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.
Senators Introduce New Bill to Allow PPP Loan Tax Deductions
The IRS is stirring anger. The beloved revenue-gathering arm of the United States government issued guidance last week…
7 Sensible Cybersecurity Steps for 401(k) Plan Sponsors
Cybersecurity breaches of retirement plan participant accounts have occurred with increasing frequency in recent years. Just this past…
401(k) Plan Sponsors Respond Positively in Current Crisis
A majority of U.S. companies are making it easier for employees to access their 401(k) plans’ assets even…
Why ‘Resilience’ Is The New Critical Advisor Success Factor
Resilience is going to determine the quality of your reopening, your first-mover status, and whether your new normal…
Combating The Washington Post’s Ridiculous 401(k) Criticism
Democracy dies in darkness, and so apparently do retirement plans. The Bezos-owned Washington Post is out with a…
401(k) Cashback Provider EvoShare Expands During COVID Crisis
EvoShare, a micro savings-oriented FinTech startup that allows for cashback rewards in 401(k)s, made two major announcements in…
Major League Baseball Team Suspends 401(k) Employer Match
Whether or not professional baseball will be played this season is still undecided, but one team is positioning…
Nationwide Moves to Permanent Work-From-Home Strategy
Nationwide took that step yesterday, announcing it will permanently transition to a hybrid work model that combines working…
May Top Advisor by Participant Outcomes (TAPO)—Austin Gwilliam
Plan Design and Hard Work Austin Gwilliam and the team at GRP Financial took a private school client from a 45%…
Extend the Spirit of the CARES Act to Automatic Rollovers
America is a fundamentally caring country, as reflected in the collective actions of its individuals, businesses and policymakers.…