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Are employer-sponsored Health Savings Accounts the new “401(k) plans for health care”? According to a Fox Business report they may well be. Money going in and out of HSAs — if spent on medical expenses — is tax free and grows tax free. And unlike health flexible spending accounts, unspent funds... READ MORE
Sooner or later, at just about every retirement plan conference, you’ll hear someone — and generally more than just one someone — cite the statistic that “only about half of working Americans are covered by a workplace retirement plan.” In fact, as an advisor, I’d be surprised if you hadn’t passed... READ MORE
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Massachusetts is representative of a common... READ MORE
Roughly three-fourths of affluent investors perceive at least one major threat to their retirement security, but strategies for overcoming these threats vary by risk tolerance, according to a December survey from Spectrem’s Millionaire Corner. Self-described conservative investors are most likely... READ MORE
The Wall Street Journal picked its 2012 winners and losers after a year that showed steady gains with low volatility amid worries and uncertainty like the fiscal cliff, European debt and China’s slowing growth. The S&P (counting dividends) was up 15%, the DJIA 6%, NASDAQ almost 14% and junk... READ MORE
In his monthly “Investment Outlook,” PIMCO’s Bill Gross questions the long-term wisdom of the Fed’s continuing efforts to keep the economy growing by pumping in money to spur investments. As Ben Bernanke said in November 2011, “Like gold, U.S. dollars have value only to the extent that they are... READ MORE
Arthur J. Gallagher & Co. announced the acquisition of Gardner & White, an employee benefits consultant based in Indianapolis specializing in the health care industry. Last week Gallagher announced two other acquisitions, including Michigan-based Eriksen Group and Minnesota-based Unisom.... READ MORE
It’s no secret that most of NAPA’s 4,000 members enrolled as part of NAPA’s relationships with its Firm Partners. What’s pleasing too is that NAPA has also attracted hundreds of individual plan advisors to join NAPA on their own. Here’s an interesting profile of those individual plan advisors that... READ MORE
This may be news only to the president and Congress, but not only do American workers think the government should take steps to enhance tax incentives for retirement plans like 401(k)s, but most don’t expect to rely on Social Security — which younger workers don’t even think will be around when... READ MORE
In building strategic partnerships, Pete Kirtland wrote in Friday’s Wall Street Journal about the value and benefits of the unbundled approach: “When we talk about building 401(k) partnerships, there are two models in the retirement plan space. The old-fashioned one is called bundled. That's where... READ MORE