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Millennials Most Confident about Benefits Decisions
Millennials are by far the most confident about their ability to make the right benefit decisions, according to The Guardian Life Insurance Company of America.
Perspective: Preparing for ‘Nonfinancial Shocks’
When The Hartford asked Americans age 45 and older about their retirement plans, two in five said they intended to work longer and delay retirement, or work part...
DBL Investors Announces New Hires
DBL Investors appointed Lisa Hagerman as Director of Double Bottom Line Programs, and Patrick Sagisi and Sarah Ham to be Associates on the investment team.
Financial Benefits Network Launches Resource Portal
Financial Benefits Network (FBN) has launched a benefits resource portal that provides employers and employees access to corporate benefit information and personal finance educational materials.
2009 Respite Brief for S&P 500 Pensions: Report
The 34% global market rebound of 2009, while a welcome respite, only slightly improved the funding status of S&P 500 pension plans, according to a recent analysis.
AXA Introduces Retirement Income Education Program for Advisers
AXA Distributors, LLC, the annuity wholesale distribution unit of AXA Equitable Life Insurance Company, now offers an educational program about retirement income planning for financial professionals.
Court Dismisses Aetna Securities Fraud Suit
A court dismissed a securities fraud suit accusing executives at health insurance giant Aetna Inc. of making false statements about the company's “disciplined″ pricing strategies to drive up...
Synapses Launches Total Benefit Statement Service for Advisers
Synapses Inc. launched the Total Benefit Statement service to provide advisers with a comprehensive report of employment benefits.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
IRS Updates Procedures for Issuing Various Plan Guidance
Internal Revenue Bulletin 2008-1 provides updates and restatements of eight IRS revenue procedures that govern letter rulings, information letters, determination letters, and other guidance regarding employee plans.
Workers Willing to Get, Not Necessarily Take, Advice
Even as defined contribution plans emerge as the preferred employer-sponsored pension plan, a survey by the Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates suggests that workers may...
Replacement Rate Assumptions Could be Wishful Thinking
Although conventional planning models often use replacement rates of 70% or 85%, a new study says that the vast majority of Americans are not coming close to achieving...