Browsing Tag
Retirement
2368 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.
Forget Bobby Bonilla: Bruce Sutter Day Even Better
In the history of deferred comp, salary annuitization, and smart (brilliant!) retirement planning, few top the windfall ex-baseball…
July Top Advisor by Participant Outcomes (TAPO)—Douglas Parker
How to Maintain a Strict 401(k) Participant Focus “Clients are looking for the advice and counsel of a…
Department of Labor Proposes ‘New’ Fiduciary Rule
The Department of Labor said Monday that it will propose a new fiduciary standard based on a temporary…
New Platform ‘Democratizes’ Custom Target Date Funds
Another step in the increasing awareness of the benefits of custom target date funds (cTDF) was announced last…
Episode 4: Shlomo Benartzi Applies Behavioral Economics to COVID, CARES Act
401(k) auto-enrollment, deferral, and escalation? Thank Shlomo Benartzi, a pioneer in the field of behavioral economics. He…
7 ‘Age-Friendly’ Suggestions for a New Retirement Social Contract
Workers globally and in the U.S. expect they will need 67% of their current income in retirement, yet…
10 Best and Worst States to Retire in 2020
Florida Man has his revenge. A report from Blacktower Financial Management Group has revealed the best and worst…
CFP Board to Strengthen Ethics, Conduct Enforcement
CFP Board enforcement measures include enhanced background checks and stricter oversight to strengthen ethics and protect consumers.
Employer 401k Contributions Keep Up in COVID Crisis
Good news—most employers are current with their retirement plan matches and contributions. New research from the Plan Sponsor…
New 401(k) RFP Dashboard Aims to ‘Empower Advisory Firms’
A dashboard to seamlessly integrate relevant RFP tools and features? It invariably makes the 401(k) advisor more efficient,…