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.
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…
5 Major Trends Seen Among Independent Workers
There are 38.2 million independent workers, nearly a quarter of the total U.S. workforce, and they generated $1.21…
Department of Labor Issues Investment Advice Final Rule
On Tuesday afternoon, the U.S. Department of Labor today announced a new exemption for investment advice fiduciaries. The…
Democrats Go All-In on Green 401(k) Agenda: WSJ
“Democrats want to kill your business, so please account for the hospitalization and burial costs.” On Monday, The…
‘Emergency’ Bill Introduced to Increase Social Security COLA
Following the Social Security Administration’s announcement of a “meager” 1.3% cost-of-living adjustment (COLA) for Social Security beneficiaries in…
1 in 4 Full-time U.S. Workers Worse-Off in Pandemic
One in four full-time U.S. employees say their financial situation has deteriorated as a result of the pandemic,…