Thanks to the changes resulting from the passage of the tax reform law, employee benefits programs are or will be improving. Willis Towers Watson, as reported in NAPA Net, surveyed over 300 large and mid-sized employers with 66% of those surveyed indicating they will probably be improving their benefits. Many companies have already done so....Read More
In a recent ThinkAdvisor.com report, Cerulli Associates for asset managers indicated that the “medium is just as important as the message when marketing to millennial investors. Younger investors need to be seen separately…it is crucial to identify products that are more likely to appeal to them…important differences can lie in the medium as much as...Read More
According to The Society of Actuaries’ most recent “Risks and Process of Retirement Survey”, there is a significant increase in consumers’ concerns about their finances both before and after retirement. 61% of pre-retirees indicated a sense of unpreparedness to handle expenses that could exhaust their assets in retirement. 47% of retirees also fell into this...Read More