Data & Research
April 19th, 2018
However, they also say their wealth has helped them live a healthier life, UBS found in a survey
Data & Research
April 10th, 2018
Health care costs, especially, come with sticker shock
Data & Research
February 28th, 2018
Only 25% expect life to be better in retirement, Nationwide found in a survey.
Data & Research
February 27th, 2018
Furthermore, only 37% are contributing to an IRA, and 18% to a HSA, Edward Jones learned in a survey
Data & Research
January 26th, 2018
Of the 48% who say their health care costs have increased, more than one-quarter have decreased their retirement plan contributions.
Compliance
November 21st, 2017
The guidance covers verification procedures, timely loan and hardship withdrawal repayments, and health care coverage.
Client Service
October 27th, 2017
By making workers aware of health and financial benefits, employers can make their workforce more engaged and productive—and avoid costly expenses.
Data & Research
October 26th, 2017
Yet only 20% have taken any step toward funding their long-term care expenses.
Data & Research
October 25th, 2017
A survey of the newly retired finds 40% spend more for health care than they’d expected.
Practice Management
October 19th, 2017
The time is ripe for retirement plan advisers to get
into the business of educating about HSAs, experts say.
Data & Research
October 11th, 2017
Medicare costs are expected to rise and deliver a significant blow to Americans' retirement savings, according to a new report by the CRR.
Products
October 4th, 2017
Through a single
partner, employers will be able to manage health care benefits, promote
enrollment and satisfy compliance requirements.
Products
October 3rd, 2017
Savers can now
invest intelligently and reduce costs with a single view of their retirement
and health funds, the firms suggest.
Data & Research
September 28th, 2017
A poll found most Americans think Medicare or health insurance will cover the costs.
Products
September 26th, 2017
Lively, Inc. introduced investment capabilities through an integration with TD Ameritrade Institutional’s Self-Directed Plan Services platform.
Data Points
Companies midsized and up are likelier to offer NQDCs, HSAs
and more
Data & Research
September 20th, 2017
In addition, more than one-quarter of recent retirees say life is worse because of income and cost of living.
Client Service
September 18th, 2017
Advisers who help plan sponsor clients address employees' health care cost concerns may be helping to boost employees' retirement savings.
Client Service
September 13th, 2017
A 65-year-old couple retiring today can expect to pay $400,000 in health care expenses.
Client Service
September 8th, 2017
The health care cost inflation projections contained in HealthView
Services’ latest reporting are simply astounding; accounting for projected lifetime inflation, a
healthy retired couple at 65 can expect $600,000 in health-related expenses alone.