by Matthew Spay | Dec 27, 2018 | Blog
Posted on December 29, 2017 by retirementtimesnewsletter Many employer survey results indicate that 92 percent are expanding financial wellness programs; one-third of the workforce is 50 or older; and 73 percent are planning for increased healthcare costs due to an...
by Matthew Spay | Dec 20, 2018 | Blog
Posted on December 29, 2017 by retirementtimesnewsletter North Carolina has nine DB plans with assets of $93 billion and three DC plans—a 457(b) plan with 53,080 participants and $1.3 billion in plan assets, a 401(k) plan with 247,114 participants and $9.2 billion in...
by Matthew Spay | Dec 18, 2018 | Blog
Posted on December 29, 2017 by retirementtimesnewsletter Everyone has behavioral biases. Many people have a bias for the present over the future, for inattention and for heuristic thinking (stimulating interest as a means of furthering investigation). Retirement...
by Matthew Spay | Dec 13, 2018 | Blog
December 22, 2017 by retirementtimesnewsletter Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to do what you can to make it so. Enjoying good health in retirement is key to quality of life. The other major determiner of...
by Matthew Spay | Dec 11, 2018 | Blog
Posted on December 22, 2017 by retirementtimesnewsletter Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees...
by Matthew Spay | Dec 6, 2018 | Blog
Posted on December 22, 2017 by retirementtimesnewsletter When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t exactly new to the game. They’ve been around since 2003 and have only increased in popularity among employers,...
