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.
The Biggest 401(k) Regulation Story of 2019
Surprisingly, the top regulation story of 2019 was not the SECURE Act, but rather a sibling bill, the…
Recordkeeper Data Shows ‘Ongoing Commitment’ to Retirement Saving
401(k) participant activity 2019 shows steady saving habits, low withdrawals, and continued commitment to retirement plans.
401(k) Assets Hit How Much in Q3?
Good news to close out the year, as just-released research finds total 401(k) assets surged ahead in the…
Innovative Retirement Solutions Are Required for Gig Workers
Hyper-connectivity is transforming the world of work. By 2022, 29 billion digital devices will connect people, organizations, and…
Jeanne Fisher Jumps to Strategic Retirement Partners
#401klady Jeanne Fisher and colleagues Bryan Peebles and Rhea England have jumped to Strategic Retirement Partners (SRP), the…
Retirement Security Requires the Right Infrastructure
Expanding 401(k) access can help small businesses improve retirement plan options and close the coverage gap for their employees.
401(k) Plan Providers Must ‘Get Big, Smart’ to Maintain Profitability
As retirement plan providers grapple with ever-increasing fee pressure, they also contend with evolving expectations from plan sponsors…
Narrative Busted: Millennial, Blue Collar, SMB Employees Saving for Retirement
While most people assume younger employees, employees at smaller companies and employees in blue-collar professions can’t afford to…
Are Alternative Investments Warranted (or Wanted) in 401ks?
Annuities are one thing, but alternative investments as well? Defined simply as anything other than stocks and bonds,…
Critically Important 401(k) Documents to Develop and Maintain
CEFEX Perspectives A series of articles on fiduciary practices leveraging the training and experience of CEFEX Analysts. Article…