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.
Lessons from Jerry Maguire in the Current COVID Crisis
During this crisis and the resurgence that will follow, one thing is for certain—we’re going to place much…
Kitces, Aikin, Reish Talk 401(k) Fiduciary, Reg BI
We understand the reasons for coronavirus-driven conference cancelations, but it doesn’t make it any less disappointing. However, in…
How Do DC Plan Participants Behave in Volatile Markets?
“To know your future, you must know your past.” A new research paper from J.P. Morgan’s Chief Retirement…
How ESG Funds Are Performing in Coronavirus Craziness
There has been tremendous volatility in the price of most asset classes since the onset of the coronavirus-related…
Interest in 401(k) Plan Annuities Rises as Result of Recent Volatility
Will rollercoaster market rides and gut-wrenching drops bring sources of guaranteed income (meaning annuities) into focus in 401(k)…
Fred Reish: Enhanced Loans for Qualified 401(k) Participants
With the spread of the coronavirus and the resulting closures and cutbacks, many 401(k)participants are working reduced hours,…
Senator Presses DOL’s Rutledge on ERISA Filing Deadlines
Plan administrators and recordkeepers dealing with “unusual and challenging circumstances” brought on by the coronavirus pandemic received support…
How to Properly Pay Back a 401(k) Loan in the Coronavirus Pandemic
How and when a laid off or terminated employee must pay back a 401(k) loan before it reverts…
More Companies Look to Cut 401(k )Plans
Stocks are on sale. The consensus from 401(k) advisors is that participants stay the course and let the…
Leaders Speed Paycheck Protection Aid in Coronavirus ‘CARES’ Act
A high-profile roster of FinTech pundits and personalities advised the House Committee on Small Business on the quickest…