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.
April Top Advisor by Participant Outcomes (TAPO)—Larry Deatherage
Passion for the Participant “RBG was built on the participant experience,” Larry Deatherage bluntly states. The Co-founder and…
March 31, 2020
Houses Passes Coronavirus Stimulus Bill With RMD, 401k Provisions
The House passed a massive and historic $2 trillion coronavirus stimulus package on Friday after last-minute wrangling and…
March 27, 2020
Mutual Fund Expense Ratios Continue Their (Sharp) Decline
When markets are down, it’s bad. When expense ratios are down, it’s good. Just how far the latter has fallen is detailed in a new report.
March 26, 2020
Democrats Include ‘Digital Dollar’ Proposal in Stimulus Bills
A federal bitcoin (fedcoin)? An idea debated for some time, the current financial crisis brought on by the…
March 25, 2020
401(k) Coronavirus Concerns for Human Resources Departments
The Coronavirus/Covid-19 pandemic will have a significant and negative impact on our industry. As a business owner, you…
March 24, 2020
Treasury Secretary Mnuchin Mentions 401(k)s as Part of Stimulus Deal
Treasury Secretary Steven Mnuchin told CNBC’s Jim Cramer rules are “being moved” to allow for easier access to…
March 23, 2020
401(k) Plan Participants Lag in Access to Retirement Advice
401(k) advisors increasingly realize the value of offering comprehensive financial planning and advice to participants, and the opportunity…
March 23, 2020
Increase Social Security Benefits in Coronavirus Stimulus: Warren
Former presidential candidate Senator Elizabeth Warren, D-Mass., took to CNBC on Saturday to advocate for a “temporary” increase…
March 21, 2020
401(k ) Assets Totaled $6.2 Trillion in Fourth Quarter
For what it’s worth, in the time before the coronavirus craziness, total U.S. retirement assets were $32.3 trillion…
March 20, 2020
Equity Funds Crushed in Coronavirus Safety Stampede
Like everything else, mutual fund flows are negatively impacted by the coronavirus (or at least the reaction to…
March 19, 2020