Retirement Regulation

"Seniors on a fixed income are particularly vulnerable to inflation's impact on health care costs," eHealth CEO Fran Soistman says.

NCPERS report presents Pension Funding Scorecard that focuses on three key metrics.

More than half of older women living alone — 54% — are either poor according to federal poverty standards or with incomes too low to pay for essential expenses. For single men, the share is lower but still surprising — 45%.

Understanding what advisors think about success and how these views differ between men and women can help firms better align their recruitment, training and business models for increased growth.

"Across all plans, we find that 58% of defined-contribution plan assets are invested in off-the-shelf TDFs. Off-the-shelf TDFs are not customized but are offered with the same glide path to multiple plans."

"Financial institutions must document the reasons that a rollover recommendation is in the best interest of the retirement investor and provide that documentation to the retirement investor," says WTW report.