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.
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…
How Socially Responsible Corporations Will Solve the 401(k) Cashout Crisis
Every year a silent, slow-motion train wreck occurs in America’s 401(k) system, when millions of job-changing workers prematurely…
Trump Gets a 401(k) Fact Check Over Latest Boast
President Trump returned to New Hampshire to reaffirm his message, first made last August, that voters must reelect…
When to Engage Aging Parents in ‘Awkward’ Financial Talk
Sorry kids, it’s time for “the talk.” While most people instinctively cringe at memories of awkward conversations with…
Older Workers Fear ‘Unfriendly’ Job Market
Older workers have it rough, even in a job market with historically low unemployment. “Older workers are more…
Heated Exchange Highlights Sanders’ 401(k) Stance
Citing the 401(k) as a proxy for the nation’s overall economic health is gaining traction. Meet the Press…