Is your client really ready to retire?
Seniors should not only have a financial plan in place, but activities to keep them preoccupied.
Retirement readiness
Benefits Think How advisers can bridge the retirement planning gap with women
Female plan participants confront many obstacles for planning well for a successful retirement. Here’s how benefits advisers can help.
Michael Ross
Cornerstone Financial Group
Benefits Think How advisers can help employers attract and retain top talent
Employee benefit advisers can offer key insight into retirement planning from the perspective of employers.
William J. Rossi
Koss Olinger
10 key features of a retirement-ready 401(k)
Auto-enrollment, auto-escalation, participant investment advice and Roth 401(k) availability are among the important traits of a plan.
Benefits Think Roth contributions: How to help employees understand the benefits
Employee education is key when it comes to Roth contributions. Here’s what employers and benefit advisers need to know.
Andrew S. Zito
Lamco Advisory Group
How the proposed MEP rule could reshape retirement for small businesses
Prudential Retirement’s Harry Dalessio says the DOL’s proposed rule on multiple employer plans is a “significant step forward in addressing the retirement challenges” facing small employers.
Benefits Think Roth contributions: How to help employees understand the benefits
Employee education is key when it comes to Roth contributions. Here’s what employers and benefit advisers need to know.
Andrew S. Zito
Lamco Advisory Group
25 worst cities for retirement
Employees who want to stretch their dollars during their post-work years may want to avoid these places.
How the proposed MEP rule could reshape retirement for small businesses
Prudential Retirement’s Harry Dalessio says the DOL’s proposed rule on multiple employer plans is a “significant step forward in addressing the retirement challenges” facing small employers.
Benefits Think Stop making 401(k) contributions. Fill up your HSA first
Employers, here’s why you should tell employees contributing to a triple-tax-free health savings account is more valuable and versatile than boosting a retirement plan.
Robert C. Lawton
Lawton Retirement Plan Consultants
HSA users do not see plans as tax savings, retirement tools
Health savings account participants are more engaged in their healthcare decisions but still see HSAs as ways for reducing medical expense.
Forget the savings. Employees use HSAs as spending accounts
Nearly two in three workers are tapping their health savings accounts to pay for healthcare expenses with only a modest 8% saving for the future.
25 worst cities for retirement
Employees who want to stretch their dollars during their post-work years may want to avoid these places.
Podcast Generation X, millennials anxious about retirement: Transamerica Institute CEO
Catherine Collinson discusses what is bringing down American retirement confidence and how benefits professionals can help.
401(k) co-creator: Next financial crisis may be worse
Ted Benna, known for his work with early planning on the retirement vehicle, sounds the alarm about economic landmines that remain — four decades since the advent of the 401(k).
Podcast Generation X, millennials anxious about retirement: Transamerica Institute CEO
Catherine Collinson discusses what is bringing down American retirement confidence and how benefits professionals can help.
401(k) co-creator: Next financial crisis may be worse
Ted Benna, known for his work with early planning on the retirement vehicle, sounds the alarm about economic landmines that remain — four decades since the advent of the 401(k).
Can’t afford to start a family? Benefit pros can help
“Finances are a huge reason behind choosing to have, or not have, children,” says Ken Dychtwald of Age Wave.
25 best cities for retirement
Employees who want to stretch their dollars the furthest during their post-work years may want to consider relocating to these places.
Can’t afford to start a family? Benefit advisers can help
Today, people are factoring finances in their decision to become parents — or not. Benefit teams can help ease the minds of employees who want to take on the responsibility of raising children.
