Tag: Health care

But less than half are willing to do the same for better health care benefits, Willis Towers Watson learned in a survey. 

While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.

However, they also say their wealth has helped them live a healthier life, UBS found in a survey

Health care costs, especially, come with sticker shock

Health savings accounts are often described as the 401(k) of health care—so it is only natural that retirement specialist advisers can play an important role in educating the...

Only 25% expect life to be better in retirement, Nationwide found in a survey.

Furthermore, only 37% are contributing to an IRA, and 18% to a HSA, Edward Jones learned in a survey

The platform highlights the importance of integrating both physical health and financial wellness in a worker's lifestyle. 

Of the 48% who say their health care costs have increased, more than one-quarter have decreased their retirement plan contributions.

The guidance covers verification procedures, timely loan and hardship withdrawal repayments, and health care coverage.

By making workers aware of health and financial benefits, employers can make their workforce more engaged and productive—and avoid costly expenses.

Yet only 20% have taken any step toward funding their long-term care expenses.

A survey of the newly retired finds 40% spend more for health care than they’d expected.

The time is ripe for retirement plan advisers to get into the business of educating about HSAs, experts say.

Medicare costs are expected to rise and deliver a significant blow to Americans' retirement savings, according to a new report by the CRR.

Through a single partner, employers will be able to manage health care benefits, promote enrollment and satisfy compliance requirements.

Savers can now invest intelligently and reduce costs with a single view of their retirement and health funds, the firms suggest. 

A poll found most Americans think Medicare or health insurance will cover the costs.

Lively, Inc. introduced investment capabilities through an integration with TD Ameritrade Institutional’s Self-Directed Plan Services platform.