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.
DOL Takes Strong ERISA 401(k), ESG Fiduciary Stance
It might be harder to “invest in your values” if a proposed rule form the Department of Labor…
Episode 3: Liz Ann Sonders on Panics, Pandemics and the Market’s ‘Warp Speed’
“We have not repealed the laws of fear and greed,” Liz Ann Sonders, Charles Schwab Chief Investment…
IRS Expands 401k Withdrawal, Loan Eligibility Under CARES Act
The Internal Revenue Service is making it easier (again) to access 401ks for loans and withdrawals. Released Friday,…
401(k) Cashout Leakage is Real, Not a ‘Narrative’
I write frequently about 401(k) cashout leakage, and I can assure you it counts for nothing around my…
Top 401k Plan Providers for 2020
“There has never been a more challenging time to invest for retirement.” It’s quite the lead from the…
Advisors Calm, Cool, Collected in COVID-Driven Volatility
Advisors remain relatively optimistic about stock market returns and performance, believing this year will end more like 2018…
Republican Scaramucci Starts Joe Biden Super PAC
401(k) Specialist cover subject and pod(k)ast guest Anthony Scaramucci has joined a group of prominent Republicans who oppose…
401(k) Assets Totaled $5.6 Trillion in First Quarter 2020
Not bad, all things considered. Total U.S. retirement assets were $28.7 trillion as of March 31, down 11.9%…
Why Aren’t Health Savings Accounts More Popular?
Higher contribution limits, greater awareness of health expenses in retirement—there are any number of reasons why health savings…
Are 401(k) Menus All Out of Whack?
Fixed income is supposed to be a safe haven, a place to which investors can “fly” in times…