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.
401(k) Compliance Executive to Plead Guilty in College Admissions Scandal
Maybe ‘compliance’ doesn’t mean what he thinks. An insurance and private equity executive has agreed to plead guilty…
Rolling Stone Wrecks Recent DOL Retirement Plan Rules
It says a lot about how far Boomers have come that their proverbial bible, Rolling Stone, is focused…
How a ‘Go for It’ Attitude Gets Personal, Professional Results
“I came out of it a totally different person,” Jania Stout bluntly states. As past president of the…
Episode 8: 401(k) ‘Father’ Ted Benna on What We’re Doing Right and Wrong With Retirement
Who better to talk about the current state of 401(k) than the man who started it all?…
It’s Official: Plan Sponsors Design 401(k)s to Engage Participants
It’s all about the plan design, and 401(k) advisors’ persistence in getting sponsors to understand that fact is paying off.
Why ‘Sudden Money’ and Preserving 401(k) Assets Don’t Mix
Researchers realize that long-term retirement planning is not a natural act for most 401(k) plan participants. Consequently, important…
Business Decisions With Unexpected Consequences for Retirement Plans
Despite fiscal and monetary stimulus measures, many U.S. companies are struggling with the extraordinary economic and business impact…
Do 401(k) Menus Suffer from a Generation Gap?
Traditionally, fixed-income investments have been used to reduce a portfolio’s overall volatility to an acceptable level without significantly…
The ‘Tragicomedy’ of 401(k) Cashout Leakage
Cashout leakage, which occurs when participants change jobs and prematurely withdraw their retirement savings prior to normal retirement…
John Hancock Waives Recordkeeping Fees
401(k) Fee Waiver offered by John Hancock helps eligible plans cut recordkeeping costs and support small businesses during tough times.