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.
The New Age of 401(k) Plan Portability
A recent survey of defined contribution (DC) plan sponsors found that interest in retaining assets for retirement is…
Americans Really Like 401k Plan Structures, Features
For all the talk about 401ks’ supposed “failures,” how they weren’t specifically designed as retirement plans and how…
2020’s Best Foreign Countries for Retirement Living
Every January, International Living releases its annual Global Retirement Index, listing “outstanding destinations where you can live a…
IRS Provides Relief for SECURE Act RMD Changes
There’s a bit of confusion over the age extension for required minimum distributions (RMD) contained in the recently…
401(k) Investors Calm, Cool, Collected in 2019
A strong year on Wall Street saw 401(k) investors making small but steady trades from equities to fixed…
Control ‘Lifestyle Creep’ Through Retirement Saving
Did your clients (plan participants) recently receive raises? If yes, did you also recommend they increase the amount…
Exec Sentenced for Stealing 401(k) Funds
One impediment to retirement saving is the (often) mistaken belief that the boss will defer funds from payroll…
New Emergency Savings Solution Aims to Boost Retirement Planning
Some 40% of Americans can’t afford a $400 unexpected bill, according to a widely-circulated statistic from the Federal…
TIAA Offers Health Savings Accounts to Institutional Clients
On the heels of a similar announcement from Fidelity, TIAA announced on Wednesday that it will offer a…
ESG Excites as Delegates Descend on Davos
ESG investing trends drive data quality, goals, and transparency, influencing investors, companies, and global markets.