| Another Appellate Court Allows Participants to Seek Plan Reformation |
| Citing the Supreme Court decision in Amara v. CIGNA Corp., the 9th U.S. Circuit Court of Appeals has moved forward equitable relief claims of plan participants who say they were misled about the pension benefits they would receive.
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| Income Volatility a Challenging Factor in Retirement Planning |
| Results of the Federal Reserve’s latest Survey of Household Economics and Decisionmaking suggest income volatility has become a real hurdle to retirement saving and wealth forecasting.
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| Getting Personal |
| A retirement plan adviser finds out that a golf buddy or member of the same club or religious organization needs help with a company retirement plan. It might seem like a simple and streamlined way to pick up new business, and the benefits are obvious: increased revenues, plus the satisfaction of helping out a contact or friend. What could go wrong?
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| Housing Costs Never Really Go Down for Clients |
| At the mean, the numbers imply that the typical retiree is directing more than one-third of annual income to meet housing costs, compared with between 8% and 16% on health care, depending on exactly how old the individual is.
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