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.
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…
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…