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.
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…
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…