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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

    InvestmentsRetirement readinessMedicare/Social Security

    5 fast facts to avoid taking Social Security too early

    Financial professionals and plan sponsors are often well aware of the pitfalls of taking Social Security too soon. But are your plan participants?

    September 27, 2023 | 3 min read

    WellnessInvestments

    How to help widows navigate a new reality

    When a client or employee loses a spouse, they lose a lot more than a mate or partner; they may also lose a sense of themselves and their hopes for the future. If they’re not careful, they could also lose a lot of money.

    September 20, 2023 | 3 min read

    InvestmentsMarketsRetirement readinessMedicare/Social Security

    Retirement readiness: Combining sources for a sustainable income

    Diversification is a common investment strategy for many. Not only are workers encouraged to diversify within a portfolio, many will need to rely on a diverse range of income sources in retirement.

    September 13, 2023 | 4 min read

    WellnessMedicare/Social Security

    7 Social Security facts women need to know

    Social Security has long been a relied-upon source of income for retirees. As you meet with plan participants, you may need to have different conversations with women than you do with men, especially when it comes to exploring the role of Social Security benefits in their retirement strategy.

    September 06, 2023 | 3 min read

    Wellness

    Leadership survival guide: Top 7 skills to thrive as a modern CEO

    In the dynamic world of business, the role of a CEO has evolved to become much more complex and demanding than it was just a few years ago. The pace and intensity of change in today’s business landscape are amplified by technology, globalization and the transformational forces they bring along.

    August 30, 2023 | 4 min read