Browsing Tag
Retirement
2372 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.
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…
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…
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…
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…
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.