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Planning for Health Care in Retirement
The critical discussion advisers need to have with participants about health care
Lincoln Grows Wholesale Distribution Team
Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added three sales directors to its intermediary retirement plan sales force.
OneAmerica Looks to Retirement Income
Nicolas Lance has joined the companies of OneAmerica in a newly created position of vice president, retirement income strategies.
BrightScope Relaunches Advisor Pages
Advisers can now update their profiles for free on BrightScope’s platform, which has been enhanced with several features.
Investor Optimism Slips in Q4
Perception is reality—at least when it comes to movements in investor optimism.
The Conversation Advisers Aren’t Having
Misconceptions about the Affordable Care Act, the need for long-term care and how to address the particular needs of women savers are opportunities for key discussions.
PRT Index Up Slightly in November
The Dietrich Pension Risk Transfer (PRT) Index increased fractionally during November.
Retirement Crisis Worse for People of Color
Every racial group faces a retirement crisis, but people of color face particularly severe challenges in preparing for retirement.
DOL Clarifies the QPAM Exemption’s Anti-Criminal Rule
When a plan subject to the Employee Retirement Income Security Act (ERISA) appoints an investment manager to manage a portion of the plan’s portfolio, the plan will frequently...
Corporate Pension Funding Ratio Nears 94%
The Milliman 100 Pension Funding Index shows that the funded status of the 100 largest corporate defined benefit (DB) pension plans improved to 93.9% during November.
Estimates May Inflate Retirement Needs
Common assumptions for estimating retirement costs may inflate actual needs.
BPAS Expands DB, Post-Retirement Admin.
Community Bank System, Inc., through its subsidiary Benefit Plans Administrative Services, Inc. (BPAS), reached an agreement to acquire an actuarial and consulting practice from EBS-RMSCO, Inc.
Pension Index Sees Five-Year High
The Towers Watson Pension Index reached a five-year high during November.
Opportunity Abounds Among Older Workers
Nearly one in four U.S. households age 50 to 59 wants more investment advice—and is willing to pay for it.
More Plans Institutionalize Investment Lineups
A new report finds that more employers are institutionalizing their 401(k) investments lineups.
Skimpy Savings Point to Bleak Futures
More than half (55%) of Americans are in poor or fair condition when it comes to covering estimated essential living expenses in retirement, research finds.
Corporate Pension Funding Up in November
The funded status of the typical U.S. corporate pension plan in November improved 2.1 percentage points to 93.9%.
Self-Employed and Struggling to Save
Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.
Supermarket Chain Agrees to Restore Plan Assets
A Department of Labor (DOL) lawsuit has resulted in a supermarket chain, headquartered in Brookings, Oregon, to restore assets to its retirement plan.
Chepeni(k)’s Thoughts: Employer Matching Contributions Not a Panacea
I learned one of my favorite words when I was living in Louisiana: lagniappe. It refers to a small gift a merchant gives a customer when they buy...