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.
How Advisors Ease Non-Revenue-Generating Pain Points: Excel 401(k) 2020 Digital Series
While workplace retirement plans are the only source of invested assets for the majority of Americans, most plans…
Episode 10—Industry M&A: GRPAA’s Bill Chetney Uses Bad Language to Make Good Points
Are mergers and acquisitions in the 401(k) advisory space hot or not? They were humming along until…
Ascensus to Launch Digital Retirement Plan Sales Proposal System
Ascensus announced that it will launch a new, customizable retirement “digital sales experience.” Central to the release is…
Schlichter Hit for $1.5 Million for ‘Reckless’ Fiduciary Claims
Correction: The allegations against Great West Capital Management were not for an ERISA breach, rather a violation of…
Despite Reg Barriers, 401(k) DCIOs Pursue ESG Strategies
Perceived barriers to adoption created by recently proposed regulation aren’t stopping most defined contribution investment-only (DCIO) asset managers…
October 2020 Top Advisor by Participant Outcomes (TAPO)—Eduardo Gimenez
Understanding Nonprofit Nuance “RETIREMENT PLANNING IN the nonprofit world gets complicated fast, which is probably why many advisors…
Itzoe’s Intent: Getting the 401(k) Fiduciary Formula Right
“I’ve often said that fiduciary is not just a noun, it’s both a noun and a verb. It’s…
Big Increase in ESG Fund Flows Expected by 2022
Net flows to long-term “responsible” ESG funds quadrupled in 2019 to $20 billion, from $5 billion in 2018,…
Why Dashboard Technology is Critical to Diversifying Employee Benefits
Commoditization, roll-ups, earnouts—all (metaphorical) death for “traditional advisors” in the 401(k) space who are not scaling their practices,…
3 Fiduciary Standards to Evolve from Good to Great
There are more than a dozen different fiduciary standards in play today. To simplify this patchwork of regulatory…