Browsing Tag
Retirement
2367 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.
Investors Are Saving 10% Annually for Retirement, But …
There’s a lot to love and hate in a recent survey from Schroders. The good? U.S. investors save…
IRS Says ‘No’ to Tax Deductibility of PPP Loans
It’s the latest guidance from the Treasury Department and the IRS, which clarified last week that the tax…
SEC Adopts Electronic Signature for Document Submission
Last week, the Securities and Exchange Commission finally voted to adopt rules to permit the use of electronic…
Financial Wellness in Demand Early in Pandemic
When faced with economic uncertainty and market volatility at the onset of the COVID-19 pandemic, employees flocked to…
How Retirement Industry Consolidation Impacts Advisors and Retirees
The financial services industry has witnessed a surge of merger and acquisition activity in recent years. Within the…
TIAA Leader Ferguson Announces 2021 Retirement
TIAA President and CEO Roger Ferguson announced today that he will retire from the company, effective March 31,…
Bringing Sunlight to Dark Corners of Safe Harbor IRA Fees
401(k) plan sponsors know all too well that sunlight—coming in the form of transparent fees and disclosures—is vital…
Advisor, Investor Optimism Decline for Second Straight Year
Despite closing in on more record market highs, advisor and investor optimism are down for the second year…
More Financial Advisors Providing HSA Services to Clients
A recent survey found that more financial advisors are providing health savings account (HSA) services to their corporate…
Episode 13—Prime Capital Investment Advisors’ Matthew Wolniewicz Gets Real About ESG, Peps and the Election
There’s a lot happening on the 401(k) front—ESG, MEPS, and PEPs, the election—and we asked industry veteran Matt…