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.
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…
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…