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| Benefits & Administration |
| Wealthier Participants Say They Don’t Need RMDs for Living Expenses |
| While 88% of high-net-worth consumers between the ages of 65 and 75 are familiar with required minimum distributions (RMDs), 80% say they will not need this money for day-to-day living expenses, according to the new “RMD Options Study” by Allianz Life. They want to find other ways to use RMD payments.Read more > |
| HSAs Offer Improved Investment Options |
| In its second annual study assessing plans from 10 of the largest health savings account (HSA) plan providers, Morningstar assessed each plan as both an investing vehicle and spending vehicle. Morningstar found that the quality of investments remains strong and has improved since last year, with at least half of each plan’s investment options earning Morningstar Analyst Ratings of Gold, Silver or Bronze. Investment menu designs have also gotten better, with several plans taking steps to reduce menu overlap or add core investment options. However, it found fees remain elevated and transparency remains poor.Read more > |
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| Products, Deals and People |
| Stadion’s StoryLine Offered by ABG Rocky Mountain |
| According to the firms, StoryLine’s approach “recognizes that every plan sponsor and employee is unique.”Read more > |
