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.
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…
ESG Rule’s Fate Rests in Senate Control: WSJ
DOL ESG Rule faces outcome uncertainty as the Georgia Senate recount could decide its future for retirement investment plans.
Scale Takes Center Stage as RIAs Continue to Compete
It’s been said time and again—scale is key. However it’s achieved, through technology, acquisition, or something completely different,…
Retirement Plan Vet Wolniewicz Joins Prime Capital Investment Advisors
Industry veteran Matthew Wolniewicz has left Fi360 for Kansas City-based Prime Capital Investment Advisors (PCIA). Wolniewicz, also a…
The RIA Industry Experiences Steady Growth
The investment advisor industry continued to experience record-level growth through 2019, including in the number of registered advisors…
401(k) Firm M&A Heats Up with HUB Acquisition Spree
401(k) Mergers continue as HUB International acquires Baystate and Leading Edge, strengthening retirement and wealth management services.
4 Challenges for 401(k) Plan Providers in 2021
2020 is a bad disaster movie—one that drags. But it will end, eventually. So, with 2020 coming to…