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May 10th, 2019

Former Hospital Employees Sue Archdiocese Over Pension Plan

The case is similar to other cases that have been filed on the federal level challenging a pension’s “church plan” status, but this complaint alleges that the actions taken by the Archdiocese violate New Jersey contract and trust law.Read more >

Employees Need Education About Social Security’s Part in Retirement Income

Seventy percent of employees surveyed by the Nationwide Retirement Institute think they are eligible for full Social Security benefits before they actually are.Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

Employees Split Over Controlling Their Assets in Retirement

Nearly three-quarters of workers say income stability is more important than maintaining wealth in retirement, but approximately one-third each chose managing their own assets or managing half of their assets and purchasing a guaranteed income product with the other half.Read more >

Financial Wellness a Key to Retirement Preparedness

A multi-year study found employees who regularly engaged with their employer’s financial wellness program more than doubled their feeling of retirement preparedness.Read more >

Retirement Confidence Up, But Concerns Remain

While retirement confidence ticked up for workers in the 2019 Retirement Confidence Survey, many are still concerned about debt and health care expenses and are not financially prepared.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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