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Usage of Roth options have significantly grown over the past decade. The availability of having Roth offered increased to about 63 percent of plans in 2016 in comparison to only around 30 percent in 2007. These results were obtained from a recent survey of Profit Sharing and 401(k) Plans by the Plan Sponsor Council of...
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The Employee Benefits Security Administration’s fiscal year coincides with that of the federal government – October 1 through September 30, and the numbers for 2017 are in, and have been reported by NAPA Net. Briefly, the agency’s total monetary recoveries for 2017 was $1.1 billion in direct payment to plans, participants and beneficiaries, vs. $777.5...
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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....
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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...
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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...
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