The Legal Language
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
Want more?
My Twitter feed is updated multiple times a day with even more retirement, health care and benefit news. You can find me @benefitblog-
Recent Posts
- Everything You Need to Know About Required 401(k) and IRA Withdrawals
- Some Rare Good News for Small Businesses Paying Employee Health Costs
- What Happens When Doctors Only Take Cash
- Federal Judge Blocks Aetna-Humana Merger on Antitrust Grounds
- Federal Judge Blocks Aetna-Humana Merger on Antitrust Grounds
Archives
- February 2017
- January 2017
- December 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
Categories
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
An Employer’s Guide to Combatting Obesity in the Workplace
Lockton Health Risk Solutions Obesity has reached epidemic proportions and is having significant financial impact on employers throughout the United States. Not only is it raising costs for employers, but it’s reducing life expectancy and overall healthy life years in … Continue reading
Posted in Uncategorized
Leave a comment
President’s Budget Targets Retirement Plans
Over the last few years, the discussion about employee benefits in Washington has been almost exclusively centered on health reform, but for the most part, that battle has already been won and lost. The focus has now shifted toward retirement, … Continue reading
Posted in Uncategorized
Leave a comment