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.
Raymond James Rep Fired Over Black Lives Matter Incident
A viral video of a man and woman accusing a property owner of illegally stenciling “Black Lives Matter”…
More than Half of Businesses Sought Paycheck Protection Funds
The size and scope of the Paycheck Protection Program (PPP) is coming into sharper focus, with some 56…
A Critically Important Comparison of 401(k) Plan Performance
Compare the Q1 carnage to what’s happened over the past decade in retirement plan saving and investing and…
Your Next Three Steps to a More Effective Retirement Practice
John Hancock puts effective plan management techniques and technology in every financial professional’s hands... Article sponsored by John Hancock
401(k) Trading Keeps Calm, Carries On
401(k) participants surprised many with their volatile response to the viral pandemic, vastly increasing trading during much of…
Automatic 401k Plan Features Proved Themselves in Market Meltdown
Score one for the “auto” revolution. Automatic plan features helped millions of 401k participants adhere to their financial…
Pandemic Provides Opportunity to Rebalance Client Communication
Most of us are creatures of habit. We thrive on routines and like to feel in control. But…
Episode 1: Anthony Scaramucci on Trump, Biden and 401(k)s
The outspoken founder of SkyBridge Capital and the SALT Conference was run from the White House after only…
More Stimulus Spending Stymied by Jobs Report, Market Rebound
Proponents of additional stimulus spending are petering out after Friday’s surprisingly positive employment report. Total nonfarm employment numbers…
Once and For All: IRC and ERISA Say Cannabis 401(k) Plans Can Exist
I write to clarify and educate about the legal authority regarding how and why cannabis 401(k) plans are…