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.
Do 401(k) Advisors Add Value?
Smaller 401(k) plans benefit most from advisor assistance and input, while the resources that larger plans can afford…
Another Ridiculous Argument for Wrecking the 401(k)
The framing gives it away. “That $17 trillion in 401(k) and IRA accounts is distributed unevenly …” “Mr.…
Investing Legend Slams ESG Strategies
Self-sustaining? More like self-defeating. Burton Malkiel, author of “A Random Walk Down Wall Street,” now in its 12th…
Retirement Crisis Contrast: How COVID Compares with Previous Panics
Little surprise, retirement savers who were saving at an adequate rate prior to the 2008 global financial crisis—and…
Automated 401(k) Portability: An Idea Whose Time Has Come
“Nothing is more powerful than an idea whose time has come,” French author and poet Victor Hugo observed.…
Massive Increase in HSAs From Recordkeepers, Cerulli Finds
More than 40% of defined contribution plan recordkeepers participated in the HSA market as of 2019, up from…
Top 5 Areas Where 401(k) Participants Want Help
The area where 401(k) participants say they could most use help is understanding how much they’ll need to…
Are You Financially Literate? Take the Quiz
‘Fynenshal litiricee’ remains depressingly low, especially in the area of retirement income. According to the just-released 2020 Retirement…
Surprise? SECURE Act Drives Interest in Retirement Plan Annuities
Discover how the SECURE Act enhances retirement savings with in-plan guarantees, ensuring lifetime income for 401(k) participants.
7 Ways to Protect Fiduciary Clients from Decision-Making Fatigue
When you’re advising clients who are serving in a lay-fiduciary capacity—those that are managing the assets of a…