Monthly Archives: September 2011

Tips on Target Date Funds (from WSJ)

Posted on September 28, 2011 by

If you’ve been following our posts, you know TDFs are a “buzz investment” right now. This article from the WSJ sheds some light on which TDFs are worth the buzz. – Eric A Wish List for Retirement Funds Target-date funds … Continue reading →

Posted in Executive Benefits, Qualified Retirement Plans, Retirement, Retirement Plans

California could pose problem for Obama’s healthcare reform (From LA Times)

Posted on September 28, 2011 by

California represents a different approach to healthcare reform. Great article from the LA Times on what this could mean for the federal system. – Eric California, a model for healthcare reform, is seeking to impose some of the toughest limits … Continue reading →

Posted in Health, Health & Welfare, Health Reform | 1 Comment

Fiduciary Definition Proposal Being Redefined

Posted on September 23, 2011 by

The expansion of the Employee Retirement Income Security Act’s (ERISAs) definition of fiduciary has been thwarted, for now.  The hotly contested proposal has suffered a stream of bipartisan opposition, numerous comments, three days of hearings and intense lobbying from industry … Continue reading →

Posted in Estate Planning, Executive Benefits, Qualified Retirement Plans, Retirement, Retirement Plans

The Affect of Healthcare Costs on Income Growth

Posted on September 23, 2011 by

A must-read. This article provides insight into how rising healthcare costs have taken away the average American’s ability to recognize real gains in income. Feel like the middle class is stuck? Maybe this is why … Full article here – Health … Continue reading →

Posted in Health, Health & Welfare, Health Reform, News & Updates

Why the Urgency to Lower Health Costs?

Posted on September 16, 2011 by

Great editorial on the “new” urgency to lower health costs. Turns out this isn’t such a new concern after all. Continue reading →

Posted in Health, Health & Welfare, Health Reform

403b vs. 401k – What’s the Difference?

Posted on September 16, 2011 by

Great compilation of information on 403b plans and common misconceptions about them. Full article available in original format here. Kind of similar, but really different, 401(k) plans and 403(b) plans are the fraternal twins of the retirement plan universe. People … Continue reading →

Posted in Executive Benefits, Qualified Retirement Plans, Retirement | 1 Comment

Resources for Evaluating Health Cost Increases

Posted on September 14, 2011 by

A recent article in the WSJ highlighted some of the hidden places where your health care costs may increase next year. To help discover your hidden costs, consider these resources: Podcast * Patient Care CEO Jane Cooper offers advice on … Continue reading →

Posted in Health, Health & Welfare, Health Reform