Browsing Tag
Retirement
2368 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.
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…
Coronavirus Killjoy: Rolling Stones Postpone Annuity-Sponsored Spring Tour
Little surprise, given government directives over large public gatherings, but legendary rockers the Rolling Stones announced that they…
Voya to Offer Student Loan Debt Solution to Workplace Clients
Voya Financial is the latest plan provider to offer a student loan debt reduction tool to its workplace…
Bill Introduced to Allow Collective Investment Trusts in 403(b)s
Advocates for including more collective investment trusts in retirement plans are routinely frustrated at the lack of CIT…
IRS Delays Tax-Filing Deadline to Help Cope with Coronavirus: Updated
Clarification: Per CNBC. The Treasury is giving taxpayers a 90-day extension on paying taxes owed from 2019, but…
Is Your Cybersecurity Plan Ready for Coronavirus?
Cybersecurity for financial advisors is critical as remote work rises—protect client data and plan assets from COVID-19 cyber threats.
Coronavirus Concerns For 401(k) Plan Sponsors
Like the housing bubble break, the coronavirus outbreak (COVID-19) is another challenge for us all. As a 401(k)…
Salesforce Sued For 401(k) Fiduciary Breach
Salesforce is the latest target of a class-action suit filed on behalf of plan participants alleging a fiduciary breach over share classes.
Fiduciary Facelift: ERISA Has Evolved—Have You?
Over 46 years ago, the Employee Retirement Income Security Act (ERISA) was passed overwhelmingly in the House of…
IT’S OVER! Bear Market Begins on Coronavirus Concerns
Stocks sunk far deeper Wednesday on continued coronavirus fallout, tumbling over 1,400 points, or 5.9%, to close at…