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Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer and member FINRA, SIPC. Investment advisory services offered through Lockton Investment Advisors, LLC, a SEC registered investment advisor. For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569.Blogroll
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Monthly Archives: October 2011
Rolling returns offer insight into your fund (from Morningstar)
This article, originally appearing in Morningstar, offers suggestions on using rolling returns as an indication of a fund’s full performance history beyond the last quarter. Investors watch performance closely, with the past one- and three-year periods typically nabbing the bulk … Continue reading
How to Make the Most of Benefits Enrollment Seaso
Originally posted on Ignites.com, this article take on the important topic of Open Enrollment, and the fact that far too few employers and employees treat it with importance. While benefits have long been a vital part of companies’ recruitment and … Continue reading
Posted in Executive Benefits
2012 Retirement Plan Limits Announced
The annual Cost of Living (COL) adjustments for retirement plans for tax year 2012 have been announced. Some plan limits will increase, so pay attention to these highlights shared by Lockton Companies: Elective deferral or contribution limit for employees in … Continue reading
Posted in Uncategorized
The Importance of Proper Participant Loan Administration
Excerpt: Recently, the Department of Labor (DOL) filed suit against the trustees of them United Employee Benefit Fund for allegedly approving at least 194 participant loans that were improper, unsecured and allowed to become delinquent. More here: October 20 … Continue reading
Posted in Executive Benefits, Health & Welfare
IRS Announces Benefit Limits for 2012 (from Lockton Companies, LLC)
Shared from Lockton’s Healthcare Reform Blog. The IRS has announced benefit plan limits for 2012. There are many sections in the Tax Code that limit the amount of tax-favored benefits an employer may provide or an employee may receive. The … Continue reading
Posted in Health & Welfare, Health Reform
Is retirement gender neutral?
Retirement is not gender neutral according to this article from USNews, which points out women who live longer, earn less than their male counter parts, and spend more on healthcare over a lifetime, should reconsider the “male-centric” advice they may … Continue reading
Posted in Uncategorized
Closing the “Life Insurance Gap” (via Plan Adviser)
The life insurance gap – or the number of people who go without life insurance – is growing. Some speculate this could be affecting the number of foreclosed homes in the marketplace, but the impact of the gap spreads beyond … Continue reading
Posted in Executive Benefits, Life Insurance
