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| Health Care Unknowns Have Always Vexed Retirement Planners |
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A new “Cost of Long-Term Care” analysis published by Moll Law Group underscores the fundamental difficulty of planning for the health care unknowns faced by all retirement savers.
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| Helping Employers Sort HSA Facts from Fictions |
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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.
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| Participants Speak Clearly About Need for DC Account Income Planning |
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A new report published by Cerulli Associates draws out participant perspectives on the topic of DC plan decumulation, revealing that many of those leaving the work force feel “generally clueless” about how to manage their nest egg.
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| With Litigation Rush, Fiduciary Insurance Adequacy Is Critical |
| As a result, insurers are scrutinizing potential customers more carefully, asking for extensive documentation and proof of compliance with stated policies.
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| Considerations for Helping Terminating and Retiring Participants |
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“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.
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| Retirement Income Solutions and Strategic Withdrawals |
| Thomas Dodd, executive director of Pavilion Advisory Group, speaks to the importance of implementing a strategic withdrawal plan once retirees initiate distributions of DC plan assets.
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