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Study: Retirement Plan Fees’ Decline Slowed in 2017

HR Daily Advisor

Retirement plan recordkeeping, trust, and custody fees—in a steep decline for years under pressure from sponsors, participants, federal regulations, and litigation—remained flat for the first time since 2010, according to a new survey. Jane Meacham is the editor of BLR’s retirement plan compliance publications.

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Study: Defined Benefit Plans Funded Ratio Increased Moderately in 2017

HR Daily Advisor

Strong market returns and larger-than-expected employer contributions shored up the funded status of the United States’ largest corporate pension plans modestly at the end of 2017, compared with the end of 2016, according to an analysis released January 2 by consulting firm Willis Towers Watson. trillion at the end of 2016 to an estimated $1.43

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Multiemployer Pension Plan Funding Nears Peak Since 2008 Crash, Study Says

HR Daily Advisor

Multiemployer retirement plans’ funding in the first half of 2017 neared its best position since the market collapse of 2008, according to a new study by the actuarial consulting firm Milliman. multiemployer defined benefit (DB) plans from December 31, 2016, to June 30, 2017. Gap Continues to Widen.

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Help Employees Understand the HSA Value Proposition

Corporate Synergies

million accounts in 2006 to over 22 million at the end of 2017. The opportunity to set aside pre-tax money for expenses in the future is an area where the HSAs and retirement plans, like 401(k) and 403(b), start to blend together in an employee’s retirement savings strategy. Using HSAs as an Investment Strategy for Retirement.

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How HR Can Tackle Diversity Using the Rooney Rule

Visier

The results were impressive – minority head coaching hires in the NFL increased from 6% to 22% in 2006 – and as the White House strives to show, the implications of the rule can be far-reaching. As baby boomers head into retirement, companies will face a huge shortage of skilled workers to replace them.

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The Critical Illness Insurance Market Continues to Trend Upward in the US

InfinityHR

In 2016 alone, the costs of care hit over $10,ooo per person. Are You Thinking About Healthcare Costs While Planning for Retirement. A recent report released by LIMRA/Career Builder shows that the critical illness insurance market is trending upwards which is great for people who are looking for ways to help offset these rising costs.

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Jim Dischert of Three Sixty Wealth Management: “Focus on your TEAM”

Thrive Global

Since 1995, Jim has specialized in assisting business owners, affluent families, and individuals in addressing the long-term financial and retirement planning issues they face. In 2006, he founded Three Sixty Wealth Management, determined to provide a superior level of commitment, dedication, and service to his clients.