What’s next for U.S. fertility rates — and Social Security
The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.
Investment funds
Benefits Think How to help employees avoid the ‘average participant’ retirement trap
Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.
Shelby George
Manning & Napier
Benefits Think How to help employees avoid the ‘average participant’ retirement trap
Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.
Shelby George
Manning & Napier
Benefits Think How retirement advisers can avoid the ‘average participant’ trap
Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.
Shelby George
Manning & Napier
Are GOP tax cuts and retirees a no-win?
The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.
Employees finally retired? They shouldn’t be afraid to spend money
New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.
Clients finally retired? They shouldn’t be afraid to spend money
New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.
Benefits Think 4 key differences between CITs and mutual funds
Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.
Shelby George
Manning & Napier
Social Security benefits vs. rising health care costs? Not even close
A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.
Social Security benefits vs. rising healthcare costs? Not even close
A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total benefits.
Benefits Think Why plan sponsors shouldn’t white label 401(k) investment funds
Renaming options using the asset class name they represent lacks transparency, causes participant frustration and is not a best practice.
Robert C. Lawton
Lawton Retirement Plan Consultants
Benefits Think 7 questions every plan sponsor should ask their TDF provider
These inquiries are guideposts for how employers can begin an evaluation process of target date fund offerings.
Jake Gilliam
Charles Schwab Investment Management
3 financial risks that retirees underestimate
Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.
Claims against Prudential, CapTrust dismissed in 401(k) suit
The organizations did not breach fiduciary duty by offering high-cost mutual funds, judge rules.
10 investment actions for DB plans in 2017
Willis Towers Watson says a variety of operational, strategic and portfolio management goals will help plan sponsors best utilize resources to improve outcomes.
Why it’s important to not skip Medicare open enrollment: Retirement Scan
Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.
Why it’s important to not skip Medicare open enrollment: Retirement Scan
Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.
Companies compete to bring lowest cost TDFs to market
Charles Schwab creates waves with its new series of target-date funds.
Companies compete to bring lowest cost TDFs to market
Charles Schwab creates waves with its new series of target-date funds.
The index fund turns 40 — and gets its revenge
These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.
