Aug 28, 2015 | Asset Allocation, Boomer Retirement, News
“Given the choice, prospective employees are more likely to opt for the job that offers an employer-sponsored retirement plan over one that provides a higher salary,” writes Marlene Y. Satter in a revealing benefitspro.com piece. “That’s just one of the findings in...
Aug 26, 2015 | 401k, News, Planning for Longevity, Retirement Plans
In a highly interesting benefitspro.com piece headlined Massive turnover of 401(k) plans possible in 2016, Nick Thornton writes that “the next year has the potential to bring massive turnover to 401(k) plans, as 75 percent of plan sponsors say they are likely to...
Aug 24, 2015 | Do You Know, Planning for Longevity, Retirement Plans
WASHINGTON — Following the emergence of new variations of widespread tax scams, the Internal Revenue Service [on Aug. 6] issued another warning to taxpayers to remain on high alert and protect themselves against the ever-evolving array of deceitful tactics scammers...
Aug 20, 2015 | Planning for Longevity, Retirement Plans
“Thirty-eight percent of U.S. investors have a written financial plan to help them achieve their investment and retirement goals,” writes Jeffrey M. Jones on gallup.com. “Retired investors (43%) are more likely than non-retired investors (36%) to have a written...
Aug 18, 2015 | Retirement Plans
“A recent report from the American Institute for Economic Research (AIER) makes the case that as retirees age, they should increase the portion of retirement savings invested in stocks to as much as 70 percent,” writes the always interesting Steve Vernon in a...