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.
3 Critical Retirement Planning Themes in 2020
J.P. Morgan Asset Management released its annual Guide to Retirement with a conference call presentation on Tuesday. The guide examines…
Campbell, Reish: Will We Get a DOL Fiduciary Rule Reboot?
As you may know, the Department of Labor has included the proposal of a new fiduciary rule on…
Who is Offering 401k Financial Wellness and Why?
The number of employers that offer financial wellness programs through the workplace is expected to nearly double within…
What to do About ‘Forgotten’ 401(k) Target Date Fund Participants
Should participants only be invested in one target-date fund for the product to work effectively in providing successful…
How Advisors Are Continually Improving: CEFEX Perspectives
A series of articles on fiduciary practices leveraging the training and experience of CEFEX Analysts. Article Presented By:…
6 Keys to 401(k) Firm Success
At the end of March, I am setting off on a new adventure—retirement. It’s a subject I know something about, having spent almost all my 40-year…
Target-Date Funds Surged to $2.3 Trillion in 2019
Assets in target-date mutual funds and CITs shattered the $2 trillion mark in 2019, reaching $2.29 trillion by…
March Top Advisor by Participant Outcomes (TAPO)—Joe Brummel
A Retirement Plan ‘Auto’ Reversal An order, relation and meaningful purpose drive Joe Brummel’s process and metrics for…
401(k) Participants React Poorly in Market Meltdown
Coronavirus-driven market volatility has 401(k) participants—once thought to be somewhat insulated from market shocks by target-date funds and…
Supreme Court Strikes Intel Argument in 401(k) Fiduciary Claims Case
Employers can’t shorten the allowable timeline in which participants can sue in a fiduciary breach case simply by…