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.
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.
How to Avoid COVID 401k-Related Lawsuits
The COVID-19 pandemic has brought about a staggering number of changes for employers in the past few months,…
9 Attributes of a Fiduciary Worthy of ‘Justified Trust’
When lay fiduciaries (trustees or investment committee members) lack the time, inclination, or knowledge to prudently manage their…
Senators Want Billionaire ‘Wealth Tax’ to Fund All Medical Expenses
Democratic Senators Bernie Sanders, Ed Markey and Kirsten Gillibrand have introduced a 60% tax on what they say…
Democrats Slam Trump, DOL’s Fiduciary Stance
A roster of high-ranking and high-profile Democrats sent the Trump Administration a sternly-worded letter opposing the Department of…
Targeted Help: How TDFs Aid Investors in the Current Market Crisis
Sponsored By: How are target-date funds performing in the pandemic-driven market crisis? What’s the biggest surprise and/or…
New Savings Data Suggests ‘Positive Signs’ of Recovery
Ascensus is out with hard data about three specific areas at the beginning and (now) recovery of the…