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.
401(k) Cashback Rewards Introduced at Major 401(k) Advisory Firm
FinTech firm EvoShare, a company that provides 401(k) cashback rewards programs for credit and debit card purchases, recently…
Top 20 Best and Worst Cities at Money Management
Step it up, Georgia. While citizens in cities in California and the Northeast fair well with money management…
The Case for Hiring an ERISA 401k Plan ‘CEO’
“John started his business with a few dollars and an idea. John’s idea, and hard work, paid off;…
(Not) Breaking News! Millennials Struggle with Money Management Decisions
More debt and decision-making demands combined with lower financial literacy levels are making it especially difficult for Millennials…
Coronavirus Chaos Hits 401(k) Contributors
Despite the relatively small number of actual cases so far, the potential damage from a coronavirus pandemic has…
Fees for Large and Small 401(k) Plans Continue to Fall
401k plan costs decline as both small and large retirement plans see lower fees, benefiting sponsors and participants long term.
401(k) MEP Expert Pete Swisher Launches New Fiduciary Firm
Retirement plan expert Pete Swisher recently announced the launch of Waypoint Fiduciary LLC., “a thinktank, consultant, and expert…
State Fiduciary Standard Finalized in Massachusetts
In the absence of a fiduciary standard at the federal level, the Commonwealth of Massachusetts took a step…
Franklin Templeton Buys Legg Mason
Franklin Templeton Legg Mason Acquisition expands assets to $1.5 trillion, strengthening investment strategies and global distribution.
4 Critical Questions When Choosing Suitable Target-Date Funds
Fiduciaries that focus solely on target-date fund performance and fees while ignoring demographics and glide path structure (among…