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Understanding the HSA: Frequently Asked Questions

Apr 6, 2018 | Benefits

One tax-efficient way to save for retirement healthcare expenses is through a Health Savings Account (HSA) coupled with a High Deductible Health Plan (HDHP).  Even though the HSA savings vehicle was created in 2003, it has generally been misunderstood and is just...

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...

Supreme Court Decides in Tibble vs. Edison Case

May 21, 2015 | Benefits, Legislative, Retirement Plans

In a unanimous decision, the Supreme Court has ruled in favor of plan participants in the Edison International 401(k) plan who claimed company fiduciaries violated their duty to monitor three retail-class mutual funds. Background and the Decision The original suit...
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