Client Service

Helping Employers Sort HSA Facts from Fictions

The health care plan and the health savings account are not the same thing; while the employer has some administrative responsibilities, the HSA belongs wholly to the employee and is portable.

Considerations for Helping Terminating and Retiring Participants

“If a plan sponsor can invest in an adviser or other person to provide direction for terminating or retiring employees, that would be extremely helpful,” Terry Dunne, from Millennium Trust Company, told 2018 PLANSPONSOR National Conference attendees.

Creative Funding Strategies DB Clients Should Consider

Borrowing to fund and making in-kind contributions were just a couple of the strategies Robin M. Solomon, a partner at Ivins, Phillips & Barker, shared with attendees of the 2018 PLANSPONSOR National Conference.

An Experiment in Crowd Funded 529 College Savings

A little more than a year ago, Franklin Templeton launched its “Spryng” college savings tool, making a bet that the capabilities of crowdfunding could translate well to the college savings domain.

Social Security Uncertainty Must Inspire Concerted Action

Commenting on new Social Security deficit projection figures published this week, Rob Fishbein, corporate counsel at Prudential Financial, says it’s not time to hit the panic button yet—but it is time to take very seriously the retirement income challenge individuals face.

Franklin Templeton Report Tackles 529 Plan Myths

As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers have highlighted the opportunities presented by 529 plans.

Technology and Retail Clients Most Burdened by Student Debt

Data provided by CommonBond shows that workers in the technology and retail industries are most straddled with student loan debt; even workers in industries less impacted by student debt say they believe employers should help.