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.
SEC Names ‘Chief Data Officer’ to Assist in Enforcement
The Securities and Exchange Commission today announced Austin Gerig as its Chief Data Officer, a new leadership position…
BlackRock Bows to Climate Change, Will Put ESG ‘Front and Center’
BlackRock, the $7 trillion-plus gorilla in the asset management space, is joining the climate change fight. Having already…
Best and Worst States to Retire in 2020
We know that some states are good—and some (really) bad—at fostering a friendly, inviting and sustainable environment for…
Marshawn Lynch Tells ‘Young Dudes’ to Plan Right for Retirement
The Seattle Seahawks on-again-off-again running back and favorite son Marshawn Lynch has always been the go-to guy in…
What’s Right and Wrong with Financial Wellness, Fintech and 401(k)s
Scott Colangelo has strong opinions about the 401(k) and retirement plan industry—and thankfully doesn’t hold back. “I feel…
How and Why Do 401(k) Participants Accept TDF Default Options?
By now it’s generally accepted that 401(k) and similar defined contribution plan defaults are good, since they get…
Trump Brags About ‘409k’ Performance, Twitter Explodes
While it probably won’t have the same legs as “covfefe,” his famously baffling tweet in 2017 that spawned…
Fidelity Opens its HSA Platform to Advisors
Financial mega-firm Fidelity Investments has made what it claims is the industry’s “only full-service health savings account (HSA)”…
Barney Frank, Chris Dodd File Opposition to SEC’s Reg BI
Powerful interests and actors are lining up against the SEC’s Regulation Best Interest, which requires broker-dealers and their…
Fidelity Fees Are Top 401(k) Litigation Story of 2019
Fidelity always seems to garner attention—whether it’s controversy over supposed quid pro quo or zero-fee fund options. The…