowing his roll on a number of issues now that the election is behind him, but what…
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…