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.
Anthony Scaramucci to Talk Trump, TAPOs at EXCEL 401(k) Digital Series
He’s got something to say. Never shy for words, financer, author, speaker, and Trump foil Anthony Scaramucci will…
August 31, 2020
Opening New Doors: A New Era of Automated Financial Wellness
Liz Davidson wants to introduce you to AIMEE, her newest team member making an impact on financial wellness.…
August 30, 2020
Principal Launches Small Business 401(k) Platform
Small Business 401k made simple with Principal’s digital plan. Affordable setup, easy management, and investment options for growth.
August 30, 2020
Why the Battle to Build a 401(k) Business Begins in the Brain
“The battle to build a business is up here in the brain and it’s about a mindset and…
August 28, 2020
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…
August 26, 2020
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…
August 24, 2020
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…
August 24, 2020
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?…
August 23, 2020
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.
August 20, 2020
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…
August 19, 2020