Tag: retirement

ESG Investing in ERISA Retirement Plans

While Environmental, Social and Governance (ESG) criteria investments that don’t sacrifice returns or hold greater investment risk are permitted in ERISA plans, a 2020 U.S. Department of Labor (DOL) rules modification established a higher bar for including ESG investments in a qualified plan and cast a cloud over ESG investment options.

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Deciding Where to Enjoy Retirement in the U.S.

Lists of the “best places to retire” are ubiquitous. These lists make for great clickbait, but what tends to be overlooked is that “best” is a relative term. “Best” really depends upon what an individual prioritizes for his or her retirement. Recognizing that needs and desires will define where the “best place to retire” is, we’ve come up with some ideas based on two different priorities.

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PEP Up Your Retirement Business

Financial advisors now have a new arrow in their quiver for their small employer retirement plan business—the pooled employer plan (PEP). PEPs are designed to help small businesses offer retirement plans at a significantly lower administrative and expense burden.

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The Confluence of University-Based Retirement

Baby Boomers have redefined the culture since the early 1960s, and so it shouldn’t come as a surprise that they are redefining retirement. One of the ways they are doing this is through university-based retirement. In other words, Boomers are headed where educational and cultural opportunities abound—college towns.

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Retirement Black Swans

In light of the many ways that retirement finances can get untracked by unforeseen events, it may be appropriate for advisors to have a discussion with clients about creating a “Black Swan” bucket to fund the truly unexpected.

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