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.
DOL Fiduciary Rule Sent to OMB, But is it Too Late?
The Office of Management and Budget has received the Department of Labor’s fiduciary rule, known officially as Improving…
Politics, Punditry and Superior Practice Management: Excel 401(k) 2020 Digital Series
An experiment in live and on-demand digital content came to a successful conclusion with the last session of…
Stop Leaks: Plan Loans
Did you know that, according to the Bureau of Labor Statistics (BLS), the median tenure for American workers…
Growing Share of Young Households Own Mutual Funds
Get ‘em young. Industry attempts to get individuals and households to begin saving at your ages appear to…
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,…