Browsing Tag
Retirement
2366 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.
Why We Desperately Need Defined Contribution Plans
One of the knocks against defined contribution plans is that individuals “are now responsible for their own retirement,”…
What’s Happening With Self-Directed 401(k) Accounts?
Millennials allocated a larger percentage of their retirement portfolios to ETFs and cash through self-directed brokerage accounts (SDBA)…
Navigating the ‘Retirement Planning to Wealth Management’ Move
"When I go around the country and I talk to retirement-focused advisor firms that we might be interested in acquiring, most of them are trying to figure out how to get into the wealth management business," says CAPTRUST's Rick Shoff. "It's an industry trend that makes complete sense."
Massachusetts Moves Forward with State Fiduciary Standard
The Bay State isn’t waiting for next month’s third try at a fiduciary standard from the Department of…
December Top Advisor by Participant Outcomes (TAPO)—Jerry Lynch
Funds, Fees and Fast Food We admit we were surprised by Jerry Lynch’s answer to a question about…
How Badly Do Americans Lag in Retirement Saving?
We’re surprised it’s only 52%. A new national poll from Bankrate.com finds that more than half of American…
Grrr …Why Workers Take Early Withdrawals From 401(k)s
Don’t touch your retirement savings — don’t! It’s a message sent ad nauseum from 401(k), financial and just…
Small Business Owners Like (and Want) the SECURE Act
An economy with full employment makes competition for talent exceedingly stiff, and legislation that allows small businesses to…
How Concerned Are Americans About Retirement Income (Really)?
Overly pessimistic or unflinchingly realistic? People in Asia are saving the most, but are also more concerned about…
Number of 401(k) Millionaires Hits Another High
401(k) millionaires are reaching record highs as retirement savers grow balances despite slight dips in average account values.