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.
What Will DC Retirement Plans Look Like in 2025?
In a post-defined benefit (DB) pensions world, defined contribution (DC) plans—historically only used to supplement a monthly pension—have…
Hot Topics in Retirement and ‘Financial Wellbeing’
Employers and plan sponsors are increasingly focused on wellbeing (wellness) programs—and “it’s not just lip service.” More specifically,…
Bernie Bashes Biden on Social Security Benefits Reform
Social Security debate heats up as Biden and Sanders clash over cuts, privatization, and political tactics in the 2020 primaries.
401(k) Financial Wellness Vs. Well-Being—What’s the Diff?
401(k) advisors struggle with industry terms—how they’re defined, their “buzziness” and whether sponsors and participants understand their meaning.…
Long-Term Mutual Fund Flows More Than Doubled in 2019
Long-term mutual funds collected $414.6 billion in 2019, more than double 2018’s $168.3 billion, according to new research…
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…