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.
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…
Nearly Half of Families Have ‘No Retirement Savings,’ However …
Whom to believe? New research from the left-leaning Economic Policy Institute finds that the shift to defined contribution…
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…