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.
Too Many Choices Hinder Advisor Tech Adoption
Fewer choices, more adoption? Moderate levels of choice may encourage greater advisor fintech adoption, according to Cerulli Associates.…
Retirement Saving No. 1 Contributor to ‘Financial Resiliency’
Even in today’s economic environment, saving for retirement is still the top priority for most people. It’s also…
A New 401(k) Solution for Small Businesses
JPMorgan Small Business 401(k) offers affordable retirement solutions for small business owners and employees with Everyday 401(k).
2020 Top HSA Plan Providers Evaluated
Morningstar is out with its annual assessment of the most prominent Health Savings Accounts (HSAs) available to individuals.…
‘Best Places to Retire in the U.S.’ List has a New No. 1
Florida took a majority of the top 25 spots, sweeps the top three in U.S. News & World Report’s new “2020-21 Best Places to Retire” rankings.
Far Out: What If Timothy Leary Was a 401(k) Plan Sponsor?
In the 1960s, counterculture guru Timothy Leary urged a generation to “turn on, tune in, and drop out.” …
Voya Program Boosts Retirement Savings for Minority-Owned Businesses
Voya has launched a new initiative to assist businesses owned by minorities, women, veterans, and members of the…
The Dark Side of 401k Fiduciary
Fiduciary has become a marketing term/tool, and is no longer: There’s a common characteristic that links exemplary fiduciaries;…
Abbott Defendants Dismissed from 401(k) Cybertheft Lawsuit—For Now
I previously wrote about a lawsuit filed against Abbott Labs and recordkeeper Alight by a participant whose account…
401(k) Account Balances Almost Tripled During This Period
Eight years is all it took. The average 401(k) plan account balance of “consistent 401(k) participants”—those who remained…