Tag: Health care

Client Service January 13th, 2016

State of the Union Underscores Health-Retirement Link

President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for thought for the DC investment industry.

Data & Research January 7th, 2016

Percentage Able to Afford Essentials in Retirement Rises

Forty-five percent can meet these expenses, up from 38% two years ago, Fidelity says.

Data & Research December 11th, 2015

Number of First-Time 401(k) Savers Jumped in 2015

First-time health savings account usage also increased nicely.

Data & Research December 9th, 2015

Pre-Retirees Not Talking About Retirement Health Cost Fears

Pre-retirees among all financial statuses have fears about health costs in retirement, but they are not having the conversations needed to plan for them.

talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

trendspotting

Trendspotting

A look at the latest concerns and actions among employees, and what they mean for advisers

Practice Management November 16th, 2015

HSAs Can Be Like DC Plans for Retirement Health Costs

Health savings accounts can be used much like defined contribution plans to save for retirement, and the key to growth is investing them.

Data & Research November 5th, 2015

Employees Increasingly Worried About Health Care in Retirement

Health care expenses in retirement was the fastest-growing savings objective in a regular survey of employees.

Products November 4th, 2015

Genworth Unveils Long-Term Care Adviser Resource

Long-term care insurance provider Genworth has launched a new online resource to help financial professionals educate and guide clients in this challenging area. 

Client Service November 4th, 2015

Using ACA as Bridge to Retirement Health Coverage

Experts suggest the Affordable Care Act offers options for those seeking early retirement but needing, for obvious reasons, to maintain affordable medical coverage traditionally only found in the workplace.  

Data & Research November 3rd, 2015

Affluent Boomers Fear Long-Term Care Could Derail Retirement

But only three in 10 have addressed the issue.

Data & Research October 29th, 2015

Rx Costs Drive Up Amount Needed for Retirement

Individuals with high prescription drug costs need to save substantially more for retirement than others.

Data & Research October 20th, 2015

Health Care Costs Impact Retirement Savings

Those with the highest financial stress levels worry most about health insurance.

Data & Research August 26th, 2015

People More Concerned About Retirement Than Health

Participants view their 401(k) as an essential workplace benefit.

Data & Research August 25th, 2015

HSAs Growing in Popularity, EBRI Finds

Balances in HSAs that leverage 401(k)-like investments are six times larger than those without them.

Client Service August 24th, 2015

Advisers Addressing Health Care Costs in Retirement

Advisers say they are biting the bullet to educate participants about these high costs.

Data & Research August 5th, 2015

Health Care Costs Remain Major Retirement Expense

A 65-year-old couple can expect to pay $220,000 on health care in retirement, a government group says.

Products July 29th, 2015

App Compares Retirement Health Care Costs

Advisers can use the HealthView Explorer app to spark conversations about health care costs in retirement.

Data & Research July 28th, 2015

Employees Rely on Benefits for Financial Preparedness

Employees value their workplace benefits, Guardian finds.

Data & Research July 24th, 2015

Two in Three Private Workers Offered Retirement Plan

The Bureau of Labor Statistics released its March National Compensation Survey findings.