Monthly Archives: April 2015

Texas Moves to Restrict Telemedicine

via Lockton Compliance Services After four years of wrangling with telemedicine providers, the Texas Medical Board formally adopted rules that limit the use of telemedicine. Employers offering (or considering offering) telemedicine benefits to Texas employees will want to work with … Continue reading

Posted in Uncategorized

IRS Provides Welcome Changes for Fixing Common Plan Errors

via Lockton Retirement Services: The Beacon The IRS has long understood that the complexity of plan administration for employers can lead to mistakes.  Rather than requiring employers to formally apply to the IRS for approval of the correction of these … Continue reading

Posted in Uncategorized

Don’t Ignore Investing Expenses

via Wall Street Journal – Morgan Housel Ask me how much my cellphone costs each month, and I can tell you down to the penny. Ask me how much I pay in investment management fees each month, and I have … Continue reading

Posted in Uncategorized

Retirement Rules: Rethinking a 4% Withdrawal Rate

via Barron’s Figuring out how to convert a nest egg into enough income to fund a comfortable retirement without completely draining savings is perhaps the biggest issue facing retirees and financial advisors. Wade Pfau, a soft-spoken, Princeton University-trained economist, has … Continue reading

Posted in Uncategorized

Tips for Tapping Roth IRAs

via Wall Street Journal The wait is over. Five years ago, the number of Roth IRAs boomed after the Internal Revenue Service eased rules for creating Roths with money held in traditional IRAs. This year, droves of investors who did conversions … Continue reading

Posted in Uncategorized

Can Companies Solve Workers’ Money Problems?

via Wall Street Journal Companies are expanding their wellness programs to focus on workers’ wallets in addition to their waistlines. Meredith Corp., Staples Inc. and PepsiCo Inc., among others, have begun offering programs aimed at improving employees’ financial security. Modeled after … Continue reading

Posted in Uncategorized

Fidelity’s New Chief Confronts Market Shift

via Wall Street Journal BOSTON—Abigail Johnson was so eager for change at mutual-fund giant Fidelity Investments that she once tried to oust her own father as CEO, according to executives at the time. A decade later, Ms. Johnson is finally in … Continue reading

Posted in Uncategorized