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Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.
June 20
Lawton Retirement Plan Consultants -
Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.
June 19 -
During that first 10 years of our 40-year careers, most of us contribute very little or nothing to our retirement accounts. At that time in our lives, retirement seems pretty far off – but it isn’t.
June 13
Lawton Retirement Plan Consultants -
Ten states and one city have already taken steps to offer government-facilitated retirement programs.
June 13 -
During that first 10 years of our 40-year careers, most of us contribute very little or nothing to our retirement accounts. At that time in our lives, retirement seems pretty far off – but it isn’t.
June 12
Lawton Retirement Plan Consultants -
The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.
June 7 -
Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.
June 6 -
The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.
June 4 -
Advisers will find a powerful tool in communicating enhanced benefits from a defined contribution perspective that puts employee’s in the driver’s seat.
June 1
Voluntary Benefits -
To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”
June 1 -
AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.
May 31 -
Workers who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.
May 31 -
Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.
May 30 -
Short-term returns are mostly noise, which, by definition, largely cancels itself out over time
May 29 -
Short-term returns are mostly noise, which, by definition, largely cancels itself out over time
May 29 -
Franklin Templeton’s Drew Carrington sounds off on why plan sponsor reluctance to try something new is problematic for employees.
May 28 -
Franklin Templeton’s Drew Carrington sounds off on why plan sponsor reluctance to try something new is problematic for employees.
May 25 -
Plan sponsors can help find retirement accounts with the help of “auto-locate,” a technology that creates links between record-keeping systems and establishes a virtual database of all employee records.
May 25
Portability Services Network and Retirement Clearinghouse -
Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.
May 22 -
The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.
May 21

















