UpFront |November 2016 HSAs in Conjunction With HDHPs on the Rise An HSA in conjunction with an HDHP enables employees to set aside pretax dollars to cover out-of-pocket medical expenses
Survey Says |November 2016 Benchmarking And Provider Changes When was the last time your company performed a benchmarking for providers?
Washington Update |November 2016 Rules & Regulations Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to know
UpFront |November 2016 Generations Display Different Financial Goals and Anxieties How does each generation feel about it's future?
UpFront |November 2016 Increased Market Volitility Many Americans view the election as a source of uncertainty
Insights |November 2016 Not the Same … Not Even Close This group of plans received a label it does not merit.
UpFront |October 2016 DCIIA Standardizes ‘Auto’ Terminology The clarified terms should make it easier to employ—and understand—‘auto’ plan features.
UpFront |October 2016 Couples Need Help Planning Retirement Retirement plan sponsors can help by including spouses and partners in educational events.
UpFront |October 2016 Small Business 401(k) Fees Top 2% Benchmarking data from other small plans is hard to come by.
UpFront |October 2016 Consistency Increases Savings Potential The average 401(k) plan account balance of the consistent participants grew at a compound annual average rate of 15.5%, from 2010 through year-end 2014, to $130,493.
403(b) Q&A |October 2016 403(b) Questions, Answered Excluding temporary employees from making deferrals; a non-ERISA plan audit; governmental 403(b)s; ERISA plans and their regulations
Saxon Angle |October 2016 State IRAs Finalized Will this signal a shift away from employer-based plans?
UpFront |October 2016 Income-Generating Strategies The report offers strategies to help plan sponsors, advisers and retirees offer retirement income programs.
UpFront |October 2016 Retirement Planning Apps Equally Important to Millennials and Boomers Technology can help all generations
UpFront |October 2016 What The 403(b) Excessive Fee Lawsuits Do Not Consider 403(b) plan's have a much different history than 401(k) plans
Done Deal |October 2016 A New View of Retirement A public plan sponsor gives employees a virtual retirement tour
UpFront |October 2016 Study Finds Retirement Calculators Tax In-Efficient They may cheat investors out of at least six years of retirement income by using inefficient drawdown strategies.
UpFront |October 2016 Asian-Americans Need Financial Education They place high importance on providing college tuition and taking care of family members