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Brexit Fears Unfounded As EU Exit Could Take Years

Jun 27, 2016 | Economics, Investing, Legislative, Markets

Last week’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable.  The uncertainty of how, exactly, Europe and Britain will...

How Long Should Retirement Plan Records Be Retained?

Jun 3, 2016 | Benefits, Retirement Plans

Maintaining an employer-sponsored retirement plan can be an onerous task. With Basic Plan Documents, interim amendments, required restatements, Summary Plan Descriptions, enrollment and beneficiary forms, and federal forms it’s easy to see just how much paper a...

Saving For Retirement and Eating Vegetables Have More In Common than Previously Thought

Sep 10, 2015 | Benefits, Retirement Plans

When we were children, none of us wanted to eat our vegetables. We were told the benefits of eating them, but the constant begging from our parents produced little results. As we fast forward to adulthood, we’ve found that not only do we eat our vegetables, we...

The Importance of Positioning Health & Retirement Benefits Together

Aug 11, 2015 | Benefits, Retirement Plans

It is no secret that health care is a top concern for employers and employees, as legislative reform and rising costs are challenging company resources and limiting employers ability to offer the type of benefit packages that have become the standard. With limited...

Surprise! Savings Is the Most Important Driver of Retirement Readiness

Jun 3, 2015 | Benefits, Retirement Plans

The Aegon Retirement Readiness Survey for 2015, titled Inspiring a World of Habitual Savers, just came out and showed that habitual savers are more prepared than those that save periodically. While this may not come as a surprise to many, the survey highlights just...
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