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    TrendsFinancial literacyRetirement readiness

    Helping retirees understand Medicare

    Securing one’s continued insurance coverage through retirement is critical. With so much to take care of, it can be overwhelming for retirees to make sure everything is in order as they sunset out of working life. Medicare in particular can be confusing.

    Those on the cusp of retirement may begin to have more questions about how to navigate the complexities of Medicare. Here’s an overview of Medicare’s parts and retirees’ healthcare options that can help inform financial and human resources professionals who often face questions from workers as retirement approaches.

    October 25, 2023 | 6 min read

    InvestmentsRetirement readinessTPA

    Cash balance plans: The right solution for the right plan sponsor

    In recent years, traditional pension plans have become less common and defined contribution plans have grown in popularity.

    To help clients maximize their retirement benefits, cash balance plans provide an alternative to traditional pension plans. Cash balance plans combine the best benefits of traditional pension plans and defined contribution plans.

    October 18, 2023 | 2 min read

    TrendsWellnessRetirement readiness

    Mental health & money: How financial professionals can help

    We can probably agree the phrase “Money can’t buy happiness.” isn’t entirely true, or at least, that it ignores the differences having enough money can make.

    October 11, 2023 | 3 min read

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    PolicyFinancial literacyPlan design

    Ideas to educate your employees during annual benefits enrollment

    Leaves are falling. There’s a chill in the air. It can only mean one thing: Annual benefits enrollments are right around the corner!

    October 04, 2023 | 3 min read