EBRI’s Recent Media Coverage

Oct. 5, 2017

NewsMax, “Pre-tax Retirement Contributions at Risk in Trump Tax Reform”

EBN, Views Why cyberattacks make a compelling case for auto-portability

Sept. 30, 2017

MarketWatch, “What I’ve learned over 14 years of covering the ‘depressing’ — but crucial — topic of retirement”

Sept. 24, 2017

FinancialAdvisor, More Americans 55 and Older Work Full Time

Sept. 21, 2017

BenefitsPro, “More HSA balances rolling over at year’s end”

PlanSponsor, “More HSA Account Holders Have Funds to Roll Over”

Sept. 19, 2017

InsuranceNewsNet, “4 Important Findings About HSA Savers”

InsuranceNewsNet, “Most HSAs Rolled Over Money At The End Of 2016”

Sept. 18, 2017

Morningstar, “Want to work past retirement age? Here’s the flaw in your plan”

LifeHealthAdvisor, “Overall Withdrawal Levels From IRAs Are Driven by the Minimum Distribution Rules”

WealthMangement.com, “Bob Reynolds’ Plan for Addressing the Nation’s Retirement Crisis”

Sept. 11, 2017

Financial Advisor, “Clients Planning to Work Past 65 Need a Reality Check”

Sept. 3, 2017

401kSpecialist, “401k Advisors On Alert For Tax Fight“

Sept. 1, 2017

ThinkAdviser, “Micro Businesses Continue to Drop Health Coverage: EBRI”

NAPA.net, “Summer Surge in 401(k) Balances Cools in August”

Aug. 27, 2017

Motley Fool, “Financial Security and the Unknowns of Retirement: Making Peace With What We Can’t Predict”

Trenton Times, “401(k) loans explained

Aug. 24, 2017

Workforce, “Health Savings Accounts Proving to Be a Valuable Tool in Retirement Planning”

Aug. 15, 2017

Financial Advisor, “Workers Put Less 401(k) Assets In Their Employers’ Stocks”

Aug. 13, 2017

EBN, “How retirement investing by 20-somethings has changed over years“

Aug. 11, 207

BenefitsPro, “Asset allocations in 401(k)s have changed over generations”

Aug. 8, 2017

NAPA.net, “Study Compares Asset Allocations Across Two Generations of 401(k) Savers

Aug. 7, 2017

BloombergBNA, “More Smaller Companies Are Self-Insuring Health Benefits”

Aug. 4, 2017

InsuranceNewsNet, “New Comparison Across Two Generations of 401(k) Savers in Their Twenties Shows Contrast in Asset Allocations”

Aug. 3, 2017

PlanSponsor, “How Two Generations of 20-Somethings Invest Differently for Retirement”

ValueWalk, “New Comparison Across Two Generations Of 401(K) Savers In Their 20s Shows Contrast In Asset Allocations”

Aug. 1, 2017

NAPA.net, “Average 401(k) Balances Continue Hot Streak in July

July 28, 2017

FinancialAdvisor, “Obama-Era Starter Retirement Plan Killed Off”

July 27, 2017

NAPA.net, “Commonly Cited Participation Gauge Misses the Mark, Study Says”

July 26, 2017

USAToday, “Best ways to save money with a health savings account”

SHRM, “Employees, Stressed by Benefits Decisions, Want More Help”

July 22, 2017

Fiscal Times, “Will Health Savings Accounts Be the New 401(k)?”

Tribune News Service, “GOP seeks to sweeten HSA deals”

July 21, 2017

New York Times, “Three Things I Should Have Said About Retirement Planning”

July 20, 2017

SHRM, “Lack of Benefits Leaves Part-Time Workers Vulnerable”

July 19, 2017

PlanSponsor, “Lawmakers Request Guidance for Auto-Portability of Retirement Savings”

PlanAdviser, “DOL Secretary Urged to Review Auto-Portability”

USAToday, “Retirement: What to do if your defined benefit pension plan is frozen”

July 17, 2017

July 14, 2017

InsuranceNewsNet, “More HSA Owners Use Them As Specialized Checking Accounts”

InsuranceNewsNet, “Premiums the Big Factor in Health Plan Choice”

NAPA.net, “Panelists: Common Sense Reforms Would Help HSAs Thrive

SHRM, “Draft Executive Order Would Expand High-Deductible Coverage for Chronic Conditions”

July 13, 2017

Forbes, “The $200,000 Health Savings Account”

BenefitsPro, “HSAs: Users not saving enough to get investment benefits”

July 12, 2017

PlanSponsor, “Lower Premiums May Drive Employees into HSA-Eligible Plans”

PlanAdviser, “HSA Owners Missing Out on Long-Term Health Care Savings”

FinancialAdviser, “HSAs Still Underutilized By Consumers, Insurance Officials Say”

July 11, 2017

401kSpecialist, “2 Major Findings About Health Savings Account Use”

June 30, 2017

USNews, “What’s Keeping You From Saving $1 Million for Retirement?”

June 28, 2017

Inc., “This Well-Known ‘Savings Rule’ Could Ruin Your Retirement (And, What To Do If You Followed It)”

Time, “4 Ways You Might Be Sabotaging Your Own Retirement Plan”

June 26, 2017

Pensions&Investments, “The Most Cost-Conscious Generation”

June 25, 2017

Motley Fool, “Read This Before You Retire”

ActiveRain, “Home equity in retirement planning”

June 22, 2017

Motley Fool, “5 signs you’re not ready to retire”

June 21, 2017

InsuranceNewsNet, “More Advisors Budgeting Health Care Costs in Retirement Planning”

Insurance Co., “Nearly 40 percent of job-based health plans are ‘high-deductible,’ study says”

June 9, 2017

401kSpecialist, “Who Wins With 401k Auto Portability?”

June 8, 2017

USAToday, “Americans aren’t loving retirement like they used to — here’s why”

FedWeek, “Study Underscores the Importance of Benefits”

June 7, 2017

Motley Fool, “Why Americans aren’t loving retirement like they used to”

June 5, 2017

Motley Fool, “Americans Aren’t Loving Retirement Like They Used To — Here’s Why”

June 1, 2017

EBN, “High-deductible health plans promote increased wellness program participation”

NAPA.net, Can HSAs Lead to Healthier Behaviors?

May 31, 2017

CNBC, Want financial security? Home equity and retirement accounts are key”

May 30, 2017

NAPA.net, “7 Reasons Why HSAs Are ‘Hot’”

May 26, 2017

USNews, “3 Ways to Manage Retirement Planning Stress”

Advisor, More Americans 55 and Older Work Full Time”

May 25, 2017

InsuranceNews.net, “High-Deductible, Consumer-Driven Health Plans Continue Growing”

May 24, 2017

Entrepreneur, “It Turns Out, Millennials Are Happiest With Their Health Benefits”

Twin Cities Business, “Millennials Are Different When Choosing a Health Plan”

May 22, 2017

Employment Benefit Advisor, “Millennials lead general split on health benefits”

May 21, 2017

Motley Fool, “11 Facts You Didn’t Know About Retirement”

May 19, 2017

ASSPA.net, “Social Security, Individual Accounts: Retirement Bread and Butter”

PlanSponsor, “Retiring Later Not a Reliable Retirement Strategy”

May 18, 2017

NAPA.net, Security Beyond Social Security

May 17, 2017

PlanAdviser, “401(k)s and Home Equity Make Up Most Retirement Savings”

May 16, 2017

SHRM, “Younger Employees Becoming Savvy Health Care Spenders”

May 12, 2017

Motley Fool, “Should You Save Everything for Retirement, or Have Fun With Your Money Now?”

May 11, 2017

NAPA.net, Could a Switch to Roth Be Good for Retirement Security?

May 10, 2017

AP, “Older-worker rate is highest since 1962”

May 6, 2017

Star-Tribune, “Company stock in 401k plan? Beware of putting eggs in one basket”

May 3, 2017

Chicago Tribune, “Senate vote deals blow to Illinois retirement savings program”

May 2, 2017

NAPA.net, “Average 401(k) Balance Springs to a Quick Start in April

April 30, 2017

Motley Fool, “The Shockingly Small Amount Americans Have in Retirement Savings”

Motley Fool, “Read This Before Deciding to Retire”

Reuters, Social Security reform: the clock is ticking”

April 28, 2017

Forbes, “How Much More You’ll Need To Save For Healthcare In Retirement”

Becker’s Hospital Review, “How different generations view health benefits: 4 study findings”

April 27, 2017

PlanSponsor, “Millennials Most Cost-Conscience Health Plan Participants”

Business Management, “Health, retirement perks remain strong draws”

April 23, 2017

CNBC, “A popular retirement assumption that can backfire”

April 22, 2017

Motley Fool, “Think You’re Ready for Social Security? Not Until You Read This”

April 21, 2017

Washington Post, “The college graduate’s guide to saving for retirement”

April 18, 2017

BenefitsPro, “Employees switch providers rather than plan”

PlanSponsor, “Health Benefits Still Top Draw For Many Employees”

Motley Fool, “Is Your Pension at Risk?”

April 17, 2017

NAPA.net, “Is Matrimony Good for Retirement Saving?

April 14, 2017

Time, “What to Do When You Want to Retire but Don’t Have Enough Money”

April 13, 2017

Motley Fool, “Planning to Work Until 70? Don’t Count On It”

April 12: InsuranceNewsNet, “Four in 10 Say They Need $1 Million To Retire Happy”

April 11, 2017

Forbes, “The Retirement Choice Causing Some To Run Out Of Money

April 10, 2017

Forbes, “Five Smart Ways To Feel ‘Very Confident’ About Your Retirement”

April 9, 2017

Motley Fool, “A Majority of Millennials May Very Well Outlive Their Retirement Savings”

April 4, 2017

NAPA.net, “You Can Take It With You”

April 3, 2017

NAPA.net, Q1 Starts Strong for Average 401(k) Balances

Motley Fool, “Can You Guess How Many Workers Have Less Than $1,000 Saved for Retirement?”

Motley Fool, “Even With Medicare, Seniors May Need up to $350,000 to Pay Medical Bills”

April 2, 2017

Wall Street Journal, “The Rising Retirement Perils of 401(k) ‘Leakage’”

Tribune News Service, “Five things you might not know about your nest egg”

April 1, 2017

Morningstar, “UPDATE: These are the most expensive places to retire”

March 31, 2017

Forbes, “6 Ways To Catch Up On Retirement Savings If You’re Behind”

March 30, 2017

Forbes, “Why $1 Million Isn’t Your Magic Retirement Number

NASDAQ, “How to Maximize Your Retirement Income”

FEDweek, “Many Ways to Consider Retirement Adequacy”

March 29, 2017

MarketWatch, “Get a grip on your debt and 4 other ways to boost your retirement confidence”

March 27, 2017

Pittsburgh Post-Gazette, “WorkZone: Money worries jeopardize productivity, studies find”

401kSpecialist, “Why Restricting 401k Loans Lead To Better Participant Outcomes”

March 25, 2017

MarketWatch, “You might need nearly $350,000 to pay for health-care costs in retirement”

March 24, 2017

Chicago Tribune, “Will you have enough? Only 18% very confident about their retirement savings”

March 23, 2017

CNBC: “Your retirement is in trouble, and you’re doing nothing about it”

Thomson/Reuters, “Republicans Block a 10-fold Gain in Retirement Savings”

PlanAdvisor, “Plans to Retire Later May Not Pan Out”

LifeHealthPro, “American workers lack confidence, feel stressed about retirement”

Retirement Income Journal, “Retirees confident about retirement; workers not so much: EBRI”

March 22, 2017

Fortune, “Two in Five U.S. Workers Say They’ll Need More Than $1 Million For Retirement”

EBN, “Workers’ confidence in savings grows first time in 6 years”

401kSpecialist: “401k Fear On The Rise With American Workers”

BenefitsPro, “Planning on delaying retirement? EBRI’s survey shows many won’t have the option”

March 21, 2017

USAToday, “Survey: We’re stressed by retirement preparations – but doing little to prepare”

Wall Street Journal, “Workers’ Retirement Confidence Remains Below Pre-Recession Levels”

Time, “More and More Americans Think They Need $1 Million to Retire”

Fortune, “Soaring Stocks Aren’t Boosting Retirement Savers’ Moods”

CNBC, “The new retirement is … not to retire”

Bloomberg, “Two in Five Americans Say They’ll Need $1 Million to Retire”

NextAvenue, “Why Americans Still Feel So Shaky About Retirement”

AARP, “Why You’re Stressed at Work”

CNN, “1 in 4 workers have less than $1,000 saved for retirement”

Pensions&Investments, “EBRI: 30% of workers are stressed about retirement savings”

Marketwatch, “UPDATE: Five ways to be ‘very confident’ about your retirement”

FoxBusiness, “Report: Americans are Stressed About Retirement”

CNBC, “63% of workers say they will need less than $1 million for retirement”

Fiscal Times, “Falling Short on Retirement Savings? Here’s How Most People Plan to Catch Up”

ConsumerAffairs, “Planning for retirement still not high on workers’ things-to-do lists”

May 18, 2017

Reuters, “Not much saving going on in Health Savings Accounts”

March 16, 2017

PlanSponsor, “Retirees Have Limited Control Over Health Care Inflation”

March 15, 2017

EBN, “5 simple steps employers can take to boost workers’ financial wellness”

March 14, 2017

401kSpecialist, “Stealth Solution To America’s 401k Savings ‘Crisis?’”

March 13, 2017

Motley Fool, “About to Retire? Read This First”

March 7, 2017

InsuranceNewsNet, “TrumpCare Fallout: HSAs Become Key Part of Retirement Plan”

USNews, “Embrace Anxiety and Invest in Stocks”

NPQ, “Look for the Rise of ‘Job Lock’ under ACA Repeal and Replace”

March 3, 2017

FinancialAdvisor, “How Savings Levels Affect Annuities Sales”

Forbes, “How Washington Is Eroding Retirement Security”

March 2, 2017

NAPA.net, “February Bounce Boosts 401(k)s”

BusinessAdvisor, “More Americans 55 and Older Work Full Time”

LifeHealthAdvisor, “The Geography of Retirement”

Feb. 28, 2017

NAPA.net, “Fake News — It’s Worse Than You Thought”

Feb. 27, 2017

AP, “Health care’s future: Turning patients into savers, shoppers

Feb. 26, 2017

Motley Fool, “How Much Should You Save in Your IRA?”

Feb. 24, 2017

Bloomberg BNA, “Retiree Health Costs Seen as Unexpected Burden”

Feb. 23, 2017

FedWeek, “Retirement Expectations, Experiences Don’t Match for Many”

Feb. 22, 2017

FinancialAdvisor, “Geography Can Determine Retirement Costs”

LifeHealthPro, “How Much is Needed for Health Expenses In Retirement?”

NAPA.net, “What Difference Does Location Make in Retirement Spending?”

Feb. 21, 2017

PlanSponsor, “Retiree Spending Depends on Location”

Feb. 19, 2017

InsuranceNewsNet, “New Research from EBRI: Needed Health Savings in Retirement Going Up Due to Drug Costs”

Feb. 18, 2017

Kiplinger’s, “Smart Retirement Strategies for Women”

Feb. 17, 2017

401kSpecialist, “Good Intentions, Bad Outcomes For Small 401ks”

Feb. 16, 2017

Wall Street Journal, “With $15 Left in the Bank, a Baby Boomer Makes Peace With Less”

Forbes, “The Biggest Wild Card In Retirement And How To Deal With It

Feb. 15, 2017

AP, ”States pursuing plans to help workers save for retirement

Next Avenue, “Could The Retirement Crisis Be Overblown?

Feb. 14, 2017

Forbes, “Health Savings Accounts’ Dirty Secret And How The GOP Can Fix It”

NAPA.net, “6 Assumptions That Can Wreck a Retirement”

Feb. 11, 2017

InsuranceNewsNet, “EBRI report: “Narrow provider networks” so far not spreading to employer health plans”

Feb. 10, 2017

NAPA.net, “Immediate Annuities – Who Wants Them?

Feb. 9, 2017

Reuters, “NCPERS Fires Back at Attack on Innovative Retirement Savings Plans”

PlanSponsor, “Immediate Annuities Pair With Social Security”

Feb. 3, 2017

Kaiser Health News, HSAs: ‘Tax-Break Trifecta’ Or Insurance Gimmick Benefiting The Wealthy?

Feb. 2, 2107

Time, “5 Ways You May Be Fooling Yourself About Your Retirement Plan”

Financial Advisor, “Quiet Year Looms For Retirement Issues In Congress”

NAPA.net, “Did the January Effect Affect 401(k) Balances?

Feb. 1, 2017

NAPA.net, “Drug Costs Drive Post-Retirement Health Costs Higher”

Jan. 31, 2017

Plan Advisor, “Drug Costs A Key Factor In Retiree Health Care Cost Inflation“

Pittsburgh Post-Gazette, “As Republicans unwind ACA, the health savings account is having its moment

PlanSponsor, “Retirees Have Limited Control Over Health Care Inflation

Jan. 29, 2017

Motley Fool, “Attention, Seniors: You Might Spend More in Retirement, Not Less”

Jan. 26, 2017

LifeHealthPro, “EBRI posts 2015 health savings account data”

Jan. 25, 2017

Arizona Republic, “IRAs need to get simpler to stay relevant”

Jan. 21, 2017

WorkAdvisor, More Americans 55 and Older Work Full Time

Jan. 18, 2017

PlanAdvisor, “More IRA Owners Contributing the Maximum”

Jan. 17, 2017

Hartford Courant, “Tax Reform Key To Fix Retirement Accounts”

Jan. 15, 2017

Motley Fool, “Here’s How Much the Average American Has Saved in IRAs — How Do You Compare?”

Jan. 9, 2017

Washington Post, “Millennials may need to double how much they save for retirement”

Jan. 6, 2017

Boston Globe, This could be a breakout year for health savings accounts

Dallas Morning News, “Employers aren’t as eager to pick narrow health plan networks to save money as you might think”

Jan. 4, 2017

SHRM, “Experts Predict ACA Repeal-and-Replace Prospects”

Jan. 3, 2017

Wall Street Journal, “The original champions of the 401(k) lament the revolution they started”

Dec. 22, 2016

FinancialAdvisor, “Government Sponsored IRA Sees Low First-Year Turnout”

Dec. 17, 2016

InsuranceNewsNetwork, ‘Narrow Provider Networks’ So Far Not Spreading Quickly from Health Exchanges to Employer Plans”

PlanSponsor, The Data Narrative”

Dec. 15, 2016

Kaiser Health News, “HSA balances climb, but benefits reward wealthier consumers most”

Dec. 5, 2016

NAPA.net, “HSA Investment Accounts Continue to Expand

Dec. 2, 2017

Dec. 1, 2016

PlanSponsor, “HSA Usage Continues Growth”

Federal News Radio, “Make your health plan a money maker”

Nov. 28, 2016

Nov. 28, 2016

Motley Fool, “Here’s How Americans’ Retirement Savings Changed in 2016”

Nov. 22, 2016

PlanAdvisor, “EBRI: Census Bureau Reported Inaccurate Estimates of Plan Participation”

PlanSponsor, “EBRI Questions Census Bureau Plan Participation Reporting”http://www.plansponsor.com/NewsStory.aspx?id=6442521415

NAPA.net, “EBRI Says CPS Retirement Data is a Turkey”

Nov. 21, 2016

BenefitsPro, “Census Bureau providing faulty info on plan participation rates: EBRI”

Nov. 18, 2016

Los Angeles Times, “Health savings accounts: Another conservative ‘reform’ nostrum that chiefly benefits the rich”

Employee Benefit News, “What is synthetic tenure, and why is it important?”

Nov. 17, 2016

FEDweek, “Post-Retirement Spending Drops, Then Flattens”

Nov. 16, 2016

CU Insight, “American worker’s confidence in retirement”

Nov. 15, 2016

AP, “Why health care eats more of your paycheck every year”

Nov. 9, 2016

HR Daily Advisor, “EBRI Examines HSAs’ Effect On Healthcare Choices”

Nov. 4, 2016

Wall Street Journal, “How to Navigate and Prep for a Surprise Early Retirement”

Nov. 1, 2016

Financial Planning, “Retirement health care estimates vs. reality”

Oct. 28, 2016

BenefitsPro, “Workers are satisfied with their health plans for now”

Oct. 20, 2016

PlanSponsor, “Employees Cutting Retirement Plan Savings Due to Health Care Costs”

NAPA.net, Health Care Costs Taking a Bite Out of Retirement Savings

Oct. 19, 2016

The Week, “6 retirement savings myths to avoid”

Oct. 13, 2016

Time, “Do These 5 Things Now If You Want to Retire in 5 Years”

Oct. 4, 2016

NASDAQ, “Here’s How 40% Of 401(k) Plan Members Build Larger-Than-Average Account Balances”

NAPA.net, “What Will Q3 Participant Statements Show?”

Oct. 3, 2016

Fiscal Times, “8 Things You Need to Do to Get Ready for Retirement”

Sept. 29, 2016

Time, “Why California’s New Retirement Savings Plan May Become a National Model”

Sept. 28, 2016

NAPA.net, “Consistent Average 401(k) Balances More Than Doubled Since 2007”

Sept. 27, 2016

Time, “Social Security and Medicare: Threats to America’s Prosperity”

BenefitsPro, “Self-insurance rises among small and medium-size employers”

Sept. 22, 2016

New York Times News Service, “Health savings accounts require close attention”

NAPA.net, “MEPs Resurface as ‘PEPs’ as Senate Finance Approves New Retirement Bill”

Sept. 21,

HR Daily Advisor, “EBRI Study: Fewer Small Businesses Offering Health Coverage”

Sept. 18, 2016

New York Times News Service, “Health savings accounts require close attention”

Sept. 14, 2016

Time, “How to Prevent Forced Retirement From Ruining Your Golden Years”

Kaiser Health News, “A Record Percentage of Americans Now Have Health Insurance”

Sept. 13, 2016

Time, “How to Double Your Nest Egg for Retirement”

Sept. 8, 2016

PlanAdvisor, “Consistent 401(k) Savers More Likely to Reach Savings Goal”

Sept. 7, 2016

Employee Benefit Advisor, “Q&A: EBRI’s new CEO Harry Conaway outlines the retirement industry’s key issues”

Sept. 6, 2016

USNews, “How to Survive an Unexpected Early Retirement”

Sept. 5, 2016

Washington Post, “California is the latest state to try to help people save for retirement”

Sept. 1, 2016

BusinessManagement, “Health benefits declining among small employers”

NAPA.net, “What did August bring for average 401(k) balances?”

Aug. 26, 2016

HuffPost, “Retirement Saving: How Being Average Puts You Behind”

Washington Post. “Healthcare costs are still going up. Here’s how D.C.-area employers are compensating.”

Aug. 25, 2016

MarketWatch, “Time for a Pension Protection Act of 2016/17”

Aug. 21, 2016

Forbes, “6 Reasons To Delay Retirement”

Aug. 18, 2016

NAPA.net, “Retirement Health Cost Estimates Hit New High”

Aug. 17, 2016

Institutional Investor, “Ten Years After, the Pension Protection Act Falls Short of Promises”

Aug. 16, 2016

Time, “5 Ways This Landmark Law Changed Retirement Saving”

Aug. 15, 2016

MedicalPracticeInsider, “Why small and mid-size employers are increasingly opting to pay workers’ medical costs directly”

Aug. 12, 2016

U.S. News, “More Small, Midsized Firms Opt to Pay Workers’ Medical Costs Directly”

Kaiser Health News, “More Small, Midsized Firms Choose To Pay Workers’ Medical Costs Directly”

Financial Advisor, “Small 401(k) Cash Outs Amount To Big Losses”

Aug. 1, 2016

Time, “How Not to Get Blindsided by Costs in Retirement”

BenefitsPro, “Large employers stick with employee health plans, small businesses another story”

NAPA.net, “Average 401(k) Balances Bounce Back in July”

July 29, 2016

BloombergBNA, “Small Employers Pulling Back on Health Benefits Since ACA”

LifeHealthPro, “Small employers are dropping health plans, EBRI says”

July 28, 2016

CFO, “Small Companies Are Dropping Health Benefits”

PlanSponsor, “More Small and Mid-Sized Firms Using Self-Insured Health Plans”

FedWeek, “Cash Mainly Flows Downhill among Generations”

July 18, 2016

Wall Street Journal, “Starbucks Widens Workers’ Health-Insurance Options”

MSN Money, “8 Reasons To Never Borrow From Your 401(k)”

Investment News, “Debt dims boomers’ retirement prospects”

July 16, 2016

USA Today, “Could you live on just $32,000 per year? Most retirees do”

July 13, 2016

Investors.com, “Does Retirement Feel Further And Further Away? You’re Not Alone”

July 11, 2016

Charlotte Observer, “More states weigh action to help people save for retirement”

July 10, 2016

LA Times, “Politicians look for ways to spur retirement savings”

July 6, 2016

Time, “3 Ways to Make Sure Your Retirement Isn’t Boring”

July 1, 2016

NAPA.net, “How Much Did 401(k)s Lose to Brexit?”

June 30, 2016

Time, “More People Are Unhappy In Retirement Than Ever Before”

MarketWatch, “Retirement is making people more miserable than ever before”

June 29, 2016

CNBC, “Catch-22: Too young to retire, too old to rehire”

June 24, 2016

CBS MoneyWatch: “6 challenges to achieving retirement security”

July 21, 2016

CNBC, “The ABCs of 401(k) retirement savings plans: DIY vs. TDFs”

June 17, 2016

MSN Money, “6 Ways to Make Your Retirement Savings Last”

June 15, 2016

Time, “5 Ways to Avoid Outliving Your Retirement Savings”

June 14, 2016

USNews, “How Your 401(k) Balance Stacks Up”

Squared Away, “More Retirees Get Less Satisfaction”

June 7, 2016

ThinkAdvisor, “State Street Wants Congress to Mandate Employee Retirement Plan Contributions”

June 6, 2015

NAPA.net, “Average 401(k) Balances Blossomed in May”

CNBC, “The 401(k) mistakes that could cost you a bundle”

June 1, 2016

Wall Street Journal, “Bosses Turn to Loans to Help Employees”

May 23, 2016

FinancialAdvisor, “Ah, the Regrets”

Compensation and Benefits, “Pension Auto-Portability Seen as Key to Preventing Leakage”

May 18, 2016

Orlando Sentinel, “The tricky business of getting Americans to save more”

May 15, 2016

Yahoo Finance, “Will Working Longer Rescue Your Retirement?”

NAPA.net, “Want to Live Longer? Postpone Retirement”

May 13, 2016

Bloomberg, “‘I’ll Never Retire’: Americans Break Record for Working Past 65”

May 12, 2016

Reverse Mortgage Daily, “Think Tank Sees Promise in Reverse Mortgages for Retirement Planning”

NAPA.net, “EBRI-ERF Forum Traces Retirement Challenges and Solutions”

NASDAQ, “5 Expenses That Will Change in Retirement”

May 9, 2016

Forbes, “401(k) Target Date Funds: Four Things To Vet”

May 6, 2016

USNews, “Fewer People Feel Satisfied in Retirement”

May 5, 2016

NAPA.net, “401(k) Loan Activity Trends Lower”

May 4, 2016

NAPA.net, “Which Participants Are More Likely to Hold TDFs?”

NAPA.net, “Retiring More, and Liking it Less?”

May 3, 2016

BenefitsPro, “Millennials drive TDF penetration”

LifeHealthAdvisor, “What Moves the Retirement Readiness Needle?”

May 2, 2016

HR Executive, “Fixing the Mix”

NAPA.net, “Contributions Carry Average 401(k) Higher in April”

April 29, 2016

LifeHealthAdvisor, “New Hires Continue to Favor Target-Date Funds for 401(k)s”

April 28, 2016

ThinkAdvisor, “Retirement Is Good, Not Great, for More Retirees: EBRI”

PlanAdvisor, “Recently Hired 401(k) Plan Participants Likely Choose TDFs”

PlanSponsor, “TDFs Favored by Younger Retirement Plan Participants”

April 27, 2016

LifeHealthAdvisor, “Fewer Retirees Having a Great Time”

PlanAdvisor, “Fewer Americans ‘Very Satisfied’ With Retirement”

April 26, 2016

Time, “Happiness Among Retirees Is Declining, No Matter If You’re Rich or Poor”

PlanSponsor, “Fewer Retirees Enjoying Their Golden Years”

April 21, 2016

MarketWatch, “If you want to be confident in Plan A, make a Plan B, Plan C, Plan D”

April 18, 2016

Chicago Tribune, “Would you pick health benefits over a pay raise?”

Motley Fool, “3 Proven Ways to Increase Your Income in Retirement”

April 13, 2016

Time, “How Rising Health Care Costs Are Wrecking Retirement Savings”

CNBC, “Cash-strapped boomer? You can retire using home equity”

FINRA, “How Confident Are You About Retiring Comfortably?”

April 12, 2016

Forbes, “As Retirement Nears, Boomers Have More Fears”

April 11, 2016

NAPA Net, “Women’s Retirement Challenges Belied by Their Assumptions”

April 8, 2016

Bloomberg, “American workers restless over mix of wages, benefits”

April 6, 2016

Twin Cities Business, “Employee Satisfaction With Health Benefits Slips”

MSN, “Many Americans believe retirement is out of reach”

April 4, 2016

MSN, “Is the 80% Retirement Rule Valid for Clients?”

Kaiser Health News, “Wages or Health Benefits?”

April 1, 2016

USNews, “How Job Changers Manage Their 401(k) Plans”

NAPA Net, “Average 401(k) Balances Surged in March”

March 29, 2016

CBS MarketWatch, “Retirement planning wishes vs. reality”

ThinkAdvisor, “More Workers Prefer Higher Wages Over Better Health Benefits: EBRI”

Yahoo, “When retiring isn’t an option: ‘I couldn’t retire if I wanted to'”

Fortune, “A Universal 401(k)? California Considers a Radical Proposal To Help Workers Save”

March 28, 2016

MSN Money, “What It Takes to Be Confident About Retiring”

Chicago Tribune, “Few Americans confident they will save enough to retire”

Chicago Tribune, “Trading raises for health coverage”

PlanSponsor, “Employees Seeking Wage Growth Over Health Benefits”

Motley Fool, “The Average American Plans to Retire at 66 or Older; This Is When They Really Call It Quits”

March 27, 2016

Motley Fool, “Do You Have As Much Saved for Retirement As the Average American?”

Bloomberg, “Fewer Americans save, more are confident of retirement”

March 24, 2016

EBN, “Employees’ retirement confidence grows, but savings still ‘alarmingly low’”

PlanSponsor, “The Benefits of HSAs”

March 23, 2016

Reuters, “U.S. Retirement Confidence Improves, But Preparation Lags”

Consumers Reports, “Your Retirement Savings Are Big Enough, Study Shows”

RetirementRevised, “Retirement confidence improves, but actual planning lags”


March 22, 2016

USAToday, “Only 21% of us ‘very confident’ we can retire comfortably”

Time Magazine, “5 Reasons the Retirement Crisis Is Getting Worse for Average Americans”

NPR/Next Ave./Forbes, “The Dicey Retirement Gamble Americans Are Making”

BloombergBusiness, “Fewer of Us Save, More Are Confident of Retirement. Are We Crazy?”

RetirementRevised, “Retirement confidence improves, but actual planning lags”


CNN Money, “1 in 4 people have almost nothing saved for retirement”

CNBC, “Retirement may be dicey for single women”

Financial Advisor, “Workers Signal Uptick In Retirement Confidence”

Life&Health Advisor, “Retirement Confidence Stable, But Preparations Still Lag”

MarketWatch, “Proof that saving at the last minute won’t save your retirement”

PlanSponsor, “Retirement Confidence Continues Rising”

BenefitsPro, “Retirement confidence sees marginal improvement: EBRI

PlanAdviser, “Adviser Boosts Retirement Confidence”

InvestmentNews, “Retirement confidence plateaus in 2016: EBRI”

March 16, 2016

Money, “3 Ways To Avoid Running Through Your Nest Egg Too Soon”

March 12, 2016

Washington Post, “Not ready to retire, but not finding work”

March 11, 2016

Star-Tribune, “D.C. pushes new myRA savings plan”

March 10, 2016

Forbes, “Not Much There in Trumpcare”

March 8, 2016

Napa Net, “5 Ways to Boost Retirement Confidence”

March 6, 2016

New York Times, “On Eve of Retirement, Savings for Medical Costs Can Fall Short”

March 4, 2016

Motley Fool, “How Debt can Wreck Your Retirement”

March 1, 2016

NAPA.net, “Is Your 401(k) Better Off Now Than 2 Years Ago?”

Feb. 26, 2016

Reuters, “Is Social Security too generous? Not likely”

Feb. 22, 2016

Forbes, “Economy’s Up, But Progress On Savings Is Down”

ThinkAdvisor, “Americans Making Modest Progress in Savings Goals”

Feb. 17, 2016

AP, “Variety of factors prevent some workers from working longer”

Feb. 16, 2016

PlanSponsor, “Conflicting Abstracts”

Des Moines Register, “2 surprises about retirement income planning”

Feb. 4, 2015

Money, “Gender Pay Gap Haunt Women In Retirement, Too”

Feb. 3, 2016

NextAvenue, “This Bad Buzz Financial Product May Be Good for Your Retirement”

Feb. 1, 2016

EBN, “Q&A: EBRI’s new CEO Harry Conaway outlines the retirement industry’s key issues”

NAPA.net, “Contributions Blunt January Market Slide in 401(k)s”

Jan. 29, 2016

Forbes, “Extreme Asset Allocation Can Hurt Your Retirement At 25 Or At 60”

Daily Caller, “Lawmakers Weigh Options On Retirement Crisis”

Jan. 26, 2016

InsuranceNews.net, “Obama Budget to Push Retirement Saving Proposals”

Napa.net, “Two Better Off Than One With Retirement Health Care Costs”

LifeHealthAdvisor, “The Comfort and Cost of HealthCare in Retirement”

Jan. 21, 2016

Chicago Tribune, “How does your retirement readiness score stack up?”

Plan Sponsor, “Retiree Health Costs Greater for Singles than Couples”

Jan. 19, 2016

LifeHealthAdvisor, “Single Women Least Likely to Have Saved for Retirement”

Jan. 18, 2016

Chicago Tribune, “Budget buster — As little as a $500 emergency will financially crush many Americans”

Jan. 15, 2016

HuffPost, “Millennial Mistake”

Jan. 4, 2016

Bankrate, “Is a health savings account an IRA in disguise?”

AARP, “Retirement Confidence Survey: A Secondary Analysis of the Findings from Respondents Age 50+

NAPA.net, “How Did the Average 401(k) Close Out 2015?

Jan. 2, 2016

Kiplinger Personal Finance, “Retirement: Health costs you can count on”

Dec. 23, 2015

New York Times, “An Aging Society Changes the Story on Poverty for Retirees”

Dec. 22, 2015

LATimes, “Your retirement prospects are bleaker than ever”

LifeHealthPro, “EBRI: High deductibles make patients talk”

PlanAdvisor, “The Retirement Planning Uncertainty Principle”

PlanSponsor, “EBRI Questions Important Source of Plan Usage Data”

Dec. 21, 2015

LifeHealthAdvisor, “Who Gets to Keep My Unused FSA Money?”

Time, “Who Gets to Keep My Unused FSA Money?”

NAPA.net, “Could More Data Be Less Reliable?”

BenefitsPro, “Millennials prefer life insurance to retirement benefit”

Dec. 18, 2015

Builder, “Why Tiny Homes Appeal to Retirees”

Dec. 17, 2015

BenefitsPro, “EBRI report: New census data on plan participation may be inaccurate”

Financial Advisor, “Study: Millennials “Meh” On Employer Benefits”

Dec. 11, 2015

Bloomberg, “Benefits seen as essential, especially health coverage”

Dec. 9, 2015

Before It’s News, “Defined Benefit vs. Defined Contribution Plans – Which Is Better at Achieving Successful Retirement?”

MarketWatch, “1 in 5 Americans will die in debt

Dec. 8, 2015

Bankrate, “Expect retirement health care costs to be higher than you think”

Dec. 7, 2015

Kiplinger, “How Much You’ll Pay for Health Care in Retirement”

Dec. 6, 2015

Motley Fool, “The Average American Is Woefully Unprepared for Retirement”

Motley Fool, “Is Healthcare Going to Bankrupt the Average American Retiree?”

Motley Fool, “Baby Boomers’ Social Security Woes Summed Up in 1 Chart”

Dec. 2, 2015

NAPA.net, “Little Change, But Positive Movement for 401(k) Balances

Nov. 30, 2015

Morningstar, “Small businesses can be a solution to closing the retirement gap”

Nov. 29, 2015

Washington Post, “Women’s savings trail men’s”

Chicago Tribune, “On the money: Many express insecurity about Social Security”

Nov. 27, 2015

Money, “Beware the retirement splurge

Nov. 24, 2015

SHRM, “Happy with Your Benefits, Happy with Your Job”

Nov. 23, 2015

LifeHealthPro, “Spending patterns make odd shifts in retirement”

Nov. 20, 2015

IBD, “Many People Spend More Once They Retire — Do You?”

Healthline, “Pension Health Benefits for Retirees Are in Trouble”

NAPA.net, “Post Retirement Spending Pace Varies”

Nov. 19, 2015

BenefitsPro, “Spending patterns change in retirement–but not always how you’d think”

Financial Advisor, “Post-Retirement Spending Varies Dramatically, Study Indicates”

MSN, “How spending habits really change after retirement”

PlanSponsor, “The Real Story in Retirement Spending Averages”

PlanAdvisor, “Retirement Spending Averages Hide A Lot”

Nov. 17, 2015

PlanSponsor, “EBRI Research Backs Up Pivotal Role of Health Insurance”

Nov. 15, 2015

Chicago Tribune, “Insecure about Social Security?”

Nov. 13, 2015

BenefitsPro, “Employer-sponsored insurance remains flat”

Nov. 5, 2015

MSN Money, “Why You Should Be More Worried About Retirement”

Nov. 4, 2015

CNBC, “Pension ‘fix’ by Congress could backfire”

Chicago Tribune (via Bloomberg): MyRA workplace savings plans begin nationwide

NAPA.net, “October ‘Treats’ Average 401(k) Balances

Nov. 3, 2015

Bloomberg, “Manage Spending at Any Age”

BenefitsPro, “Morningstar says even opponents of DOL are lowballing costs”

Nov. 2, 2015

Pittsburgh Post-Gazette, “Self-funded insurance can offer big savings for companies”

Oct. 30, 2015

BenefitsPro, “Medicare gap will take more money for health care from savings”

NAPA Net:  “HSA Investment Assets Adding Up”

Oct. 29, 2015

Bloomberg, “Health coverage up, but not because of benefits”

PlanAdviser, “Rx Costs Drive Up Amount Needed for Retirement”

Oct. 28, 2015

BenefitsPro, “VanDerhei defends EBRI autonomy”

Oct. 27, 2015

ThinkAdvisor, “401(k) vs. Pension: Which Is Better?”

Napa.net, HSA Investment Assets Adding Up

Oct. 26, 2015

NAPA.Net, “Rx Expenses Driving Post-Retirement Costs Higher”

Senior Journal, “Out-of-pocket drug costs increase funds needed for retirement”

Oct. 25, 2015

Motley Fool, “How Much Income Will I Need in Retirement?”

Oct. 23, 2015

BenefitsPro, “DC vs DB: 4 views on new EBRI data”

Wealth Management, “File-And-Suspend No More?”

PlanSponsor, “401(k)s May Result in More Successful Retirement than DBs”

NAPA Net, “DC Beats DB—For the Most Part”

Oct. 21, 2015

Pensions&Investments: “EBRI: Easier to achieve 80% salary replacement ratio through 401(k) plans”

Investment News: “401(k) plans often provide greater chance for retirement savings than pensions: EBRI”

InsuranceNewsNet: “Which is better: A DB plan or a 401(k)?”

BenefitsPro: “401(k)s beat pensions for higher income replacement rates”

Bloomberg News: “With more workers lacking 401(k) plans, retirement savings crisis grows”

Oct. 16, 2015

Bloomberg, “Goldman Says Older U.S. Workers Poised for a Comeback”

Plan Sponsor, “Carrot and Stick”

Oct. 12, 2015

Motley Fool, “How the Average American Can Beat the Next Bear Market”

Oct. 11, 2015

Connecticut Post, “Consistency pays off”

Oct. 9, 2015

Employee Benefit Advisor, “A blueprint for lifetime participation in 401(k) plans”

Ventura County Star, “40l(k) study shows consistent saving produces best results”

Oct. 8, 2015

Dallas Morning News, “Are you on the right path?”

Oct. 7, 2015

Bankrate, “Health savings account rules and regulations”

NAPA.net, “5 Reasons Why Your Small Business Should Offer a Retirement Plan

Oct. 5, 2015

MSN Money, “Advisors: Why Older Clients Need Housing Help”

MSN Money, “The first retirement-planning question you need answered

Oct. 5, 2015

NAPA Net:  “September the Worst Month for Stocks — And 401(k) Balances?”

Oct. 4, 2015

Chicago Tribune, “Keep your income stream flowing through retirement”

Oct. 1, 2015

InsuranceNewsNet, “Experts Warm Up to QLACs, But Will Consumers Buy Them?”

Sept. 22, 2015

The Motley Fool:  “How Much to Save for Retirement? It Depends — on These Factors”

Sept. 21, 2015

ASSPA.net, “IRA Equity Allocation Up, Says Study”

Sept. 18, 2015

Healthcare Financial Management Association:  “Survey Finds Fewer Workers with Health Cost Increases”

Sept. 17, 2015

Napa.net, “Older Workers Moving Into TDFs”

CNBC, “Retirement confidence is up, but why?”

BenefitsPro, “Where are IRA assets being allocated?”

LifeHealthPro, “EBRI modeling shows QLACs boost retirement readiness”

Sept. 16, 2015

NPR, “Obamacare Enrollment Triggers Drop In The Uninsured Rate”

BenefitsPro:  “Consistent savers have twice as much in 401(k) savings, says EBRI”

Money, “The Simple Way to Save More Than Just About Everyone Else”

NAPA.net, “EBRI: Consistent Participation Pays”

Sept. 15, 2015

PlanSponsor, “Consistency Is King When It Comes to 401(k) Contributions”

Sept. 14, 2015

Investment News, “Longevity annuities could boost retirement readiness, study finds”

The Motley Fool:  “Who’s Doing the Best Job Saving for Retirement?”

MarketWatch, “Planning to live into your 90s? Consider a longevity annuity”

Sept. 12, 2015

Star-Tribune, “Can you afford to retire? Time to do the math”

Sept. 9, 2015

The Motley Fool:  “Millennials Are Better Than Baby Boomers at Saving Money, Survey Shows”

Sept. 8, 2015

Debt.com, “Why Working Longer to Save More Is a Bad Retirement Strategy”

Sept. 5, 2015

USAToday, “Have you saved enough to retire?”

Sept. 4, 2015

Utah’s Credit Unions, “Retirement Crisis for Women”

SHRM, “’Big Data’ Is Shaping Employers’ Benefits Strategies”

Sept. 3, 2015

BenefitsPro, “Is market volatility spooking 401(k) investors?”

New England Public Radio, “Most Health Savings Account Owners Stick With Conservative Options”

Sept. 2, 2015

TIME“A New Way to Make Your Money Last in Retirement”

AP, “Analysis: Health law’s upcoming ‘Cadillac tax’ may pinch middle class”

Sept. 1, 2015

Bloomberg, “Saved Enough to Retire?”

MSN Money, “Overhaul Social Security to Fix Retirement Shortfall”

August 31, 2015

PlanSponsor“QLACs Can Reduce Longevity Risk for Some”

MedCity News:  “Study: Few health savings account owners invest in financial markets”

WalletHub:  “2015’s Best and Worst Cities to Retire”

August 28, 2015

Kaiser Health News, “Few Health Savings Accounts Owners Choose To Invest That Money, Study Finds”

August 27, 2015

BenefitsPro, “EBRI modeling shows QLACs boost retirement readiness”

FactCheck.org, “Rubio’s Shaky ACA Hypothetical”

August 26, 2015

Motley Fool, “Statistics Show What Retirement Is Really Like — and Why We’re Not Ready”

PlanSponsor, “Incentives Boost Financial Wellness Success”

BenefitsPro, “HSA contributions higher when investment option used”

August 25, 2015

PlanSponsor, “Investment Options in HSAs Improve Savings Potential”

August 25, 2015

CNN, “Retirees are Discovering the ‘Buy-it-Yourself’ Pension Option of Fixed Indexed Annuities”

August 24, 2015

USAToday, “How’s that 401(k) working out? Some things to think about”

August 23, 2015

DepositAccounts.com, “Are Automatic IRAs an Answer to America’s Retirement Crisis?”

August 22, 2015

Minneapolis Star Tribune, “Retirement outlook is more challenging for women

August 21, 2015

Motley Fool, “3 Reasons Why Automatic Enrollment May Not Be Enough for Retirement Saving”

NASDAC, “Health Care: The Stealth Retirement Expense”

Aug. 20, 2015

BenefitsPro, “EBRI Names New Chief”

Investment News, “EBRI hires Mercer partner Conaway to replace Salisbury as CEO”

InsuranceNewsNet, “Harry Conaway Named CEO Of The Employee Benefit Research Institute”

401(k) Help Center, “EBRI Names Harry Conaway CEO”

PlanSponsor, “Salisbury Stepping Down as CEO of EBRI”

Bloomberg, “Consumer-driven health plan satisfaction rising”

August 19, 2015

Morningstar, “Long Live the 401(k)”

NAPA.net, “What’s Driving IRA Withdrawals?”

August 18, 2014

ThinkAdvisor, “10 Scary Retirement Stats”

Aug. 17, 2014

Mother Jones, “Social Security Is More Important Than a Lot of People Realize”

August 13, 2015

MSN:  “Don’t be too generous with your retirement cash”

August 12, 2015

Investors.com, “ObamaCare’s ‘Cadillac Tax’ Could Kill Popular HSA Plans”

August 12, 2015

TheStreet.com:  “3 Reasons Why Automatic 401(k) Enrollment May Not Be Enough for Retirement Saving”

Morningstar: “UPDATE: Don’t be too generous with your retirement cash”

August 11, 2015

National Center for Policy Analysis:  “Health Savings Accounts in 2014”

August 5, 2015

InsuranceNewsNet, “IRA Owners Are Taking Their RMDs”

Treasury&Risk, “Should Plan Sponsors Restrict Access to 401(k) Loans?

August 4, 2015

NAPA Net:  “Things Heat Up for 401(k) Balances in July”

August 3, 2015

USA Today“Retirement fear: Inflation”

August 2, 2015

Reuters, “Don’t use 401(k) like an ATM, experts say”

July 31, 2015

Bloomberg News (via Financial Advisor):  “Are Retirement Plans Overexposed to Stocks?”

July 29, 2015

Money, “This Is the Biggest Mistake People Make With Their IRAs”

July 28, 2015

Forbes, “Don’t Make This Mistake With Your 401(k) This Summer”

The Lund Report, “Consumers’ Satisfaction With Coverage Linked To Out-Of-Pocket Expenses”

CNBC, “Why Extreme Investing Still Persists”

July 27, 2015

Washington Post, “You may intend to keep working. But life may say otherwise. How to prepare”

USNews, “10 Things You Should Know About Medicare”

July 25, 2015

Herald-Tribune, “Baby boomers look to new strategies in saving for retirement”

July 24, 2015

MarketWatch, “In real life, no one seems to use the 4% rule”

Society for Human Resource Management:  “More Employers Are Satisfied with Consumer-Driven Health Plans”

Kaiser Health News:  “Consumers’ Satisfaction With Coverage Linked to Out-of-Pocket Expenses”

July 23, 2015

Bloomberg, Health benefits alternative: HSA balances growing”

Reuters, “The hidden costs of borrowing from your 401k”

July 22, 2015

Human Resource Executive Online“CDHPs Are Closing the Satisfaction Gap”

BenefitsPro, “CDHP popularity lagging”

July 21, 2015

OnWallStreet, Senate Report Calls Attention to Women s Retirement Needs

TransWorldNews, “Individual Retirement Plans On the Rise While More Workers Lose Faith in Social Security Benefits”

Employee Benefit Advisor, “Employee satisfaction with HDHPs inching up as comprehension grows”

July 20, 2015

Forbes, “The $150,000-Plus Health Savings Account”

LifeHealthPro, EBRI finds spike in care access problems

MSN, “How much should you really save for retirement?”

July 18, 2015

Washington Post, “Be prepared in the event retirement comes sooner than expected”

IBD, Americans Delay IRA Withdrawals To Protect Their Cash

IBD, “IRA Balances And Withdrawals: How Yours Compare”

July 17, 2015

JournalStandard, “How Much Should You Really Save for Retirement?”

July 16, 2015

BenefitsPro:  “Legal requirements compel most IRA withdrawals”

PlanAdviser“Average HSA Balance Rose 37% in 2014 to $1,933, EBRI Says”

July 15, 2015

BenefitsPro:  “Employee bucks flowing into HSAs”

HelloWallet:  Health Savers: The Consumer Finance of Health Savings Accounts

July 14, 2015

BenefitsPro, Average HSA Balance Rose 37% in 2014 to $1,933, EBRI Says

BusinessInsider, “One chart will show you how much everyone else has saved in their retirement accounts”

July 13, 2015

Forbes, “Work On Retirement, Even If You’re Behind”

July 9, 2015

Forbes, “Good News: Retirement Income Still Being Undercounted”

July 8, 2015

ThinkAdvisor, “Tax Working Groups Submit Reports to Senate Finance”

July 7, 2015

Motley Fool, “The dirty secret behind your ‘retirement number’”

Employee Benefit Adviser“Aetna, Humana merger offers potential positives and negatives for employers

Southern Business Journal, “Retirement confidence: It’s all in the plan”

July 6, 20015

USNews, “How Your Retirement Account Balance Compares to Your Peers”

July 3, 3015

Bloomberg, “Post-ACA, small business still shuns self insurance”

USAToday, “Tapping into 401(k)s early is tempting but perilous”

US News, “5 Steps to Dump Debt During Your Senior Years”

July 2, 2015

Next Avenue, “Is Obamacare Becoming the Unaffordable Care Act?”

NAPA Net, A Dip in Values for Those June 30 Statements?

US News, “5 Steps to Dump Debt During Your Senior Years”

NCPA, “Intra-Family Cash Transfers in Older American Households”

July 1, 2015

The Huffington Post [Blog]:  “IRA Balances Increase With the Rise in Contribution Limits”

Employee Benefit Adviser, “Towers Watson, Willis merger would expand private exchanges”

June 30, 2015

Monster.com, “What the Supreme Court’s decision on gay marriage will mean in the workplace”

June 29, 2015

BenefitsPro, “Small biz opts out of move to self insurance”

June 25, 2015

The CheatSheet:  “Need Emergency Money? Just Ask the Family Bank”

June 24, 2015

Seacoastonline.com, “Dying penniless: It’s not just the poor anymore”

June 23, 2015

CNBC.com:  “Could automatic IRAs boost nest eggs by $490 billion?”

The Fiscal Times“Here’s How Much Boomers Are Giving Their Kids”


June 18, 2015

ThinkAdvisor, “Older Americans Supporting Younger Generation, Not Vice Versa: EBRI”

BenefitsPro, “Family giving depletes retirement funds”

PlanSponsor, “Hedging Longevity”

IBD, “Older Family Members Out-Gift Their Offspring”

June 17, 2015

Bloomberg, “States Swoop In to Save Your Retirement, Sort Of”

PlanSponsor, “Automatic IRAs Would Help with Retirement Crisis”

Plan Sponsor, “No Rush to Self-Insure Health Benefits Yet”

ThinkAdvisor, “Auto-IRAs Not Necessarily an Auto-Solution”

June 16, 2015

The Wall Street Journal [Blog]:  “Forcing Workers to Save Just 3% Won’t Solve the Retirement Crisis, EBRI Says”

BenefitsPro, “Auto-IRAs not necessarily an auto-solution”

Pensions&Investments, “Auto IRAs would benefit workers, but higher contributions needed, EBRI report says”

CBS MoneyWatch, “Forcing workers to save 3 percent won’t fix retirement”

IBD, “Retirement Income: Was 1974 The Good Ol’ Days?”

June 15, 2015

MarketWatch, “We’re saving more in our IRAs, but we’re not ready to retire”

The Phoenix, “IRA Check-In: How Your Results Stack up to These 4-Year Stats?”

June 12, 2015

Fox Business:  “Nearly One-Third of Workers Have Less Than $1,000 in Savings”

June 11, 2015

Washington Post, “Marco Rubio, like a lot of Americans, is terrible with money”

June 10, 2015

Bloomberg, “Gen X Was Right: Reality Really Does Bite”

MoneyUnder30, “How Much Do You Need To Have Saved For Retirement? (At Age 30, 40, 50, 60, And Even 65)”

June 9, 2015

Forbes, “Eight Steps to Improve Your Retirement Savings Shortfall”

June 8, 2015

USNews, “How to boost your retirement confidence”

June 3, 2015

CNBC, “Most older Americans fall short on retirement savings”June 2, 2015

Washington Post, “More people feel like they might actually have enough money in retirement”

June 1, 2015

Time, “Here’s the Unsettling Truth About the Retirement Crisis”

Kiplinger’s Personal Finance, “How to Retire Rich: 6 Smart Steps at Ages 50-66”

PlanSponsor:  “Government Improves Measure of Retirement Income”

BenefitsPro, “Study shows feds shorting retirement income estimates”

NAPA Net:  “A Memorable May for Younger 401(k) Participants”

May 31, 2015

Wall Street Journal, “The Strained State of Retirement Savings”

May 29, 2015

USNews, “5 Surprising Facts About IRAs”

May 28, 2015

LifeHealthPro:  “IRA Balances Soar”

PlanSponsor, “Government Improves Measure of Retirement Income”

WMUR, “Money Matters: Health Costs in retirement – Planning for the unknown”

Reuters, “How to use Social Security to fix retirement inequality”

FedSmith, “IRA Balances are on the Rise”

May 27, 2015

Columbus Dispatch, “IRA balances up 30 percent since 2010”

Credit Unions, “Study: Online Calculators Improve Probability of Saving Enough for Retirement”

May 26, 2015

BenefitsPro, “IRA Balances Soar”

May 24, 2015

USAToday, “6 Ways to Avoid Dying Broke…or Worse”

May 20, 2015

Employee Benefit Adviser:  “Experts: Look to state legislators to spur auto IRA growth”

May 18, 2015

Miami Herald (via Dallas Morning News): “Pamela Yip: Stay true to your retirement goals”

USNews, “Don’t Be Scared of Retirement”

FastCompany, “You Will Not Get To Retire: How Old Age Became Unaffordable And Unhealthy, And How We Can Fix It”

Employee Benefit News“Transition to private exchanges could be easier than expected”

Minneapolis Star Tribune“Workers are losing out on 401(k) matches”

May 17, 2015

Motley Fool, “The 7 Biggest Financial Challenges Senior Citizens Are Facing in Retirement”

May 15, 2015

Forbes, “Employers’ Latest Healthcare Experiment”

The Huffington Post “How Much Money Will You Have Left When You Die?”

May 14, 2015

Fiscal Times, “7 Common Myths that Can Ruin Your Retirement”

Money, “This popular financial advice could ruin your retirement”

TimeWarner, “Early Planning Ensures Retirement in Financial Comfort”

May 12, 2015

EBN, “Wide knowledge gaps on HSAs and HDHPs remain”

May 11, 2015

Morningstar:  “It’s Time to Raise IRA Contribution Limits”

May 7, 2015

NAPA Net:  “QLAC Interest Varies by Age, Income”

May 6, 2015

Chicago Tribune, “Retirement confidence is on the mend”


May 5, 2015

Human Resource Executive Online:  “Employee Overconfidence About Retirement Plans”

Yahoo Finance, “New 401(k) Plans on the Wane: Should We Be Worried?”

May 4, 2015

InsuranceNewsNet, “Benefits Gain Traction As An Employee Retention Objective”

May 3, 2015

Bloomberg, “Studies are bringing some unpleasant realities about retirement planning to light”

May 1, 2015

Wall Street Journal, “Fewer New 401(k) Plans Are Launched”

Newswire, “Study Shows 1 in 5 Americans WIll Die Broke Due to Healthcare”

Kaiser Health News, “Running Out Of Money Is More Than Just A Worry For Many Seniors, Study Finds”

April 29, 2015

MarketWatch, “5 things to be comfortable about retirement savings”

April 28, 2015

Washington Post, “Why people retire when they want to keep working — and what companies can do to help”

April 25, 2015

Motley Fool, “Nearly 3 Out of 5 American Workers Have This Much Saved for Retirement”

April 24, 2015

CBS MoneyWatch: “Insurance you’ll still need in retirement”

NewsMax, “Survey: Nearly One-Third Don’t Have $1,000 for Retirement

April 23, 2015

BenefitsPro:  “Many older Americans die with little”

ThinkAdvisor, “Many Older Americans Die With Little”

Ventura County Star, “Recently deceased people had few assets”

April 22, 2015

Philly Voice, “U.S. retirement confidence soars despite grim realities

CBS News, “Many plan on working forever, but few actually do”

Time, “Why Gen Xers May Be More Prepared for Retirement Their Parents

PlanAdviser, “Debt Concerns Easing for Workers and Retirees”

FinancialAdvisor, “Lack of Assets And Younger Death Are Related”

CPA Practice, “Nearly 1/3 of Americans Have No Retirement Savings, Says Survey”

April 21, 2015

USA Today“One-third have almost no retirement savings”

NBC News, “What’s Stopping Americans From Saving Enough for Retirement?”

BloombergView, “Americans Face an Even Bleaker Retirement”

MarketWatch, “No Retirement Plan, No Retirement”

Financial Advisor, “EBRI: Retiree Confidence Nearly Doubled Since Recession”

NAPA Net:  “Having a Retirement Plan Trumps Having a Plan for Retirement”

Pensions&Investments, “EBRI: Americans’ retirement confidence slowly improving”

Money magazine, “One Thing Successful Retirement Savers Have in Common”

CNBC, “A simple savings tactic that can boost your nest egg”

AARP, “Workers More Upbeat About Retirement Prospects”

MSN Money, “One Thing Successful Retirement Savers Have in Common”

PlanAdvisor, “Retirement Planning Should Consider the Unexpected”

Next Avenue, “4 Reasons Workers Need a Retirement Reality Check”

Forbes, “4 Reasons Workers Need a Retirement Reality Check”

AccountingToday, “Retirement Confidence Rebounding”

LifeHealthPro, “This is the worst retirement solution ever”

Forbes, “The Common Retirement Assumption That’s Flat Wrong”

BankRate, “Survey says: ‘Yes, we can retire’”

InvestmentNews, “More workers feel confident about their retirement: EBRI”

GoBankingRates, “Why Working Longer to Save More Is a Bad Retirement Strategy”

Hartford Business, “You’re $475,000 short on your retirement savings”

Fortune, “Lots of Us Have Almost Nothing Saved for Retirement”

Seeking Alpha, “Spending Typically Declines As We Age”

BenefitsPro, “Many older Americans die with little”

CNN Money, “You’re $475,000 short on your retirement savings”

April 19, 2015

NWI Times, “Why Lifetime Jobs are Rare”

Motley Fool, “5 Frightening Retirement Statistics That Demonstrate Baby Boomers Are in Serious Trouble”

New York Post, Job-hoppers are deflating tenure rates

April 17, 2015

Washington Post, “Health savings accounts easy way to manage costs, save on taxes”

The Cheat Sheet:  “6 Big Mistakes Too Many People Make When Saving for Retirement”

April 16, 2015

CNBC, “At What Age Can You Really Retire?”

NAPA Net:  “Financial Incentives Play Key Role in Wellness Expansion”

April 15, 2015

Society for Human Resource Management:  “’Big Data’ Can Improve Value of Health and Savings Plans”

Employee Benefit Adviser:  “Broker expertise makes big data manageable”

April 14, 2015

CNN, “Women nearly twice as likely to retire in poverty”

April 13, 2015

Mercer/Signal: US Health Care Reform: “Employers Unaware of Full Implications of King vs. Burwell,” by Paul Fronstin, EBRI [Paul Fronstin’s post kicks off a new, occasional series written by leading thinkers, experts, and policy makers from across the nation’s capital.]

Washington Post, “This is one of the easiest ways to reduce health costs — and more Americans are finally catching on”

CNBC, “Survey shows baby boomers’ retirement fears are growing”

April 9, 2015

CNBC, “Why you shouldn’t rush to pay off your mortgage”

Austin American-Statesman, “Bernie Sanders says half of Americans have less than $10,000 in their savings accounts”

April 8, 2015

Pittsburgh Post-Gazette, “Retirement: Saving Early Is the Key To Saving Enough”

April 7, 2015

Chicago Tribune, “Family finances: Uncle Sam takes aim at savings”

International Business Times:  “Health Savings Accounts Grow in Popularity, Even As Employees and Employers Put Aside Less”

April 6, 2015

SHRM, “Despite Cloudy Future, Health Benefits Remain Vital”

Trentonian, “Saving early can be a savior for your retirement”

MSNMoney, “Are you overlooking big threats to your finances?”

April 4, 2015

AP, “Clear up debts before you approach retirement age”

Oakland Press, “MORRIS: They don’t make pensions like they used to”

April 3, 2015

Kaiser Health News, “Consumers Contributing Less To Health Savings Accounts, Study Finds”

HFMA, “Survey Finds HSA Contributions Dropping”

April 2, 2015

ASPPA, “Mixed March Results for 401(k)s Follow Strong Months”

BenefitsPro, “Wellness plan incentives drive engagement”

BenefitsPro, “TDFs leave young participants vulnerable”

NAPA Net:  “HSA Contributions Drifting Lower: EBRI”

March 31, 2015

Washington Post, “Good news: Millennials are savers after all”

Chicago Tribune, “Getting Started: How women can win the retirement savings game”

WealthManagement.com:  “Traditional Pensions: Did a Golden Age Ever Exist?”

HR Benefits Alert, “A vital HSA move only 15% of workers make: How to change that”

March 30, 2015

Morningstar: “America’s $4 Trillion Retirement Gap”

The Los Angeles Times: “Rising healthcare costs are pressuring patients”

PlanSponsor:  “HSA Contributions Declined in 2014”

AP, “Putting off retirement savings until you make more money is a big mistake”

SHRM, “Contributions to HSAs Vary by Employer Size, Region, Industry”

March 27, 2015

Washington Post, “Why putting off retirement savings until you make more money is a big mistake”

Morningstar, “America’s $4 Trillion Retirement Gap”

March 26, 2015

LifeHealthPro, “Employer HSA contributions may be dropping”

PlanSponsor, “A New Savings Tool”

Pittsburgh Post-Gazette, “Saving early can be a savior for your retirement

Memphis Daily News, “Utilizing Health Savings Accounts”

March 25, 2015

BenefitsPro, EBRI offers new way to calculate retirement savings needs

BankRate, “What Will Health Care Really Cost?”

PlanAdvisor, “EBRI Calculates Savings Needs By Age and Gender”

March 24, 2015

USAToday, “Retirement: Smart ways to save and spend”

PlanSponsor, “Incentives Bring Needed Participants to Wellness Programs”

March 23, 2015

Time, “How to Build a $1 Million Retirement Plan”

Morningstar: “New Strategies for Covering Long-Term Care Costs”

March 20, 2015

Investors Business Daily, “Pensions Fade, but Today’s Job-Hoppers May Benefit”

Business Observer, “Will Obamacare cause the death of employer-sponsored health care?”

March 18, 2015

Fortune, “How investors can win in a volatile market”

USNews, “A radical proposal for investors”

March 17, 2015

Bankrate, “Wake up! Your retirement is your problem

The Wall Street Journal“How to Plan for Health Costs in Retirement — Some services–like doctor visits and prescription drugs–are more predictable and easier to forecast”

PMD, “Americans’ Retirement Savings Gap Tops $4 Trillion”

March 16, 2015

The Wall Street Journal“A Guide to Not Retiring”

Life&Health Advisor, “Current U.S. Retirement Savings Deficit is $4.13 Trillion

March 15, 2015

USA Today, “Reports suggests retiree health costs fall into 2 categories”

March 14, 2015

Motley Fool, “The Importance of Social Security to Our Retirements Can’t Be Overstated”

March 11, 2015

New York Times, “Two Generations, Retired and Together”

HuffPost, “Do You Care More About March Madness Than Your Retirement?”

Employee Benefit Advisor, “Employees want choice, but generally content with health coverage”

CNBC, “Retirees May Shell Out $200,000 for Health Care”

March 10, 2015

The Cheat Sheet:  “How Much Will Health Care Cost You in Retirement?”

March 6, 2015

Forbes, “How We Spend Our Health Care Dollars As We Age”

March 5, 2015

The Phoenix, “If Retirement Health Care Costs Look Scary, Try These Tactics”

Motley Fool, “This Is the Worst Place to Save Money, but Many Do It Anyway

March 4, 2015

Kiplinger, “The Many Problems With Obama’s Middle-Class Tax Plan”

Pittsburgh Post-Gazette, “Manufacturing woes rise as boomers retire”

Bankrate, “Are You Saving Enough?”

March 3, 2015

New York Times, “Americans Aren’t Saving Enough for Retirement, but One Change Could Help”

PlanAdvisor, “Plan Design Is One Way to Stanch Outflows”

March 2, 2015

Wall Street Journal, “A smarter way to budget for retirement health care costs”

Press release, “Rep. Kelly Co-Founds Bipartisan House Retirement Security Caucus”

Feb. 28, 2015

New York Post, Retirement to be a bust for free-spending baby boomers

USAToday, “Taming retiree health care”

Motley Fool, “Social Security: The True Cost of Future Benefit Cuts Will Shock You (Hint: It’s Less Than You Think)”

Patriot Ledger, “WEALTH HEALTH: 5 lies people tell themselves about retirement savings”

Feb. 27, 2015

Baltimore Sun, “Retirement insecurity”

Feb. 26, 2015

Reuters, “The silent struggle of seniors with debt”

CNN, “Self-Employment Grows as Baby Boomers Choose to Postpone Retirement on Their Own Terms”

The Fiscal Times“’Irresponsible’ Millennials Saving More Than Almost Every Other Group”

Pittsburgh Post-Gazette, “Manufacturing woes rise; experts eye higher wages”

Feb. 25, 2015

Pittsburgh Post Gazette (via Philly.com and other sites), “Study finds many forced to retire earlier than planned”

PPG Graphic: Top Reasons Workers Plan to Work Longer

Society for Human Resource Management:  “Workers Contented, Mostly, with Wages and Benefits”

LifeHealthPro:  “EBRI: Real LTC spending”

Feb. 24, 2015

CBS News: “Survey sheds new light on Americans’ savings habits”

Plan Adviser: “Special Planning Needed for Health Costs in Retirement”

Feb. 23, 2015

Bloomberg BNA, “From Chipotle to Wal-Mart, Health Care Law Proving Not to Be a Burden to Employers”

CNBC, “Americans are saving more, but is it enough?

ThinkAdvisor, “Elderly Spend Nearly 20% of Income on Health Care: EBRI”

PlanSponsor, “Special Planning Needed for Health Costs in Retirement”

BenefitsPro, “Elderly spend 20% of incomes on health care”

PlanAdvisor, “Special Planning Needed for Health Costs in Retirement”

SHRM, “Workers Contented, Mostly, with Wages and Benefits”

Feb. 22, 1015

FoxBusiness, “If The Typical American Wants a Secure Retirement, They’ll Have to Overcome This Hurdle”

Feb. 21, 2015

FoxBusiness, “The Average American Faces a $25,326 Retirement Shortfall. How Do You Compare?”

Feb. 20, 2015

Time, “This Could Be the Future of Retirement”

Sarasota Herald-Tribune, “Forum: People are not saving enough for retirement”

Retirement Income Journal, “Staying married and avoiding nursing homes can trim your retirement shortfall risk: EBRI”

Life & Health Advisor, “U.S. Job Tenure Continues Growth, Driven by Women”

Feb. 19, 2015

Bloomberg (via Yahoo! Finance):  “Obamacare Is Barely Denting Corporate Profits”

Washington Post, “Why baby boomers shouldn’t start businesses”

Benefits Pro, “Employees Want Health Plan Options”

Northwest Arkansas, “Debt Affecting Many Arkansans”

Feb. 18, 2015

Financial Advisor, “EBRI: Social Security Cuts Could Hurt Gen Xers

AdvisorOne, “US Facing $4 Trillion Retirement Shortfall, EBRI says

LifeHealthPro, “No Social Security? U.S. retirement gap would increase to $7.9 trillion this year”

PlanAdvisor, “EBRI Estimates $4T in Retirement Savings Shortfall”

Feb. 17, 2015

USAToday, “Retirement: Boomers want to keep working – if they can”

Time, “What Women Can Do to Increase their Retirement Confidence”

Pensions&Investments, EBRI: Retirement savings gap stands at $4.13 trillion

BenefitsPro, “US facing $4 trillion retirement shortfall, EBRI says”


Feb. 13, 2015

Area Development, “Employers Still Struggling With the Affordable Care Act”

Feb. 12, 2015

Wall Street Journal, “Safeguarding Social Security and Other Retirement Policy Fixes”

Daily Real Estate News, “Seniors May Face Increasing Foreclosure Risk”

Investors.com, “Retirement: Is Your 401(k) Total Above Or Below Average?”

Feb. 11, 2015

Kiplinger, “Five Secrets to a Successful Retirement”

Feb. 10, 2015

Pittsburgh Post-Gazette, “Study: Many retire earlier than originally planned

NAPA Net:  “The Impact of Assumptions on the Impact of Leakage”

Feb. 9, 2015

Life & Health Advisor, “Debt of the Elderly and Near Elderly, 1992–2013”

Wells Fargo Blog, “4 healthcare costs to consider for retirement

Feb. 8, 2015

Washington Post, “She Diligently Built A Nest Egg as a Freelancer – Will it be Enough?”

Feb. 7, 2015

Motley Fool, “3 Great Ways to Avoid Going Broke in Retirement”

Feb. 5, 2015

NAPA.net, “Is There a January Effect for 401(k)s?”

Investors.com, “Cost of Retirement Income Jumps 33% Despite Equity Market Gains”

CNBC, “It’s not too late to save for retirement”

Feb. 4, 2015

MarketWatch, “How to save $1 million in your 401k”

InvestorCentral, “Save Now To Retire Earlier – Or Just Work Longer?”

Feb. 2, 2015

LifeHealthPro, “The problem with Obama’s plan to limit retirement savings”

Life&Health Advisor, “More Older American Families Taking on Debt”

Jan. 29, 2015

ThinkAdvisor, “Debt Rising Among Older Americans: EBRI”

LifeHealthPro, “Growing percentage of the elderly and near-elderly have debt”

MarketWatch, “Study: 70% of American families walk a ‘financial tightrope’”

PlanSponsor, “Few Employees Contribute Maximum Amount to HSAs”

Investor’s Business Daily, “Two Ways To Combat Debt: Rising Problem For Young And Old”

Jan. 28, 2015

PlanSponsor, “Debt Becoming a Persistent Problem for Older Americans”

Jan. 27, 2015

Bankrate, “Wellness programs: What will my boss know?”

401khelpcenter.com, “Mary Nell Billings Named 2014 EBRI Lillywhite Award 

PlanSponsor, “Employees Accumulating Small Savings in HSAs”

Jan. 26, 2015

Pensions&Investments, “Salisbury retiring as head of EBRI”

Pensions&Investments, “Hilton retirement director receives Lillywhite Award”

CBS MoneyWatch, “Could Obama’s retirement proposal hurt savers?”

The Motley Fool, “Working Longer Than Expected Is New Normal for Americans”

The Motley Fool, “3 Reasons Americans Don’t Save Enough for Retirement”

Jan. 24, 2015

CNBC, “The only retirement guide you’ll ever need”

Jan. 23, 2015

PlanSponsor, “Cost of Retirement Income Jumped in 2014”

Jan. 21, 2015

Life&Health Advisor, “Proposed Retirement Savings Cap Could Have Big Impact”

Jan. 20, 2015

InsuranceNewsNet, “Proposed Retirement Savings Cap Could Have Big Impact”

Jan. 16, 2015

Health Populi, “People in consumer-directed health plans are — surprise! — getting more consumer-directed”

Investor Central, “Tips for the reality of a working retirement”

Jan. 15, 2015

Business Insurance,“Dallas Salisbury to step down as head of Employee Benefit Research Institute”

U.S. News, “4 Ways to Go Broke in Retirement”

Jan. 14, 2015

NAPA.net, “6 Things 401(k) Participants Need to Know”

Jan. 13, 2015

Time, “The Extreme IRA Mistake You May Be Making”

IBD, “Retirement Plans: Young Workers Do Like Stocks”

Jan. 10, 2015

Motley Fool, “The Typical American Has This Much in Retirement Savings. How Do You Compare?”

Jan. 9, 2015

Plan Sponsor, “House Votes to Change ACA Definition of Full-Time Employee”

NAPA Net:  “Did the Great Recession Lock in Higher 401(k) Loan Volumes?”

Jan. 8, 2015

Bankrate, “Is a health savings account an IRA in disguise?

Jan. 7, 2015

Bankrate, “7 health insurance trends for 2015”

SHRM, “Attraction of myRAs Explained”

Jan. 6, 2015

CBS MoneyWatch, “Will boomers really be able to work past 65?”

Jan. 5, 2015

Epoch Times“Retirement Readiness on the Rise … for Some”

The Motley Fool:  “4 Critical Things to Know About Your 2015 IRA Contribution Limits”

Motley Fool, “The Average American Has This Much Saved in a 401(k) — How Do You Compare?”

Napa Net, “How Did Consistent 401(k) Participants Fare in 2014?”

SHRM, “Consumer-Driven Plans Show Increased Employee Involvement”

Fox Business, “The Average American Has This Much Saved in a 401(k) — How Do You Compare?”

Jan. 2, 2015

Plan Sponsor, “Mind the (Coverage) Gap”

Life-Health Advisor, “New Approaches to Retirement Income”

Dec. 23, 2014

Plan Advisor, “Feasibility of HSAs as Retirement Savings Strategy”

U.S. News, “7 ways to beef up your retirement savings”

Dec. 22, 2014

Financial Advisor, “Majority of New 401(k) Participants Invest in Balanced Funds”

Dec. 20, 2014

InvestorsBusinessDaily, “Target-Date Funds: Twice As Popular Vs. 15 Years Ago” 

USAToday, “Making the best use of your IRA”

Dec. 19, 2014

Financial Advisor, “Majority Of New 401(k) Participants Invest In Balanced Funds”

Forbes, “Target Date Funds Are Setting Up Millennials For A Stock Market Shock–And Some Don’t Even Know It”

Life&Health Advisor, “Majority of New 401(k) Participants Rely on Balanced, Target-Date Funds

Dec. 18, 2014

Plan Sponsor“CDHPs Make Employees More Cost Conscious”

SHRM, “When Workers Won’t Retire, Workforce Challenges Arise”

Dec. 17, 2014

AJMC, “Patients in Consumer-Driven Health Plans More Involved in Their-Healthcare”

Dec. 11, 2014

Bankrate, “Spoil your adult kids, spoil retirement fund?”

Dec. 10, 204

Arizona Republic, “Tax obligations can be a surprise to retirees”

Dec. 9, 2014

Plan Sponsor, “Wellness Incentives Biggest Health Benefit Change in 2015”

Plan Adviser, “Fed Data Shows Fewer Own DC Plan Accounts”

Bloomberg View, “Americans Stink at Retiring. Ask New Zealand”

Dec. 8, 2014

CBS MoneyWatch, “How not to outlive your retirement savings”

Dec. 7, 2014

Detroit News, “Retirement account owners decrease”

Dec. 5, 2014

BenefitsPro, “Employers not dropping coverage in 2015”

Dec. 3, 2014

Life&Health Advisor, “What to Expect During Open-Enrollment Season”

Dec. 2, 2014

The Phoenix, “Fewer Families Participate in Company Retirement Plans While Balances Hit an All-time High

WorldatWork, “Employers Increasingly Adopting Wellness Incentives During Open Enrollment for 2015”

San Diego Source, “Plan ahead to ride out inevitable market swings”

Dec. 1, 2014

Washington Post, “Why you shouldn’t use retirement savings to pay off debt”

San Francisco Bay Times, “Considering Healthcare Costs in Retiring”

Nov. 29, 2014

Motley Fool, “Retirement Planning: When Procrastination Is a Great Idea”

Nov. 28, 2014

Washington Post, “Retirement’s changing expectations”

Nov. 25, 2014

LifeHealthPro, “1 out of 5 workers forced to put off retirement”

LifeHealthPro:  “Retirement plan trends: a mixed picture in survey [charts]”

Time, “The Easy Fix for an Incredibly Common and Costly Retirement Mistake”

Nov. 24, 2014

NAPA Net, “Which Retirement Risk Trumps Longevity, Leakage and LTC?”

BenefitsPro:  “Drop in families with retirement plans”

Employee Benefit News“Employers optimistic about health plan coverage”

Nov. 21, 2014

Life&Health Advisor, “Individual Account Retirement Plan Ownership Trending Down, but Assets Up”

Nov. 20, 2014

Time, “How To Cut Your Single Biggest Retirement Expense”

Business Insurance“Employers to stick with health plan designs in 2015, add wellness incentives”

Washington Post, “How businesses are planning for Obamacare’s Cadillac tax”

LifeHealthAdvisor, “‘Retirement Expectations’ a Casualty of the Great Recession”

Nov. 19, 2014

Washington Post, “Few employers dropping health benefits, surveys find”

Washington Business Journal, “HR managers say few employers are eliminating health care coverage next year”

SHRM, “Employers Alter Health Plans to Drop Costs, Avoid Tax”

RollCall, “Workers Like Workplace Health Plans As Employer Mandate Looms”

BenefitsPro, “More employers adding wellness programs”

Arizonia Republic, “Arizona employers shift health costs to workers”

HR Morning, “Employers still committed to offering health plans in 2015”

USNews, “5 issues to face before you retire”

Nov. 18, 2014

CBS News MoneyWatch, “How big is the U.S. retirement crisis?”

Insurance Journal, “More Americans Retiring Later Than They Expected”

Nov. 17, 2014

Plan Sponsor, “Majority of Workers Say Benefits Package is Important

Forbes, “Laid Off At 60? How To Plan For An Unplanned Retirement”

Later On, “Why Uber Loves Obamacare”

Nov. 14, 2014

Credit Union Insight, “Change to IRA rollover rule creates tax trap for the unwary”

Retirement Cheat Sheet, “4 Public Policy Risks to Retirement”

Nov. 13, 2014

USNews, “You’re at Retirement Age but Haven’t Saved Enough: What Now?”

Nov. 12, 2014

AmEx Open Forum, “The Myth of the Moveable Employee (and Why You Shouldn’t Believe It)”

Nov. 7, 2014

Time, “4 Disastrous Retirement Mistakes and How to Avoid Them”

Forbes, “7 Reasons Not to Diversify Your IRA”

Wall St. Cheat Sheet:  “The 6 Biggest Mistakes People Make When Saving for Retirement”

FloridaWatchdog.org, “Six-figure state pensions on the rise in Florida”

Nov. 6, 2014

Motley Fool, “3 Ways to Overcome Retirement Worry”

Nov. 5, 2014

Midweek, “Why You Need A Financial Plan, Part 3”

Portland Tribune, “Short on retirement savings? Now what?”

Financial Advisor, “Newly Powerful Senator’s Pet Project Setting FA Tongues Wagging

The Tribune, “Include Medical Costs in Your Retirement Plan”

Nov. 4, 2014

Washington Post, “Why you shouldn’t use retirement savings to pay off debt”

JD Supra, “Plan participation is up, but the problems remain”

Nov. 3, 2014

Baltimore Sun, “New IRA would target small businesses without employer-sponsored retirement plans”

Senior Journal, “Money Retired Seniors Need to Pay for Health Care is Going Down”

Nov. 2, 2014

Detroit News, “More employees are in workplace retirement plans”

Dallas Morning News, “401(k)s gain a bit more traction”

Nov. 1, 2014

USA Today, “How to pay for health care in retirement”

Oct. 31, 2014

Insurance News Net, “Encouraging News on the Retirement Front”

Plan Advisor, “Ideas to Think About After 40 Years of ERISA”

LifeHealthPro, “Majority of IRA Owners Hold “Extreme” Asset Allocations”

Oct. 30, 2014

The Street, “Combining Pensions with 401ks Could Revolutionize Retirement Savings”

Morningstar, “Got an IRA? Chances are it’s too risky”

Oct. 29, 2014

BenefitsPro, “Many IRA Investors Extremely Allocated”

Insurance News Net, “Study Shows Consistency Pays Off with Investing”

Financial Advisor“Treasury’s Iwry: Obama Administration Favors Consolidation of Retirement Savings”

Oct. 28, 2014

Buffalo News, “Issue of spousal coverage in health plans flares as Catholic Health restores benefit”

BenefitsPro, “PPACA drug coverage may lower retirement savings targets”

ThinkAdvisor, “ERISA at 40: ‘Terrible’ or ‘A Job Well Done’?”

Investment News, “Savings targets for retirement health care costs fall in 2014”

Oct. 27, 2014

CBS MoneyWatch, “Half of Americans aren’t in a retirement plan”

BenefitsPro, “Retirement plan participation increased in 2013

Tri-City Herald, “More employees are in workplace retirement plans”

Plan Adviser, “Plan Participation Rate Restarts Slow Climb”

Kansas City Star, “More Employees are in Workplace Retirement Plans”

Oct. 23, 2014

MarketWatch, “401(k) contribution ‘max’ to rise to $18,000 for 2015”

CNNMoney, “You can put up to $18,000 in your 401(k) next year”

Goldseek.com, “Afraid Your Money Will Vanish before You Do?”

Oct. 22, 2014

YahooFinance, “Should I Borrow From My Retirement Account to Pay Debts?

U.S. News & World Report:  “Put a Lid on Your 5 Biggest Retirement Expenses”

Oct. 20, 2014

Health Populi, “Rationing health care, driven by high deductibles”

Oct. 19, 2014

Motley Fool, “5 Ways Americans Sabotage Their Savings”

Herald-Palladium, “Are you on track for a financially secure retirement?”

Oct. 17, 2014

Christian Science Monitor, “Is there a retirement savings crisis or not?”

Hamilton County Herald, “Heed message of ‘Save for Retirement Week’’

Oct. 16, 2014

CNBC.com:  “Older Americans are ill-prepared for hefty health-care costs: Study”

TIME “3 Little Mistakes That Can Sink Your Retirement”

Electrical Contractor, “Retirement Readiness: Will You Outlive Your Money?”

Cleveland Daily Banner, “Raiding your 401(k)? It could be costly”

Oct. 15, 2014

BloombergBNA, “ACA’s ‘Cadillac’ Excise Tax Will Hit Lower Cost Health Plans, Practitioners Say”

CNBC, “Older Americans are ill-prepared for hefty health-care costs: Study”

Oct. 14, 2014

Christian Science Monitor, “Mitt Romney’s retirement in jeopardy? IRS looks to regulate ‘supersize’ IRAs”

Forbes, “Mitt Romney’s Company In The Small, Happy World Of Supersized IRAs”

LifeHealthPro, “Workers like their health plans, but not health care generally”

 Oct. 13, 2014

Bakersfield Californian, “More boomers carrying big mortgages into retirement”

Oct. 12, 2014

NewsMaxFinance, “Research: Americans’ Retirement Outlook Dismal but Better than It Was”

Detroit News, “Look past coverage fee in health plan”

Oct. 10, 2014

TIME“The Biggest Healthcare Benefits Decision You’ll Have to Make This Year”

CBS News:  “Why so many workers retire earlier than planned”

Oct. 8, 2014

Baltimore Sun, “Financial gerontology: a tonic for retirees”

Pittsburgh Business Times, “Uncompensated care rises for hospitals”

Oct. 7, 2014

ConsumerReports.org:  “Why your retirement calculator may be wrong — Before plugging in the numbers, make sure your assumptions are right”

TIME“Smart Moves for Controlling Health Care Costs in Retirement”

Money, “8 Things You Must Do Before You Retire

Money, “Smart Moves for Controlling Health Care Costs in Retirement”

Oct. 6, 2014

St. Louis Post-Dispatch, “Get a 401(k) or Die”

Oct. 3, 2014

TIME“Here’s the Least Understood Cost of a 401(k) Loan”

HRBenefitsAlert.com:  “Are CDHPs having the opposite effect on staffers’ health?”

Oct. 2, 2014

Morningstar, “ERISA at 40: Feats, Faults, and Fixes”

NorthJersey.com:  “What to watch for this open enrollment season”

Seattle Times, “Singles poised to reshape retirement”

Sept. 30, 2014

Morningstar, “Housing is the Biggest Expense for Retirees”

Philly.com, “What to watch for this open enrollment season”

BenefitsPro:  “HSAs may discourage preventative care”

Sept. 29, 2014

The Washington Post“What should you do when your 401(k) match is terrible?”

LifeHealthPro, “What expense drives a typical older senior’s budget?”

HR Benefits Alert, “Are CDHPs having the opposite effect on staffers’ health?”

Credit Union Magazine, “Of Ants and Grasshoppers”

Sept. 26, 2014

BloombergBusinessweek, “Time to Change the Conversation on Social Security”

Sept. 24, 2014

InsuranceNewsNet, “HSAs Lead To Slightly Less Health Care Usage, Spending”

Sept. 23, 2014

USA Today, “Be ready for that unexpected early retirement: 8 tips”

MarketWatch, “10 things retirees won’t tell you

Yahoo Finance, “Why you hate Obamacare but love your own health plan”

Motley Fool, “Make Your Early-Retirement Dreams Come True With 3 Time-Tested Tips”

WiseBread, “Why One-Third of Americans Haven’t Saved for Retirement”

Bottom Line Briefing, “3 Things Employees Need to Know About HSAs”

Sept. 22, 2014

BenefitsPro, “Public perception of health system plummets

Time/Money, “Why Housing Costs Are the Biggest Threat to Your Retirement”

Sept. 20, 2014

Barron’s, “Don’t Panic!”

Sept. 17, 2014

Washington Post, “How the pay gap leads to the retirement savings gap”

USAToday, “Top retirement expense: Your home”

Arizona Republic, “The Myth of a Mortgage-Free Retirement”

HRMorning, “Employers pumping the brakes on dependent health coverage”

WorldatWork, “HSA Quality of Care: Mixed Results”

ReserveMortgageDaily, “Home Costs Trump Health Care as Top Spending Concern for Seniors”

HuffPost, “Retirement Class Warfare is Coming to America”

Sept. 16, 2014

Fiscal Times, “A Bold New Plan to Fix the Retirement Savings Mess

BenefitsPro, “Retirement industry plans national ad campaign”

Sept. 13, 2014

Motley Fool, “How Being Selfish Now Can Pay Off in Retirement”

Motley Fool, “Borrowing Against a 401k: Why You Should or Should Not”

Sept. 12, 2014

Dallas News, “Retirement savings strategies for every age”

Louisville Business First, “Take these steps to get on track for your retirement

Sept. 11, 2014

Wall Street Cheat Sheet, “Wondering Why Unemployment Is Still So High? Blame the Baby Boomers”

MoneyRates, “5 factors that ruin women’s retirements”

Sept. 10, 2014

USAToday, “Do retirees need long-term care insurance?”

BenefitsPro, “Retirement Comes Early, Plans to Work Aside”

Sept. 9, 2014

SHRM, “Gen-Xers’ Retirement Savings Prospects”

Plan Advisor, “Preparing for Derailed Plans to Work Longer”

Sept. 8, 2014

Washington Post, “Companies race to adjust health-care benefits as Affordable Care Act takes hold”

Sept. 7, 2014

Motley Fool, “Retirement Healthcare Costs: Do You Understand the Risks?”

Sept. 6, 2014

TribLive, “Retirees fret over economy”

Sept. 5, 2014

HuffPost, “It’s Time to Retire Our Definition of Retirement”

Motley Fool, “The Best Retirement Plan for Late Starters”

HuffPost, “Will You Have $1million at Retirement?”

Sept. 4, 2014

AIS Health, “Employers Not Seeing Uptick in Health Benefits Buying”

ESRI: “Boomers’ Retirement: Changing Outlook”

Sept. 3, 2014

Forbes, “How You Can Be Happy in Retirement”

Kiplinger, “Smile! You Can Retire”

Bankrate, “Is a health savings account an IRA in disguise?

WalletHub, “2014’s Best Places to Retire”

Sept. 2, 2014

Boston Globe, “Retirement Strategies for Every Age”

Workforce, “ERISA Turns 40”

August 30, 2014

Motley Fool, “Retirement Planning Made Simple: 4 Steps to Get Your Head Out of the Sand”

August 29, 2014

HuffPo, “Unhappy 40th Birthday, ERISA”

Credit Union National Association:  “Creative uses for your tax-advantaged accounts”

August 28, 2014

Motley Fool, “The Importance of Financial Literacy”

August 27, 2014

Today, “Finding your ‘magic number’ for retirement savings”

Consumer Reports, “Simplify Your Financial Life”

The Street, “4 Ways to Be Ready When Retirement Starts Earlier Than You Want”

MSN Money, “5 obstacles to early retirement”

August 23, 2014

CNBC, “Don’t let your 401(k) retire before you do

August 22, 2013

Insurance & Financial Advisor, “Satisfaction gap narrows between traditional, consumer-driven health plans”

Bloomberg/BusinessWeek, “Why Companies Don’t Train Workers Anymore”

Forbes, “Is It Time for a Hand-off 401(k)?”

Life-Health Advisor, “Public-Sector Employees Still Uncertain about Retirement”

August 21, 2014

BenefitsPro, “Time to Change Your Target-Date Fund Line Up?”

Greenville News, “Americans Need to Save More”

ThinkAdvisor, “Gen X Retirement Worse Than Boomers’? Check Your Math, Says EBRI”

August 20, 2014

Employee Benefit News, “The retirement readiness battle: Baby boomers vs. Gen X”

San Fernando Valley Sun, “Sticking With the Plan”

Money, “Get These 4 Big Things Right to Retire in Comfort”

August 19, 2014

New York Times, “Using Health Savings Accounts to Invest for Retirement”

US News, “The ‘Tiny House Movement’ and ‘Binge Saving’: The New Retirement”

August 18, 2014

USA Today (Detroit Free Press), “A third of people have nothing saved for retirement”

HuffPost, “5 Financial Secrets Of People Who Retire Young”

August 17, 2014

Motley Fool, “A Lot of Us Will Run Out of Money in Retirement”

Motley Fool, “This Roth IRA Fear Terrifies Retirement Savers (but You Shouldn’t Be Scared)”

BenefitsPro:  “CDHP satisfaction keeps growing”

August 15, 2014

BenefitsPro, “CDHP satisfaction keeps growing”

August 14, 2014

LifeHealthPro, “EBRI report blasts Pew, Munnell retirement studies on GenXers”

NAPA Net, “EBRI Report Calls Out Pew, CRR on Retirement Conclusions”

Plan Advisor, “Key Considerations Impact Retirement Readiness Modeling”

Insurance News Net, “Satisfaction Gap Narrowing Between Traditional and Consumer-Driven Health Plans”

WorldatWork, “Satisfaction Gap Narrowing Between Traditional and Consumer-Driven Health Plans”

August 13, 2014

Fierce Health Payer, “Satisfaction with consumer-driven health plans on the rise”

MSN Money, “How the 401k became a $4 trillion key to US retirement”

One News Page, “How to Boost Your Retirement Savings Before Year-End”

August 12, 2014

Rochester D&C, “Retirement under knife at Kodak, Xerox division”

BenefitsPro, “Why pre-retirees need Social Security planning”

US News, “How to Ramp Up Retirement Savings Before the End of the Year”

August 11, 2014

CBS Money Watch:  “How to get a better retirement plan at work”

August 8, 2014

Morningstar, “Retirement Health-Care Costs: The Swing Factors”

August 7, 2014

Hartford Business Journal, “Under Obamacare, some workers to be auto-enrolled in health plans

Business Management, “I, Robot, Want to be Exempt From Payroll Taxes”

August 6, 2014

Society for Human Resource Management:  “EBRI Forum Highlights Benefit Challenges”

LifeHealthPro:  “Most IRA investors withdraw the bare minimum: EBRI”

Kaiser Health News:  “Health Law Calls for Some Workers To Be Automatically Enrolled in Coverage”

BenefitsPro, “Baby Boomers Caught in Squeeze Play”

HCP, “Consistent 401k Participation Pays Off”

MainStreet, “How 401k Investors Can Beat a Bear Market”

August 4, 2014

HuffPost, “Proof That Sticking With the Plan Works”

Des Moines Register, “How to cover your health care costs in retirement”

August 3, 2014

AP (Kansas City Star), “Not so golden: Wealth gap lasting into retirement”

Time, “Why Millennials and Gen Xers Shouldn’t Diss Social Security”

August 1, 2014

ThinkAdvisor:  “401(k) Savers Who Stuck Out Financial Crisis Reaping Rewards”

WorldatWork, “Lifetime Accumulations and Tax Savings from HSA Contributions”

Huffington Post“How Financially Literate Is the Investing Public?”

July 31, 2014

Pensions&Investments, “401(k) balances exhibit strong growth for 5 years through 2012 — report”

Investors.com, “401(k) Accounts Scored Gains During Financial Crisis”

PlanAdviser, “DC Accounts Continue to Rebound from Credit Crisis”

WorldatWork, “Consistent Participation in 401(k) Plans Pays Off”

Life&Health Advisor, “IRA Withdrawals: How Much and When”

BenefitsPro, “CDHP analysis shows cost savings”

July  30, 2014

BenefitsPro, “IRA withdrawals at a sustainable rate”

Boston Business Journal, “Insurance against high health costs gains popularity as employers self-insure”

Accounting Today, “IRA Withdrawals Increase with Age”

July 29, 2014

Forbes“Employer Health Insurance: A Bargain Compared to Government-Sponsored Coverage”

NextAvenue: “Your Retirement Number: Who Cares?”

BenefitsPro, “$1 million in your HSA account?”

Business Management Daily, “Take it or leave it? What affects retirement rollovers?”

Forbes, “Free Retirement Advice From Uncle Sam”

July 28, 2014

Today Money, “6 Steps to Bulletproof Your Retirement Portfolio”

July 25, 2014

NextAvenue, “5 Keys to a Late-Start Retirement Plan”

The Onion: “Report: Most Americans Have Enough Saved for Retirement to Live Comfortably on Streets”

July 24, 2014

Digital Journal, “Op-Ed: Working after retirement may be the best thing for you”

June 23, 2014

Forbes, “Risks In Retirement: Don’t Forget About Health Care Costs”

BenefitsPro:  “HSA incentives encourage engagement”

InsuranceNewsNet, “How to build your nest egg and ensure it lasts”

BenefitsLink, “ASPPA Welcomes Industry Leader Nevin Adams as Communications Chief”

July 22, 2014

Daily Finance:  “How Early Withdrawals Can Tax Your Retirement Savings”

Fox Business:  “Health Cost Lookout for 2015 and How to Get Ready for It”

July 21, 2014

BenefitsPro, “HSA incentives encourage engagement”

Wall Street Journal, “You’re ready for retirement, but your savings aren’t”

July 17, 2014

Pensions&Investments (video), “Interview: EBRI’s Salisbury talks about retirement readiness”

The Southern, “Online Calculators Can Assist With Many Financial Choices”

July 16, 2014

InvestorsBusinessDaily, “Most Workers, Retirees Have Saved Little: EBRI”

July 15, 2014

USAToday, “Fear running short of cash in retirement? What to do”

Digital Journal, “Seniors struggling with healthcare costs, retirement planning”

June 14, 2014

Investment News“How to get Millennials on track for retirement”

InvestorsBusinessDaily, “The Surprising Truth Behind Retirement Readiness”

The Hour, “Who is Contributing to Roth IRAs? Younger Investors”

July 12, 2014

Motley Fool, “Should You Work in Retirement?”

July 11, 2014

Yahoo Finance, “Most Seniors Can’t Pony Up More for Health Care

July 10, 2014

Chicago Tribune, “Online calculators can assist with many financial choices”

ThinkAdvisor.com:  “Biggest Retirement Income Gap Seen for Oldest Pre-Retirees”

Times-Standard, “Moneywatchers: A perspective on retirement”

July 9, 2014

Financial Advisor, “Cost Of Retirement Savings Not Increasing For Everyone”

BenefitsPro, “Many closest to retirement are ill-prepared”

July 8, 2014

ETF News, “Minding The Gap: How Ready Are Pre-Retirees?”


US News, “How to Factor Medical Expenses Into Your Retirement Plan”

July 5, 2014

Dallas Morning News, “Hobby Lobby hangover? Let us choose our health coverage”

July 3, 2014

PlanSponsor, “Public Sector More Retirement Confident than Private Sector”

Northeast Pennsylvania Business Journal, “Answers to your FAQs: Has retirement confidence risen in the past five years?”

Fiscal Times, “How the 401(k) Became a $4 Trillion Key to American Retirement”

FreeNewsPos.com:  “Obamacare Benefits Unlikely to Be Cut Under Court Ruling”

July 2, 2014

WorldatWork, “How Leakage Impacts 401(k) Accumulations”

Insurance News Network, “HSAs Give Employees Incentives To Adopt Financially Healthier Behaviors”

July 1, 2014

FreeNewsPos, “Who will be affected by Hobby Lobby ruling?”

June 30, 2014

Columbia Daily Herald“TVA ends traditional pension for new employees”

June 27, 2014

HRExecutive Online, “Preventing 401(k) Leakage”

June 24, 2014

PlanSponsor“The Impact of Leakage on 401(k) Accumulations”

PlanAdvisor, “The Impact of Leakage on 401(k) Accumulations”

The Wall Street Journal“U.S. Increases Scrutiny of Employee-Stock-Ownership Plans”

June 23, 2014

USA Today“When – if ever – to borrow from your 401(k)”

TIME“The Retirement Crisis Nobody Talks About: Long-term Care”

Detroit Free Press, “Rethink Your Finances”

June 21, 2014

The Community Voice, “Plan retirement with health care costs in mind”

June 20, 2014

BenefitsPro:  “Men’s HSA account balances far outpace women’s”

Bloomberg:  “The Roth Less Traveled: How High Earners Can Enjoy Lower Tax Bills in Retirement”

June 19, 2014

Employee Benefit News“More retirees planning to work through the golden years”

June 18, 2014

Bloomberg BNA:  “Senate Sets Sight on Retiree Benefit Vesting; ERISA Amendments Create New Presumption”

BenefitsPro:  “ADP pinpoints who’s saving, and how much”

LifeHealthPro, “When Will Boomers’ Nest Eggs Crack?”

IFA, “HSA balances, distributions increase with age”

June 17, 2014

BloombergBusinessWeek, “Companies weigh options for retiree health benefits”

LifeHealthPro, “Women face retirement saving roadblocks”

Bloomberg, “The Roth Less Traveled”

June 16, 2014

WorldatWork, “Who’s Most Likely to Come Up Short in Retirement, and When?”

YahooFinance, “Why ‘I’ll just work longer’ is not a good retirement plan”

FoxBusiness, “Retired…and Working”

June 14, 2014

Time, “The 4 Words Terrifying Americans Right Now”

June 13, 2014

PlanAdvisor, “Going Broke in Year One A Real Possibility, EBRI Says”

WealthManagement.com, “Can older unemployed workers salvage their retirement plans?”

Cleveland.com:  “Older workers stay on job past retirement age, while percentage of younger workers declines”

June 12, 2014

MarketWatch, “4 Best Ways to Jump-Start Your Retirement Savings”

NY1, “How Americans Can Catch Up to Retirement”

June 11, 2014

USNews, “4 401(k) Options When You Change Jobs”

June 10, 2014

Oman Tribune, “Savings have a masculine flavour”

CBS Money Watch:  “Tough times ahead for Gen X as finances lag”

Fiscal Times, “Americans Not Well-Prepared Financially for Retirement”

The Motley Fool:  “What to Do if Your Income Exceeds the Roth IRA Income Limits”

June 6, 2014

CBN.com:  “Avoid Retirement Crisis: Know How to Plan”

June 4, 2014

Forbes, “3 Public Policy Changes That Could Ruin Your Retirement Plan”

HeraldOnline, “Personal Finance: Rethink your finances and retirement risks”

June 3, 2014

Plan Sponsor, “PSNC 2014: Success is in the Eye of the Beholder”

Morningstar: “Changing Jobs? Avoid Costly 401(k) Mistakes”

PlanSponsor, “EBRI Research Goes Mobile”

June 2, 2014

Wall Street Journal, “How to Fix the 401(k)”

National Journal, “Can Connecticut Solve the U.S. Retirement Crisis?”

Workforce.com:  “’Working Until I Die,’ the New American Way?”

May 30, 2014

USNews & World Report, Which Comes First: Saving Money for Your Retirement? Or Your Kid’s College?

May 29, 2014

BenefitsPro, EBRI digs into factors influencing retirement plan rollovers

May 28, 2014

The New York Times“Health Care Cost-Sharing Works — Up to a Point”

Kaiser Health News, “7 Things You Should Know About The Next Big Benefit Change”

May 27, 2014

PlanSponsor, “Economic Factors Prompting Increase in Part-Time Workers”

BenefitsPro:  “Part-time shift driven by economy, not PPACA”

Investment News “Financial wellness trend gives advisors an opening — Holistic tack is the next phase for employers”

May 25, 2014

USAToday, “Rethink your finances and retirement risks”

May 24, 2014

Wall Street Journal, “Five Myths About Retirement”

May 23, 2014

BenefitsPro, “Part-time shift driven by economy, not PPACA”

LifeHealthAdvisor, “What Are the IRA Trends Over Time?”

May 22, 2013

PlanSponsor, “Roth Growth Far Outpaces Traditional IRAs”

May 21, 2014

Washington Post, “Women are still way behind men when it comes to retirement savings”

Forbes, “Summing Up the Retirement Crisis”

Accounting Today, “Roth IRA Balances Growing Faster Than Traditional IRAs”

BenefitsPro, “Roth IRA Balances Grow Faster Than Traditional IRAs”

FinancialAdvisor, “Roth IRAs Outpace Traditional IRAs in Growth”

Detroit Free Press, “Rethink Your Finances and Retirement Risks”

May 20, 2014

Thompson Information Services:  “Employers and Health Plans: Panelists Don’t See ACA Exodus”

FoxBusiness, “6 Common Retirement Savings Mistakes to Avoid”

Healthcare Financial Management Association:  “HHS: No Out-of-Pocket Conflict with Reference-Based Pricing”

InvestorPlace, “10 Ways to Screw Up Your Retirement”

May 19, 2014

Investor Central:  “Retirement Plans From Around the World” [U.K./Singapore/Malaysia/U.S./Australia/Canada]

May 18, 2014

USAToday, “6 Ways to Save for Retirement”

May 17, 2014

Pittsburgh Tribune-Review, “Retirement a mirage for spenders”

May 15, 2014

Financial Advisor, “Combined Retirement, Health Accounts on Horizon”

Financial Advisor“Rubio Backs Higher Retirement Age, Opening Congress Plan”

May 14, 2014

Kaiser Health News, “The ‘Defined Contribution’ Part of Employer-Provided Health Insurance: This Is Where It Gets Complicated”

May 13, 2014

Washington Post, “Marco Rubio’s plan to fix America’s retirement system”

U.S. News & World Report: “The Ideal Retirement Age — And Why You Won’t Retire Then”

Kaiser Family Foundation: “Defining What ‘Defined Contributions’ Mean For Work-Based Health Insurance”

May 9, 2014

Employee Benefit News“HSA growth linked to excise tax concerns”

May 8, 2014

LefeHealthAdvisor, “Americans Recognize the Importance of Retirement Income”

May 7, 2014

InvestingDaily, “Turbo Boosting Your 401k Savings”

May 6, 2014

Chicago Tribune, “The vanishing defined-benefit pension and its discontents”

May 5, 2014

The New York Times“A Path to Retirement, for Those Far From It”

May 4, 2014

Motley Fool, “Why You Need to Save for Retirement: Joint Replacements Cost More Than Annual Income in 18 States”

April 30, 2014

CBS News, “How High Fees and Employee Tinkering Are Eating Into 401(k)s”

Argus Leader, “Are you prepared for retirement?”

April 29, 2014

MSN Money, “Five excuses that can ruin your retirement”

FreeNewsPos, “How 401(k) help can hurt your savings”

CNBC, “Big surge in 401(k) balances, but workers still not saving enough”

April 28, 2014

The Washington Post [Opinion]:  “Are we under-saving for retirement?”

April 27, 2014

USAToday, “How to improve your retirement readiness”

April 25, 2014

Employee Benefit Adviser“Financial woes spell trouble for workplace productivity”

FreeMoneyFinance, “How Much Should You Save for Retirement?”

April 23, 2014

CBS MoneyWatch, “How Realistic Is It to Say You’ll Never Retire?”

April 22, 2014

BenefitsPro:  “CDHP enrollees healthier — They also tend to be better educated”

MoneyNews, “No Retirement: More Older Women Are Still Punching a Time Clock”

YahooNews, “More Americans are following this smart Social Security strategy”

April 21, 2014

AARP Blog, “The New Older Workers Are Women”

FinancialAdvisor, “Slight improvement is seen in outlook for baby boomer retirement”

April 20, 2014

Courier-Journal, “Striving for greater personal financial capability”

April 19, 2014

Modern Health Care, “Consumer-driven health plans draw healthier, wealthier enrollees”

April 18, 2014

Wall Street Journal, “Workforce participation strong for older workers”

LifeHealthPro, “Why Are So Many Boomers Working Longer?”

freenewpos, “Have You Saved Enough to Retire?”

April 17, 2014

ThinkAdvisor, “Why Are So Many Boomers Working Longer?”

April 16, 2014

Plan Sponsor“EBRI Presents New DC Approach to Health Benefits”

April 15, 2014

The Register, “Saving for retirement at work?”

FinancialAdvisor, “Need For Health Care, Savings Keeps Women Working Longer”

April 14, 2014

Wall Street Journal, “MyRA Plans: New Retirement Savings Option for Some”

Employee Benefits Advisor, “Retiree health coverage at crossroads for employers”

April 11, 2014

USNews, “Six Signs You are Not Ready to Retire”

Newsday, “Tools to guide you to your retirement savings goal”

Grandparents.com, “How to Avoid Being Broke & Retired”

Lake County News-Sun“Secret to a successful retirement”

April 10, 2014

The Washington Post“One way to pay for health-care costs in retirement”

CBS Money Watch:  “Nervous about retirement savings? Here’s how to prepare”

April 9, 2014

Fiscal Times, “Why Paul Ryan’s Medicare Plan Won’t Cut Costs”

Workforce Management, “Here Comes the Bride … There Go the Spousal Health Benefits”

April 8, 2014

MarketWatch:  “40% or more could run short in retirement”

April 7, 2014

BusinessInsider, “7 Financial Facts About Americans That May Surprise You”

FinancialAdvisor, “Boomers’ Confidence in Retirement Planning Decreasing”

The Street, “Six Retirement Pratfalls (and How to Avoid Them)”

PlanAdvisor, “Workers Need Planning Help Through Retirement”

Fox Business:  “Young People Not Signing Up for Employer-Sponsored Care Either”

Medical Marketing & Media:  “For consumer-directed plan members, fewer prescriptions”

April 4, 2014

Morningstar: “Update: Social Security Can’t Save Us From the Poorhouse”

April 2, 2014

SHRM, “Do HSAs Lead to a Shift in Prescription Drug Use?” 

April 1, 2014

FinancialAdvisor, “Retirement Anxiety”

KARE, “Retirement and health care: Concerns are off the charts”

AZcentral.com:  “IRAs still useful for many investors despite drawbacks”

Yahoo Finance, “5 Tips for Tightwad Retirees to Loosen Up”

March 31, 2014

Wall Street Journal, “Workers Aren’t as Ready as They Think for Retirement”

Washington Post, “Guess How Much You Need to Save for Health Care in Retirement? Wrong, It’s Much More”

BlackPressUSA, “Blackonomics: The Cost of Getting Old”

PBS News Hour, “Here’s why it might be a good idea to retire in Alaska”

Life & Health Advisor:  “National Retirement Planning Week® 2014 Scheduled for April 7 to 11 — Weeklong Coalition Effort Seeks to Focus Nation’s Attention on Long-Term Financial Goals”

IFEBP, “Plan Now to Celebrate National Employee Benefits Day on April 2!”

March 30, 2014

FreeNewPos, “The Most Ridiculous Mistake Retirement Savers Make”

March 29, 2014

St. Louis Post-Dispatch, “Top Fund Manager Says Many Americans May be Unable to Retire”

March 28, 2014

Forbes, “The Skinny on Borrowing Money From Your 401(k)”

BenefitsPro, “New Retirement Research: Action = Results”

Herald-Tribune, “Plan for retirement long before the decision is made”

March 27, 2014

BenefitsPro, “Americans want lifetime income illustrations”

Yahoo! Finance, “This new tool tells you exactly how much damage fees are doing to your nest egg”

Health Populi, “The new math for Rx: HSAs up, adherence down”

Mint Press, “Retirement Wave Could Mean Golden Years For Workers”

March 26, 2014

LifeHealthPro, “Target-Date Assets to Hit $17 Trillion by 2018”

Central Jersey, “Is retirement confidence warranted?”

March 25, 2014

InsuranceNewsNet:  “CDHP Switch Leads to Shift in Prescription Drug Use”

BenefitsPro:  “Expectation of increased retirement age could be slowing”

USAToday, “Boost Savings for Retirement”

BenefitsPro, “CDHP switch linked to lower Rx use”

SHRM, “Debt, Failure to Plan Impede Retirement Savings”

March 23, 2014

MarketWatch:  “Charts show who’s not saving for retirement”

Motley Fool, “The Frightening Facts About America’s Retirement Crisis”

Motley Fool, “Six Excuses That Can Ruin Your Retirement”

Fox Business:  “Retirement Expectations vs. Realities”

March 21, 2014

Bankrate.com, “Obamacare jolts to employer-based insurance”

BenefitsPro, “Expectation of increased retirement age could be slowing”

Wall St. Cheat Sheet, “Americans and Retirement: 3 Worrying New Findings”

March 20, 2014

Washington Post, “Confidence about a comfortable retirement increases among workers with a plan”

Employee Benefit News: “Behavior unchanged by retirement income display”

Townhall Finance, “No tomorrow living for today”

March 19, 2014

Life & Health Advisor: “Confidence Rebounds–for Those With Retirement Plans: EBRI’s 2014 Retirement Confidence Survey”

Pittsburgh Post-Gazette, “MyRA, worth a try: Obama has a sound idea to help Americans save”

The Street, “If You Don’t Have a Plan, You Probably Have Only $1,000 for Retirement”

ThinkAdvisor, “Lifetime Income Projections Useful, but Workers Not Surprised by Outcome: EBRI”

March 18, 2014

Reuters, “Retirement confidence bounces back, but only among wealthy savers”

USAToday: “A third have less than $1,000 put away”

DesMoines Register, “Retirement confidence highest in seven years”

Forbes, “Why good news about retirement isn’t so great”

Forbes, “Workers Confident But Unprepared For Retirement In 2014”

Marketwatch, “Retirement survey shows a new income gap”

CNN Money, “Income inequality hits retirement confidence”

Wisconsin Public Radio, “With Less Financial Security, Older Workers Stay On The Job”

Yahoo Finance, “The illusory rebound in retirement confidence”

Fox Business, “34% of Workers Have Less than $1,000 for Retirement”

AARP, “Who’s Feeling Better About Retirement?”

Pensions&Investments, “EBRI: Americans feel better about retirement but still not really ready”

BenefitsPro, “Retirement Readiness Improves in 2014”

Orlando Sentinal, “More U.S. workers are confident of a comfortable retirement”

CNBC, “Retirement confidence rises but data are grim”

Bankrate, “Money makes people confident”

March 11, 2014

Benefits and Pensions Monitor, “Current Benefits Satisfy Workers”

Financial Advisor, “Pre-retirement questions to ask”

Institutional Investor, “As Critics Take Aim, Providers of Target-Date Funds Defend Their Turf “

March 10, 2014

CNBC.com: “The right ways to get workers hooked on a 401(k)”

Marketplace: “Some employers shift 401(k) matches”

Bankrate.com, “Retirement income gap between rich and poor”

HuffPost, “401(k) moves to ease your tax-time blues”

HuffPost, “7 Simple Questions To Help You Plan For Retirement”

March 7, 2014

CNBC, “The right way to get workers hooked on a 401(k)”

Marketplace, “Some employers shift 401(k) matches”

March 5, 2014

BusinessManagement, “Tell young workers: You can fund retirement’

MyFoxNY, “Obama’s Retirement Cap Could Hit Middle Class”

March 4, 2014

FreeNewsPos.com: “50-plus years on the job: An extremely rare bird”

March 3, 2014

The Advocate, “Our Views: Low Assets for Future”

Feb. 28, 2014

Fox Business, “5 Excuses that Can Ruin Your Retirement”

The Community Voice: “MyRA, USARF, and cash balance plans”

Feb. 27, 2014

Epoch Times, “Downward Trend in Americans’ Saving”

Feb. 26, 2014

The Washington Post, “Fact Checker: Is the Affordable Care Act a ‘job killer’?”

HCN, “Spousal Coverage Shifts Could Have Unexpected Consequences”

Credit Union Times, “HSA Contributions Up”

Feb. 25, 2014

StarTribune, “Jobs for Life?”

CNBC, “Most of us making ‘fair’ or ‘no’ progress in savings”

Human Resource Executive Online: “Report: Dumping Spousal Coverage May Not Save Money”

Feb. 24, 2014

Kiplinger, “How to Save More”

U.S. News, “How to take full advantage of your 401(k)”

Buffalo News, “Target-date funds are still a popular path to retirement”

Feb. 20, 2014

Forbes, “Retirement: How to set it and forget it”

LifeHealthPro, “Boomer, Gen X retirement readiness gets a boost”

Feb. 19, 2014

Money News: “Many Still Not on Track for Retirement Despite Stock Gains”

MarketWatch: “This is a retirement saver’s worst mistake — Impulsively cashing out a 401(k) could cost you your retirement”

Consumer Affairs, “Study: retirees not tapping their IRAs”

Feb. 18, 2014

Benefits Pro, “More employers contributing to HSAs, HRAs”

MarketPlace, “Your loyal employees? Always looking for the next job”

BenefitsPro: “Retirement portfolios improved last year”

Life & Health Advisor: “Overall IRA Withdrawal Rates Follow RMD Rule Rates”

Feb. 17, 2014

Motley Fool, “Why soaring markets aren’t enough”

Motley Fool, “Why So Many Retirees Don’t Tap Their IRAs”

Life&Health Advisor, “Overall IRA Withdrawal Rates Follow RMD Rule Rates”

Feb. 14, 2014

Plan Sponsor: “More Employers Contribute to Employee Health Accounts”

Workforce.com: “Wellness Apps for Workers Becoming More Apropos”

Bloomberg, “Companies squeeze 401(k) Plans”

U.S. News, “Three Steps to Retirement Readiness”

Feb. 13, 2014

EBN, “Baby Boomers, Gen Xers Boost Retirement Income Levels”

Feb. 12, 2014

RollCall, “As ‘Retirement Gap’ Concerns Reach Across Partisan Divide, Senators Propose Savings Solutions”

Business Management, “Survey: Employees like current health benefits, are open to ACA exchanges”

Morningstar: “Update: MyRA plan is good news for younger workers”

Employee Benefit News: “Will employers cut health care options, hours due to ACA delay?”

Feb. 11, 2014

Bloomberg Businessweek: “AOL’s Tim Armstrong Violated Decency, Not Employee Privacy Protections”

CNNMoney, “Can the government get us t save more for retirement?”

Feb. 10, 2014

The Washington Post: “Obama’s ‘myRA’ plan is a start, but it won’t save retirement”

Wausau Daily Herald: “Obamacare cures ‘job lock’: Column”

Feb. 7, 2014

MSN Money, “The Shape of 401(k)s to Come”

Feb. 6, 2014

EBN, “Are market woes cracking your 401(k) nest egg?”

Stephens Point Journal, “Obamacare cures ‘job lock’: Column”

Today, “In debt and desperate? Whatever you do, don’t do this”

Motley Fool, “Retire Rich With Just 3 ETFs”

Kansas City Star, “MyRA is a smart step to promote savings”

Feb. 5, 2014

Forbes, “Sour Grapes From Some Conservatives On The MyRA”

FiscalTimes, “A New Study Paints a Rosier Retirement Picture”

Feb. 3, 2014

Kiplinger, “Don’t Sabotage Your Nest Egg”

CNNMoney, “Finally, a Retirement Plan Friendly to Small Saver?”

Jan. 31, 2014

U.S. News & World Report: “Advice for 20-Somethings: Start Saving for Retirement Now”

Business Record, “Increasing Retirement savings”

Jan. 30, 2014

USAToday, “MyRAs: No need to be hater over savings plan”

Chicago Tribune, “Rich or poor, workers win if firms prod them to save”

Time, “The Problem With President Obama’s ‘MyRA’ Savings Accounts”

HuffPost, “Why Is the White House in Denial About Our Pension Poverty?”

HRBenefitsAlert.com: “Domino effect: Why dropping spouses may not cut health plan costs”

FreeNewsPro, “The Problem With President Obama’s ‘MyRA’ Savings Accounts”

Jan. 29, 2013

LA Times, “Obama’s ‘MyRA’ program unlikely to boost retirement savings”

BloombergBusinessWeek, “Can Obama’s ‘MyRA’ Lure Workers Who Don’t Save for Retirement?”

Reuters, “Is MyRa for Me?”

Wisconsin Public Radio, “Need A Retirement Starter Kit? This Might Help”

Yahoo Finance, “Obama offers “myRA” retirement accounts”

LifeHealthPro, “Obama unveils savings plan for workers lacking 401(k)”

Many Years Young, “Cutting Spousal Benefits May Not Save Money After All,”

Morningstar, “Five Questions to Ask When Taking a Hands-On Approach to Your 401(k)”

Jan. 27, 2014

EBN, “Dodging spousal health coverage policies may hurt employers”

InvestmentNews, “Health savings accounts gain in popularity”

Jan. 26, 2014

IFA, “Shifting spousal coverage could have consequences for employers”

Jan. 24, 2014

Plan Sponsor: “Excluding Spouses from Health Coverage Could Backfire”

MarketWatch, “Many Need a ‘401(k) for Life'”

Jan. 23, 2014

The Los Angeles Times: “Retirement prospects are fairly good for people with 401(k) plans”

Investment News: “DOL set to take a look at ‘brokerage windows’ in 401(k) plans”

BenefitsPro, “401(k), Social Security should be enough for most retirees”

Jan. 22, 2014

Plan Sponsor: “Peer Pressure Could Help Raise Deferral Rates”

BenefitsPro: “Researchers point to shift in health accounts”

Financial Advisor, “Social Security And 401(k) Can Replace 60% Of Income”

Employee Benefit News, “EBRI: HRAs flounder and HSAs flourish in 2013”

Morning Call, “Retirement prospects are fairly good for people with 401(k) plans”

Jan. 21, 2014

BenefitsPro, “Most don’t borrow from their 401(k) accounts”

Healthcare Payer News, “HRAs giving way to HSA”

ThinkAdvisor, “HRAs Falling as HSAs Continue to Soar: EBRI”

ThinkAdvisor, “Health Reimbursements by Employers Falling: EBRI”

Jan. 16, 2014

MarketWatch, “How to cut health-care costs in retirement”

MainSt., “New Retirement Account: 51% of Workers Could Benefit from It”

Jan. 15, 2014

New York Times, “Playing the Odds on Saving”

Pttsburgh Post-Gazette, “Target date funds still all the rage to retirement”

Jan. 12, 2014

Wall Street Journal, “What You Know About Retirement Investing Is Wrong”

Wall Street Journal, “The High Cost of Health Care in Retirement”

Seacoastline, “Important to get early start on retirement savings”

Jan. 8, 2014

CNBC.com: “How to talk to an employer about your 401(k)”

Financial Advisor Magazine: “Convincing People to Invest Their Tax Refunds”

Jan. 7, 2014

St. Louis Post Dispatch, “Boeing workers give up pension, but gain job security”

Jan. 6, 2014

MoneyRates, “Why Americans still can’t escape the recession”

Jan. 2, 2014

BenefitsPro, “401(k) balances grew across the board in past two years”

Jan. 1, 2014

Detroit News, “Social Security now more politically secure”

Columbia Business Monthly, “Funding Strategies for a Secure Retirement”

Dec. 31, 2013

HuffPost, “New Year’s Resolution: Help Sen. Warren Preserve Social Security”

Financial Advisor, “401(k) Bottom Line”

Dec. 26, 2013

BenefitsPro, “TDFs gaining ground in 401(k) accounts”

Dec. 23, 2013

Dallas Morning News: “As pensions vanish, workers forced to adjust”

Financial Advisor, “Target Date Fund Use in 401(k) Plans Increasing”

Dec. 21, 2013

LifeHealthPro, “Pensions vs. 401(k)s: Which is better for retirement income?”

Dec. 20, 2012

USA Today: “Employees will pay more for health care in 2014”

Washington Post, “Expect To Pay More For Your Employer-Sponsored Health Care Next Year”

BenefitsPro, “Disruption forecast if health insurance tax breaks change”

BenefitsPro, “Boomers Clamor for Voluntary Benefits”

LifeHealthPro, “Pensions vs. 401(k)s: Which is better for retirement income?”

Employee Benefit News, “Most workers happy with their benefits, salaries”

HCPLive: “Cost Conscious and Engaged in Health Care Decisions”

Dec. 19, 2013

BenefitsPro, “DB plans need 1 to 3 percent accrual rates to equal 401(k) payouts”

BenefitsPro: “HSA enrollments skyrocket – Account holders top 20 million”

MotherJones, “Most Americans Have No Clue How Health Insurance Works in America”

Insurance Broadcasting: “2014 Forecast: Five Trends in Voluntary Benefits”

Dec. 18, 2013

Human Resource Executive Online, “What’s Missing from the Retirement Debate”

Human Resource Executive Online, “Should Robots Pay into Social Security?”

Dec. 17, 2013

Associated Press (via The Daily Record): “Congress targets fed workers’ pensions for savings”

Reuters, “Why your health insurance may soon resemble your 401(k)”

Center on Budget and Policy Priorities: “Retirement Tax Incentives Are Ripe for Reform”

Dec. 12, 2013

BenefitsPro, “PPACA puts 1 in 10 full-time jobs at risk, Duke survey says”

Reuters: “Why Minorities are Losing the Retirement Race”

Forbes, “Five Steps to a More Affordable Retirement”

McClatchy News Service, “In budget talks, federal employee benefits on the block”

Stars and Stripes: “In budget talks, federal employee benefits on the block”

Fox Business: “Racial Gap in Retirement Savings Widens”

Dec. 11, 2013

Huffington Post, “How to Increase Your Retirement Confidence”

Forbes, “Myths Surround U.S. Retirement Issues, JP Morgan Exec Says”

Dec. 6, 2013

Wall Street Journal, “Is Your Nest Egg Holding Up?”

Business Insider/Motley Fool, “The Golden Age of Retirement is a Myth”

Business Insider/Simi Valley Acorn, “Resolve to Create a Better Plan in 2014”

Dec. 5, 2013

ACLI, American Benefits Council, and Investment Company Institute: “Our Strong Retirement System: An American Success Story”

Dec. 4, 2013

BusinessJournalism.org, “Detroit’s pension woes will directly impact other municipal benefit plans”

Dec. 2, 2013

Door County Advocate, “Workplace benefits still important to employees”

Dec. 1, 2013

AP: “Leverage time: Retirement savings tips for millennials”

Nov. 29, 2013

L.A. Times, “Fewer dip into 401(k) after job change”

Nov. 27, 2013

MainStreet: “When Changing Jobs Do You Roll Over or Cash Out?”

Nov. 26, 2013

Reuters, “The shape of 401(k) plans to come – and why they’re changing”

Sarasota Herald Tribune, “Retirement and the unplanned health bill”

FEDWeek: “Public Sector Workers Stay in Jobs Longer”

Nov. 25, 2013

AP: “Retirement: It’s hard to think old when you’re young”

Nov. 22, 2013

AP: “Leveraging time: Retirement saving for millennials”

Nov. 20, 2013

Associated Press, “Leveraging time: Retirement saving for millennials”

Marketplace: “You plan your retirement, then you get the health bill”

The Washington Post [Wonkblog]: “Elizabeth Warren wants to spend more on Social Security. But she’s not thinking big enough!”

Nov. 19, 2012

BenefitsPro: “Employees choose jobs based on benefits”

Nov. 18, 2013

Detroit News, “Fewer people cash out 401(k)s after changing jobs”

LA Times, “Workers shun retirement plans”

Madison Press, “What every woman should know about healthcare costs in retirement”

Nov. 15, 2013

BenefitsPro, “More U.S. workers using distributions for essentials”

Life&Health Advisor, “Retirement Plan Participation Generally Stable”

Nov. 14, 2013

The Los Angeles Times: “Fewer people blow 401(k) retirement money on meaningless purchases”

PBS NewsHour: “What If You Outlive Your Savings? How to Close the Retirement Income Gap”

BenefitsPro, “More workers are rolling over lump-sum distributions”

Benefits Canada, “Retirement plan participation remains stable”

Madison.com, “Fewer people blow 401(k) money after job change, study finds”

Nov. 13, 2013

AP, “Fewer participate in company retirement plans”

Wall Street Journal MarketWatch, “Savings look better for 401(k) long-timers”

Benefits Pro, “Workplace retirement plan participation fell last year”

Nov. 12, 2013

Pensions&Investments: “EBRI: More workers saving, but percentage in workplace retirement plans drops”

LifeHealthPro: “EBRI: Plan participation rates higher in public sector”

Pharmacy Choice, “Affordable Care Act making early retirement possible”

Nov. 9, 2013

The Oregonian, “It’s Only Money: The rewards of staying invested through a crisis”

Nov. 7, 2013

Mainstreet.com: “401(k) Boost by 23.5%”

Nov. 5, 2013

Minnesota Public Radio, “In Colorado, A Couple Finds Relief In Obamacare”

The Heartland Institute, “Young Workers, Small Balances, and ‘Extreme’ IRA Allocations”

Nov. 4, 2014

Fiscal Times, “The Biggest Risk to Your Retirement”

QSR, “Millennials Look to Employers for Retirement Guidance”

Nov. 3, 2013

Wall Street Journal, “Five Retirement Myths That Could Cost You”

Nov. 1, 2013

MarketWatch, “Teach your children (to save) well”

Oct. 31, 2013

AP:  “Promises, Promises: A Big One That Got Away”

Wall Street Journal, “As fight over health law rages, President Obama tempers an insurance pledge”

The Exchange, “The Simple Solution for People Locked out of Obamacare”

Oct. 30, 2013

Des Moines Register, “Principal’s Zimpleman accepts industry award”

Your Houston News, “What women today should know about retirement healthcare costs”

Oct. 25, 2013

Sioux City Journal, “Employers push health care savings accounts; consumer groups wary”

Oct. 23, 2013

BenefitsPro: “Will beefing up benefits stall top talent exodus?”

Oct. 22, 2012

San Diego Source: “White House proposes $3M cap on retirement savings”

Forbes, “How Much Of Your Company’s Stock Is Too Much?”

Journal-Gazette, “Start to plan now for successful retirement”

Oct. 21, 2013

USAToday, “Retirement Living: Debt holds many Boomers back”

BenefitsPro: “Median 401(k) account balances on the rise: EBRI”

Seattle Times, “Employers push health-care savings accounts”

Oct. 16, 2013

Philly.com, “Employers push health care savings accounts; consumer groups wary”

Oct. 15, 2013

Fox Business, “Why Some People Choose Work Over Retirement”

Merced Sun-Star: “Employers push health care savings accounts; consumer groups wary”

LifeHealthPro: “PPACA may cut retirement medical savings needs”

Oct. 14, 2013

Chicago Tribune, “Why health savings accounts attract spenders, not savers”

MarketWatch, “The rise of ‘extreme’ retirement portfolios”

Oct. 11, 2013

Kaiser Health News, “Some Good News About Saving for Retirement Health Costs”

Oct. 10, 2013

NBCNews.com, “What’s the worst that could happen? 7 debt-default doomsday scenarios”

Plan Sponsor: “Some May Need Less for Health Care in Retirement”

BenefitsPro: “Unsophisticated allocations threaten portfolios”

Bankrate.com, “Know the Odds on Health Costs”

Oct. 9, 2013

USAToday, “How retirees can rebound after benefits axed”

Oct. 8, 2013

Kiplinger, “Putting Retirement Health Costs in Context”

Forbes, “Will Low Interest Rates Delay Retirement For Boomers And Gen-Xers?”

Oct. 7, 2013

Time, “Americans Are Saving Too Much–Sort of”

US News, “5 Ways Retirement Plans Go Awry”

Detroit News, “Retirement can hurt big earners too, study finds”

Oct. 5, 2013

Wall Street Journal, “How Obamacare Benefits Older Workers”

Oct. 4, 2013

Physicials Money Digest, “High-Income Earners Fare Worse After 65”

Oct. 3, 2013

PlanSponsor, “Factors Impacting Health Care Benefits”

Fox19, “Reality Check: 3 myths about Obamacare”

Tax-News.com: “Study Considers US IRA Reform”

Oct. 2, 1013

MSN Money, “How to retire on a small budget”

Employee Benefit Advisor, “Will debt ceiling debate delay individual mandate?”

Oct 1, 2013

Yahoo Finance, “Why Some People Choose Work Over Retirement”

Investment News, “Web traffic slows access to health insurance exchanges”

Main St., “Long-Term Care is a Senior Issue Desperately Seeking a Solution”

Sept. 30, 2013

HealthLeaders Media:  “US Health Coverage Rebounds–For Now”

Plan Adviser“Some May Fare Better After 65”

Sept. 29, 2013

NBCNews, “Quitting for Obamacare: Trapped workers may seek relief in new health exchanges”

Sept. 27, 2013

CBS Boston: “Your Retirement Plan Is Not a Revolving Savings Account”

The Los Angeles Times: “Retirement hurts big earners too, study finds”

HealthLeaders, “US Health Coverage Rebounds—For Now”

MarketWatch, “Seven Alternatives to Saving for Retirement”

MarketWatch, “After Retireing, High Earners May Feel Poor”

BenefitsPro, “Obama’s budget calls for big changes to 401(k)s, IRAs”

Financial Advisor, “In Retirement, More Could Be Less (And Vice Versa)”

Sept. 26, 2013

LifeHealthPro, “Household income drops 29% after age 65”

Planadviser.com, “Some May Fare Better After 65”

Sept. 25, 2013

Cincinnatti.com, “End of COBRA an Obamacare boon for biz”

NASDAQ, “Are Your Savings Ready to Retiree Too?”

Sept. 23, 2013

Yahoo Finance, “Millionaires’ secrets for retirement planning”

Sept. 18, 2013

HR Executive Online, “Employee Satisfaction with CDHPs Grows”

Sept. 17, 2013

MarketWatch, “Investors too optimistic for their own good”

Sept. 16, 2013

Employee Benefit Advisor, “Workers Keep Pushing Back Expected Retirement Age”

Sept. 15, 2013

Bloomberg News, “Big companies ending retiree health plans adds to taxpayer burden”

Detroit Free Press/USAToday, “Retirement mind shift: Invest in yourself”

Kansas City Star, “Obamacare could encourage more early retirements from baby boomers”

Sept. 13, 2013

Investor.com, “More Employees Are Joining Plans”

BenefitsPro, “Many Expect to Retire After 70,”

Sept. 12, 2012

Deseret News, “Dreams deferred: Boomers delaying retirement plans”

Sept. 11, 2013

Business Insider: “Baby Boomers Have No Idea What To Do With Their Retirement Money”

Huffington Post: “Top 5 Reasons Why Retiring Today Is Harder Than Ever”

Forbes, “5 Health Risks That Can Cost You”

Benefits Pro, “Seven reasons HSAs are taking off”

Salon.com, “Bucking the trend of unemployment among baby boomers”

Business Insider, “Investors Are Seriously Confused By Target-Date Funds”

Sept. 10, 2013

Bloomberg, “NIH Seeking Baby Boomers Helps Buck Trend of Unemployment”

Forbes, “10 Tough Lessons For College And Retirement Savers”

Reuters, ‘The Biggest Unanswered Question About Retiring in America”

Triangle Business Journal, “Don’t panic if you got IBM’s retiree health exchange memo”

Human Resource Executive Online, “The Great Migration”

Sept. 9, 2013

Bloomberg: “GE to IBM Ending Retiree Health Plans in Historic Shift”

Society for Human Resource Management: “Consumer Satisfaction Rises for CDHPs, Still Trails Traditional Plans”

Boston.com: “How to invest in your health care”

Sept. 4, 2013

Plan Sponsor:  “Plan Sponsorship and Participation Are Growing”

ConsumerAffairs.com, “The pension vs. 401(k) debate”

LifeHealthPro, “Survey pegs DC plan assets at $4 trillion-plus in 2018”

Business Record: “Zimpleman to receive another lifetime achievement award”

Sept. 3, 2013

U.S. News & World Report: “Half of Workers Lack Retirement Benefits”

fiftyplusadvocate.com: “Seeking a softer retirement landing”

The Wall Street Journal: “Principal Financial Group Chairman and CEO Named 2013 Lillywhite Award Winner”

NBCNews.com: “As health costs rise, some companies blame Obamacare”

Aug. 30, 2013

MarketWatch, “Duly Noted”

Aug. 29, 2013

Financial Advisor Magazine: “Retirement Plan Participation Rates Up, Contribution Rates Down”

San Francisco Chronicle: “Time might be right for mandatory savings accounts”

BenefitsPro: “CDHP satisfaction rises — But traditional plan popularity slips”

Aug. 28, 2013

BenefitsPro: “More employers offering retirement plans”

LifeHealthPro: “Obama budget proposal would hit retirement savers”

mHealthNews [Blog]: “Consumers ‘get’ mHealth, but do providers care? ”

Aug. 27, 2013

BenefitsPro: “Higher rates to have big impact on proposed cap”

Barron’s: “Boomers Making Bigger IRA Withdraws for Everyday Expenses”

Aug. 23, 2013

Washington Post, “UPS will end health insurance for spouses who can get coverage somewhere else”

New Republic: “Why UPS Spouses Shouldn’t Be (Too) Mad at Obamacare”

Aug. 22, 2013

Bloomberg Businessweek: “UPS Ending Health Plan for Spouses May Signal Broader Cost Cuts”

Fox Business: “First Obamacare Open Enrollment Promises Incentives, Costs”

Aug. 21, 2013

The Washington Post: “Survey: 2013 employer-sponsored health insurance costs rise modestly but outpace wage gains”

Aug. 16, 2013

The Fiscal Times: “Workers: Why Workers Are Botching Their Biggest Investment”

Aug. 14, 2013

Deseret News: “The best industries for a secure retirement”

Millionaire Corner: “Men vs. Women: Where to Retire?”

Aug. 13, 2013

BenefitsPro: “Lump-sum beats annuity by a mile, EBRI finds”

Aug. 8, 2013

Southern Daily Press: “Low Interest Rates a Bane for Gen X-ers and Baby Boomers Alike”

Aug. 7, 2013

Time: “Retirement Income: Here’s a New Tool You Might Actually Use”

Aug. 6, 2013

Fox Business: “How to Refocus Your Retirement with a Rollover”

PolitiFact: “Marco Rubio says patients won’t be able to keep their doctors under Obamacare”

Aug. 5, 2013

Smart Benefits: Switching to HSAs May Reduce Healthcare Spending



July 31, 2013

The Motley Fool: “The Real Crisis in Employer-Provided Health Insurance”

July 30, 2013

Wall Street Journal, “Retirees Face High Stock Prices and Low Bond Yields”

July 29, 2013

Forbes: “Detroit Is a Tragedy, but the Retirement Crisis Touches Us All—Especially Generation Y”

Daily Finance: “Low Interest Rates: Bad for Retirees, Worse for Gen X-ers”

July 26, 2013

MarketWatch: “401(k) Fee Alerts Go Largely Unnoticed”

July 23, 2013

Fox Business: “Retirement of Baby Boomers at Risk”

Forbes, “‘How I Hit The $1 Million Mark’: Real People Dish On Their Retirement Savings”

July 22, 2013

Institutional Investor, “Claim that 401(k)s Beat Defined Benefit Plans Stirs Controversy”

Rapid City Journal“Kahler: Are you a spender or a saver?”

July 19, 2013

Pittsburgh Business Times, “EBRI: savings in high-deductible plan”

AARP [Blog]: “Retirement Analyses May Send Chills Down Your Back”

On Wall Street, “Low Yields Snare The Young And The Affluent”

July 17, 2013

DailyFinance, “Investing for Retirement: There Are No Excuses”

July 13, 2013

MarketWatch, “10 things boomers won’t tell you”

SmartBrief, “EBRI: Pension performance lags 401(k)s”

July 12, 2013

MarketWatch: “Which are better, 401(k)s or pensions? Study: In some cases, savers end up with more in 401(k)s”

July 11, 2013

Midsize Insider: “Economic Recovery Does Little to Bolster Retirement Confidence”

July 10, 2013

AdvisorOne, “DC Plans vs. DB Plans: Who Won the EBRI Stress Test?”

July 9, 2013

MSN Money, “Will rising interest rates affect your retirement?”

U.S. News & World Report: “How Rising Interest Rates Affect Retirement”

Forbes: “News Flash: 46% of Working Uninsured Are in Large Firms Subject to Employer Mandate”

BenefitsPro, “401(k) outperforms pension in EBRI study”

July 8, 2013

Society for Human Resource Management: “Despite Coverage, High Costs Limit Health Care Access”

July 3, 2013

NAPA Net, “EBRI: Participants Do Better in DC Plans”

Business Management Daily, “Part-time work increasing, part-timers’ health coverage falling”

June 26, 2013

BankInvestmentConsultant.com: “Low Rates Deal Significant Blow to Retirement Plans”

The Wall Street Journal: “Health Care Costs, Not Income, a Retirement Crisis”

June 17, 2013

Forbes: “To Tap Your IRA or Not? That’s the Question”

June 16, 2013

New York Times, “Suddenly, Retiree Nest Eggs Look More Fragile”

June 15, 2013

WealthManagement.com, “The Voice of Reason for Jittery Employers”

June 12, 2013

Fox Business, “Planning for Retirement : Where to Start”

June 11, 2012

AARP, “2013 Retirement Confidence Survey: A Secondary Analysis of the Findings from Respondents Age 50+”

June 9, 2013

Garner News, “Will you be able to retire when you want?”

June 4, 2013

MarketWatch, “Younger savers boost Roth IRAs”

LifeHealthPro, “Traditional IRAs top retirement savings accounts”

June 3, 2013

AARP Bulletin: “Job Hunting for Older Americans: Workers, Retirees Identify Work Uncertainty as Most Pressing Financial Issue”

USA Today/Wall St. Cheat Sheet: “Will U.S. workers ever be able to retire?”

May 29, 2013

CNN Money: “Senior citizens struggle with mounting debt”

California Healthline: “Report: Employers Cut Hours, Coverage Options Before ACA Was Passed”

May 23, 2013

Stillwater Gazette: “Putting too much of your money in company stock”

The Hill’s Healthcare Blog: “Trend toward part-time work, cuts in health coverage predate ObamaCare”

May 21, 2013

Businessweek, “Magical Thinking and Retirement Planning: An Unhappy Pair”

The Motley Fool: “1 Simple Step to Dramatically Improve Your Retirement”

Winston-Salem Journal, “Many underestimate costs of health care in retirement”

May 20, 2013

The Washington Post, “Health care in retirement probably costs more than you think”

Chicago Daily Herald , “Retired couples may need $220K for health care”

Benzinga, Boomers Are Cashing in Their IRAs Early According to Report

May 16, 2013

Financial Advisor Magazine, “Baby Boomers Withdrawing IRA Money Too Fast, Survey Says”

Bloomberg Businessweek: “Younger Seniors Are Burning Up Their IRAs”

May 15, 2013

New York Times, “Taking a Closer Look at a Proposal to Limit Tax-Deferred Savings”

Reuters, “Stern Advice-Retiring on 0.25 percent a year”

Employee Benefit News, “EBRI: Low interest rates could ding retirement plans”

May 13-14, 2013

The Washington Post: “Health law lets young people stay on a parent’s plan or buy their own insurance”

U.S. News & World Report: “10 Reasons Critical Illnesses Pose Retirement Risk”

Pensions & Investments, “EBRI finds financial calculators help people set more realistic savings goals”

AdvisorOne, “Low Interest Rates Wallop Retirees: EBRI”

Investment News: “RIS 2013: Are clients saving too much money for retirement health care? – Cadillac coverage may not be a good fit for those with specific quality-of-life wishes”

May 12, 2013

Highlands Today, “Work until you drop”

May 9, 2013

Forbes, “Five Ways To Save Your 401(k)–And Your Retirement”

Financial-Planning.com, “Low Interest Rates Could Ding Retirement Plans, EBRI Warns”

May 7, 2013

Detroit Free Press: “Susan Tompor: Michigan’s 529 college savings plan ranks highly”

May 6, 2013

Fort Worth Star-Telegram: “Retirement often comes earlier than planned, survey shows”

May 3, 2013

Fiduciary News: “Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary — The Ugly” [3rd in a series of 4 articles]

Fox Business: “9 Things Your Aren’t Doing With Your Retirement But Should”

April 30, 2013

New York Post: “Obama’s budget clipping 401(k)s: Eyes $2.7M lifetime limit on contributions”

April 29, 2013

The Washington Post: “Kitchen Table Economics: Dallas Salisbury”

Chief Investment Officer: “Preferential ‘Treatment’” [From aiCIO magazine’s April issue: a column by Nevin Adams on tax treatments of 401(k) plans]

April 26, 2013

The Motley Fool: “Don’t Be One of These Statistics: How to Plan for Retirement”

April 25, 2013

MobiHealthNews: “Consumer-driven health plan members are richer, healthier, educated, but not younger”

Employee Benefit Adviser: “PBS special slams 401(k)s”

April 24, 2013

LifeHealthPro: “How (and why) to bring better retirement planning to the worksite” 

April 23, 2013

USA Today: “Retirement and health care: Concerns are off the charts”

Reuters: “Analysis: Boomer downsizing trend hasn’t materialized yet, but may”

April 22, 2013

MarketWatch: “Tax benefits of retirement savings in jeopardy — Commentary: Decreasing savings could endanger U.S. economy”

April 18, 2013

MarketWatch: “Retiree medical costs vastly underestimated”

FierceHealthPayer: “Dependent young adults cost insurers extra $2M, research shows”

April 16, 2013

NBCNews.com: “Experts: Obama’s IRA cap would impact upper middle class”

Plan Sponsor: “Budget Proposals for Retirement Savings–A Deterrent or Not?”

OregonLive.com: “Time to rethink retirement as Social Security and Medicare define it”

April 15, 2013

The Wall Street Journal: “Will the Government Shrink Your IRA?”

Fox Business: “How to Invest Leading Up To–and In–Retirement”

LifeHealthPro: “Young adult coverage used most for pregnancy, substance abuse”

California Healthline: “Study: Health Care Costs Higher for Young Adults Newly Covered by ACA”

April 12, 2013

Politico, “Youg adults getting help under PPACA”

The Wall Street Journal’s Washington Wire: “Young Adults on Parents’ Health Plans Cost More”

Plan Sponsor: “Adult Dependent Coverage Bumps Up Employer Cost”

Bloomberg: “Maybe Past Performance Does Predict Your Savings’ Future”

April 11, 2013

Forbes: “Could Obama’s Plan to Curb the Boss’ Tax Breaks Hurt Workers’ Retirements?”

Credit Union Times: “Retirement Industry Looks Askance at $3 Million IRA Cap in Obama Budget”

April 10, 2013

U.S. News & World Report, “Obama Budget Proposes Cap on Retirement Savings”

CNNMoney, “Obama to Propose Limits on IRAs for the Rich

Pensions & Investments, “EBRI: Retirement savings cap impact will be greater as interest rates rise” 

Plan Sponsor: “Savings Cap Could Affect Up to 5% of Participants”

The Coloradoan: “Watt: Survey shows faltering confidence in a comfortable retirement”

April 9

New Haven Register: “Connecticut Money: Workers face big obstacles saving for retirement”

April 8

The Wall Street Journal: “The Case for Spending It — After All, There’s More to Life Than Amassing Assets”

April 3

Post-Tribune, “Retirement cash crunch is looming”

April 2

Tampabay.com, “Saving for retirement must be a priority in tight times”

March 31

Newsday, “Many older workers can’t afford to retire”

Financial Engines, “EBRI Survey Captures Worker Pessimism about Having Enough to Retire”

March 30

InvestmentNews, “Advisers can boost retirement readiness but calculators can do more”

The Reporter, “Are women retirees really much poorer than men?”

March 28

Mutualfundreform.com, “New EBRI Study Finds Americans Not Confident About Their Retirement”

March 26, 2013

The Wall Street Journal: “Retirement Is No Holiday from Debt”

The New York Times: “Declining Wealth Brings a Rising Retirement Risk”

March 21, 2013

Chicago Tribune: “The retirement confidence game”

Investment News: “401(k) loans usually not taken out frivolously, lawmakers told — Permanent withdrawals and cash-outs cause most harm”

March 20, 2013

Pensions & Investments, “EBRI survey: Growing number ‘not at all confident’ about sufficient retirement savings”

The Washington Post: “Strapped for retirement, more hope to work longer”

The Washington Post, “Retirement is a Numbes Game”

MSN Money: “Retirement crisis ahead for boomers and Gen Xers”

Workforce: “Yes, They Worry: Nearly Half of U.S. Workers Uncertain About Retirement”

March 19, 2013

Wall Street Journal, “Workers Saving Too Little to Retire”

AP, “Market Rebounds, but Retirement Confidence Does Not”

US News & World Report, “10 Reasons to Worry About Your Retirement”

Baltimore Sun, “Workers’ confidence about future retirement sinks”

USA TODAY, “Confidence in retirement continues to flail”

DeMoines Register, “Workers’ views on retirement are grim, survey finds”

CNNMoney, “Retirement Confidence at Record Low”

Christian Science Monitor, “Most Americans’ Savings Under $25,000”

The Hill, “Few confident in value of future Medicare benefits, survey finds”

PlanSponsor, “Saving for Retirement Easier Said Than Done”

Huffington Post, “Retirement Confidence at a Record Low”

Investment News, “American’s Retirement Confidence Remains at All-Time Low”

International Business Times, “Most US Workers Ill-Prepared To Retire, Survey Finds”

Business Insider, “Retirement Confidence Hits a Record Low”

March 14

Reuters, “Getting a handle on those retirement health “billions”

The New York Times: “Pushing Back Retirement, and Not Always for Money”

LifeHealthPro [Opinion]: “Fiscal cliff? What about the retirement cliff?”

Employee Benefit News: “Medical savings accounts on the upswing”

Manning & Napier: “Increased Savings: The Best Risk Management Tool in the Retirement Readiness Equation” [A White Paper by Manning & Napier]

March 13

Employee Benefit News, “Medical savings accounts on the upswing”

March 11, 2013

Plan Sponsor: “Americans Underestimate Retirement Health Care Costs”

Millionaire Corner, “Debt Levels Threatening Retirement Security: Report”

March 7, 2013

New York Times, “The War on Entitlements”

March 4, 2013

U.S. News & World Report, “7 Obstacles to Saving for Retirement”

March 3, 2013

Employee Benefit News, EBRI: 1 in 5 seniors outspend their income by 50% or more

Feb. 27, 2013

The Heartland Institute, “Health Insurance Premiums Are Going Up”

Kiplinger, “Are You Saving Enough?”

NBCNews.com, “Not-so-golden years: Over 75, burdened by debt”

Feb. 26, 2013

Reverse Mortgage Daily, “Housing Key Driver of Spiking Debt Among Older Households”

NorthJersey.com, “Elderly carrying more debt than in the past”

Feb. 25, 2013

Business Finance Magazine, “Link Round-Up: Good Benefits = Job Acceptance”

Fox Business, “Older Americans Increasingly Burdened With Debt”

The Sacramento Bee, “Many aging boomers balk at retirement”

Feb. 22, 2013

Financial Advisor, “Oldest Americans’ Debt Load Increases”

Credit Union Times, “Senate Explores Ways to Improve Retirement Security”

Feb. 21, 2013

The Hill, “Health accounts remain popular despite health law’s restrictions”

Plan Sponsor, “Contributions to HRAs/HSAs Growing”

Plan Sponsor, “Campaign Provides Employee Education Opportunity”

BankInvestmentConsultant.com, “One in Five Senior Americans Outspend Their Income by 50% or More”

Feb. 19, 2013

The New York Times, “Some Employers Could Opt Out of Insurance Market, Raising Others’ Costs”

CNN Money, “Six secrets to a dream retirement” 

Business Administration, “EBRI Review Shows Long-Term Improvement in 401(k) Balances”

Feb. 18, 2013

Money Magazine, “Six Secrets to a Dream Retirement”

Feb. 15, 2013

MarketWatch, “Factors that affect retirement readiness”

Feb. 14, 2013

Mother Jones, “Will Boomers and Gen Xers Be Able to Retire?”

Employee Benefit News, “State of the Union fact-check: Is PPACA slowing health care cost growth?”

PLANSPONSOR, “EBRI Shares Factors That Impact Retirement Readiness”

Feb. 13, 2013

U.S. News, “Rising 401(k) Balances Helping Retirements Recover”

Feb. 11, 2013

Dallas Morning News: “Workers planning to stay on the job longer to keep health coverage”

Feb. 5, 2013

PLANSPONSOR, “EBRI Challenges Study About Retirement Plan Tax Incentives”

Feb. 4, 2013

Washington Post, “Everybody’s working for the…health care benefits”

Jan. 31, 2013

PlanSponsor: “EBRI Challenges Study About Retirement Plan Tax Incentives”

Insurance News Net: “Workers Plan to Work Longer to Keep Coverage”

Jan. 30, 2013

LifeHealthPro, “Combined assets of HSAs, HRAs now top $17.8 billion”

IFAwebnews.com, “HSA and HRA plans show renewed growth, according to study”

Jan. 29, 2013

LifeHealthPro, “EBRI: Nearly three quarters of 401(k) plans include target date funds”

Jan. 25, 2012

The New York Times, “Older, but Not Yet Retired”

Jan. 22, 2013

Time Magazine: “Flashpoint: Young Workers with a 401(k) Finally Get Diversified”

Jan. 19, 2013

LifeHealthPro, “EBRI report: Differences in pension plan rules determine annuitization rates”

Jan. 18, 2013

Plan Sponsor: “Pension Rules Drive Annuity Decision”

Jan 17, 2013

CBS News, “Why age 70 isn’t the new 65”

Jan. 11, 2013

The Doctor Weighs In, “Cost-conscious health consumers are adopting personal health IT”

Jan. 9, 2013

Insurance News, “EBRI: Fewer employers offer health insurance to retirees”

Jan. 8, 2013

Dallas Morning News,  “Health insurance a key benefit for employees”

Employee Benefit News, “EBRI: Should US tax health benefits, workers will look elsewhere”

Jan. 6, 2013

Employee Benefit News, “EBRI: Average US job tenure rises

Jan. 3, 2013

mobihealthnews, “Consumer-driven health plan members more likely to use health apps”

Dec. 31, 2012

Healthcare Finance News, “EBRI: Consumer Directed Health Plan Members more likely to research healthcare costs”

Dec. 28, 2012

PhysBizTech, “Survey: Workers would seek alternatives if health benefits taxed”

Dec. 27, 2012

CNBC.com, “Can We Fix Health Benefits Without Changing a Thing?

Dec. 26, 2012

PhysBizTech, “Survey: Workers would seek alternatives if health benefits taxed

Today.com, “With fewer opportunities, Americans are staying at their jobs longer

Dec. 23, 2012

Insurance News Net, “Consumer-Driven Health Plan Participants More Cost-Conscious

Dec. 21, 2012

Kansas City Star, “Possible health tax is a concern”

Plan Sponsor, “Workers Value Tax Advantages of Health Benefits”

Dec. 18, 2012

Human Resource Executive Online, “The New 401(k)”

Dec. 14, 2012

Forbes,  “Will Your Retirement Be Thrown Off the Fiscal Cliff?”

Reuters, “Your Money – Use it or lose it: 10 surprising ways to drain FSAs”

Dec. 6, 2012

TIME, “How Much Should You Save for Retirement?”

Dec. 4, 2012

Huffington Post, “While Illinois Hits Bottom, Lawmakers Get Top Dollar”

Dec. 3, 2012

Plan Sponsor, “What Age Groups Are Most Retirement Ready?”

Nov. 30, 2012

Plan Sponsor, “Large Firms Drive Self-Insured Plan Growth”

Institutional Investor, “Surge of Baby Boomer Saving Will Transform Capital Markets”

Nov. 29, 2012

Plan Sponsor, “Retirement Plan Participation Rates Stalled”

The Hill, “Self-insured health plans on the rise, study finds”

Nov. 28, 2012

CNBC.com, “Is Women’s ‘Retirement Gap’ Really a Pay Gap?”

Nov. 24, 2012

San Antonio Express, “Say bye-bye to retirement health care benefits”

Nov. 20, 2012

Employee Benefit News, “EBRI: A couple in retirement could need $400000 just for health care

DailyFinance, “Health vs. Wealth: Are Employees Making the Right Benefits Choices?”

Nov. 16, 2012

MarketWatch, “Health-care bill in retirement: $240000”

Nov. 15, 2012

Motley Fool, “The Right Amount to Save for Retirement”

Nov. 14, 2012

U.S. News & World Report, “How Your Investment Choices Compare to Your Peers”

New York Times, “A 401(k) That Never Runs Dry”

Financial-Planning.com, “Health Care May Cost Nearly $400K for a Retired Couple”

Nov. 13, 2012

Chicago Sun-Times, “With Obamacare now a reality, employers choose strategies”

Nov. 2, 2012

MarketWatch, “Health coverage shrinks for young retirees”

Fox Business, “How to Pass Wealth Between Generations”

Nov. 1, 2012

Wall Street Journal, “Big Firms Overhaul Health Coverage”

Accounting Today, “Men and Women Make Similar IRA Allocations”

American Banker, “HSAs: A Health Care Trend Worth Preserving”

CBS MoneyWatch, “The 9-step retirement plan”

Lexology, “Fewer employers are offering retiree health benefits, report finds”

Oct. 31, 2012

Financial Advisor Magazine, “401(k) Ownership Grows as IRA Ownership Falls, Says Study”

Retirement Income Journal, “Sex has little effect on IRA asset allocation: EBRI”

Oct. 27, 2012

Financial Advisor Magazine, “401(k) Ownership Grows As IRA Ownership Falls, Says Study”

CNBC.com, “Another Reason Workers May Stay on the Job Longer”

Oct. 26, 2012

LifeHealthPro, “EBRI: savings required to meet retirees’ prescription drug decline”

Governing, “As Retiree Health Benefits Decline, Exchanges Seen as Saviors”

Dallas Morning News, “Retirees need a bit less savings for future health care needs, study finds”

Plan Sponsor, “Age, Account Balance Affect IRA Equity Allocation”

Oct. 25, 2012

Insurance News Net, “EBRI: Consumer-driven health plan members growing more content”

Oct. 24, 2012

Financial Advisor Magazine, “Fewer Employees Receive Retiree Health Benefits”

Investment News, “Employer-sponsored health benefits for retirees dying out — Number of companies that offer medical coverage for former workers dwindling”

Christian Science Monitor, “More Americans tap retirement funds. Is that OK?”

Chattanooga Times Free Press, “Personal Finance: IRS increases contribution limits on retirement plans”

Oct. 23, 2012

MarketWatch, “Retirement ‘Savings Week’ highlights savings gap”

New York Times, “Weighing the Odds of Disability, for Insurance Purposes”

Oct. 17, 2012

DailyFinance.com, “How to Fix the Retirement Savings Crisis”

Oct. 16, 2012

The Fiscal Times, “Tax Reform: $200B a Year to Get People to Save?”

Reuters, “US local governments take budget knife to retiree health plans”

Oct. 15, 2012

Investment News: “Getting employers to boost deferral rates is not easy”

Reuters: “So you’ve got an HSA, now what do you do with it?”

Oct. 13, 2012

MarketWatch, “How you can find your ‘second act’ in retirement”

Oct. 11, 2012

The New York Times: “This Election, a Stark Choice in Health Care”

Oct. 10, 2012

The Wall Street Journal: “When ‘Eight’ Isn’t Enough — What’s Your ‘Magic’ Retirement-Savings Number?”

Oct. 8, 2012

USA TODAY, “Boomer women worry more about financial future”

Oct. 6, 2012

Millionaire Corner, “Retirement Readiness: Ownership in 401(k)s on the Rise”

 Oct. 5, 2012

FedSmith.com, “Future Retirement: Federal Workers In Good Shape”

Oct. 4, 2012

Health Populi, “U.S. health insurance updates from Kaiser, EBRI and the Census Bureau; uninsurance related to poor health”

InvestingAnswers, “5 Surprisingly Dangerous Places to Stash Your Emergency Cash”

Oct. 3, 2012

The Fiscal Times: “End the Health Care Tax Break: Reduce Coverage?”

The Cherokee Ledger-News: “Securing your financial future, strategies for establishing a nest egg”

Oct. 2, 2012

UPI.com: “More insured, fewer via private health care”

LifeHealthPro: “Retirement tools to consider: Fixed indexed annuities and in-service withdrawals”

Oct. 1, 2012

California Healthline: “Employer-Sponsored Health Insurance Declining, Report Finds”

Sept. 30, 2012

Insurance News Net, “Employment-Based Health Coverage Continues Decline; Uninsured Rate Shrinks as Public Coverage Grows”

Sept. 28, 2012

Chicago Tribune, “70 is not the new 65”

Forbes, “How Career Switchers Can Boost Retirement Savings”

Insured Retirement Institute: “Work and Retirement: Current Workers Expectations vs Retirees Real Experience”

Sept. 27, 2012

AdvisorOne, “Ownership of 401(k) Plans Rise, While IRAs Fall”

PI Online: “EBRI: DC balances account for more financial assets despite their declines”

Sept. 26, 2012

AHIP, “New EBRI Survey Shows Individuals Continued Satisfaction With Health Plans”

Sept. 25, 2012

The Hill, “Survey finds widespread doubt about Medicare’s future”

LifeHealthPro, “EBRI: Consumers still confident about health care”


Sept. 22, 2102

Stamford Advocate, “Don’t count on the lottery to pay for retirement”

Sept. 21, 2012

PLANSPONSOR.com, “EBRI App Targets Retirement Savings”

Sept. 20, 2012

Senior Housing News: “Senior Care Costs Push Retirement Age to 80s for Some Seniors”

Home Channel News: “The bright side of high-deductible health plans”

Sept. 18, 2012

USA Today, “Test-drive retirement before taking it on the road”

Sept. 17, 2012

Reverse Mortgage Daily, “Reverse Mortgage Need to Rise With New “Normal” Retirement Age?”

Sept. 13, 2012

The New York Times, “Should the 401(k) Be Reformed or Replaced?”

Sept. 12, 2012

Accountingweb.com, “EBRI Rolls Out Free Retirement Savings App”

Sept. 11, 2012

New York Times (Bucks column), “Working to 70 May Not Solve Savings Shortfall” 

Sept. 10, 2012

benefitspro.com, “EBRI iPhone app to help younger workers save for retirement”

Sept. 9, 2012

About – News & Issues, “Unsafe at 70?”

Sept. 7, 2012

CBS News, “Do you need to delay retirement to age 70…or 84?”

Fox Business, “Are Your Savings Ready to Retire, Too?”

WorldatWork, “Satisfaction Levels Rising for CDHPs, Slipping for Traditional Plans”

Sept. 6, 2012

Kansas City Star, “’Lifers’ show a loyalty that is now rare in workplaces”

The Huffington Post, “Long-Term Unemployment: A National Crisis for Older Workers”

Financial Advisor Magazine, “EBRI Recognizes Sharpe For Enhancing Americans’ Economic Security”

FedSmith.com, “Can You Retire on $25k?”

Pensions & Investments, “Sharpe named Lillywhite winner, will speak at conference”

Sept. 5, 2012

The Wall Street Journal, “Making Your Retirement Assets Last”

FierceHealthPayer, “Enrollees more satisfied with consumer-directed health plans”

WTOP, “Working to 70 won’t solve your problems”

 Dallas Morning News, “Working to age 70 not necessarily a boost for retirement savings”

Sept. 4, 2012

TheStreet.com, “Ready To Retire At 70 — Or 84?”

USA Today: “6 challenges affecting the American worker”

The Plain Dealer: “You may not be able to retire until you’re 70 – if then (poll)”

Kaiser Health News:  “Research Roundup: Satisfaction among Health Plan Types”

Sept. 3, 2012

The Fiscal Times, “Labor Day Blues for Families with Stagnant Income”

August 30, 2012

Forbes, “New Study: Working Until Age 70 Isn’t Enough”

MarketWatch, “For retirees, 70 may not be the new 65”

Wall Street Journal, “When Working Until 70 Isn’t Enough”

Workforce Management, “Working Longer No Lock for Comfortable Retirement”

August 29, 2012

AdvisorOne, “After Election, Tax Preferences for Retirement, Health Benefits Likely on the Chopping Block”

USA Today: “Employers try new ways to cut health costs, study says”

August 28, 2012

Minneapolis Star Tribune: “Low interest rates throw wrench into retirements”

August 24, 2012

Smartmoney.com, “Are Advisers Sexist about Social Security?”

August 22, 2012

Industry Market Trends, “Working through Our Golden Years”

August 21, 2012

Fox Business, “Retirement Savings Poll: Don’t Call it a Comeback”

August 20, 2012

Kansas City Star, “For many boomers, ‘retirement age’ is a moving target”

August 17, 2012

LifeHealthPro, “SOA Survey: More than One-third of Pre-retirees Don’t Plan to Retire”

August 16, 2012

Home Channel News, “Provider networks, premiums drive health plan choices”

August 13, 2012

CCH, “401(k) plan eligibility key factor in retirement readiness, EBRI finds”

August 8, 2012

MSN Money,  “Why you may retire in poverty”

August 7, 2012

Prudential Retirement, ” Better Participant Outcomes Through In-Plan Guaranteed Retirement Income”

CCH,  “Provider Networks, Premiums Key Factors in Health Plan Choice”

August 2, 2012

Insured Retirement Institute, ” Women and Retirement — Overcoming Retirement Income Challenges Facing Women”

July 31, 2012

Investor’s Business Daily: “Pros and Cons of Borrowing from Your 401(k) Account”

July 30, 2012

DesMoinesRegister.com [Blog]: “Harkin unveils plan to fend off country’s impending retirement crisis”

July 24, 2012

Employee Benefit News, “Traction seen for DC health plans, private insurance exchanges”

Rockford Register Star, “Private sector offered flexibility on pensions”

October Three: “Tax reform and 401(k) fairness”

July 20, 2012

Insurance News Net, “Provider Networks, Premiums Key Factors in Health Plan Choice”

July 19, 2012

AdvisorOne, “Housing Starts Rise, but So Do Housing Stops”

CNBC.com [Blog]: “Are Company Cutbacks Helping or Hurting Pension Plans?”

Plan Sponsor: “Most Employees Not Given a Choice of Health Plans”

Fox Business: “Get Health Insurance with a Part-Time Job”

July 17, 2012

CBS News, “The secret to a successful retirement”

July 13, 2012

WebMD Health Services, “What If? The Push to Consumer Driven Health Plans”

Huffington Post, “5 Myths About Public Employee Pensions”

July 12, 2012

CBS News, “Reduce your odds of needing long-term care”

July 11, 20

LifeHealthPro: “A Combo Plan for Boomers”

July 9, 2012

AP, “New law gives US companies a break on pensions”

July 5, 2012

Smart Business Network: “How to use self-funded insurance to lower costs and tailor health plans to your employees”

July 3, 2012

Senior Housing News, “Forbes: Can a Nursing Home Stay ‘Ruin’ an Individual’s Finances?”

July 2, 2012

AISHealth: “Despite the type of health coverage they have, Americans complain of difficulty in accessing health care services”

CBS Money Watch: “Will an inheritance bail out your retirement?”

June 27, 2012

Kaiser Health News, “Health Policy Groups Prepare for Day of Spin”

U.S. News & World Report, “5 Ways the Media Tries to Scare Retirees”

June 26, 2012

Fox Business, “Easy Fix for Retirement Problems: Work Longer”

Dallas Morning News, “Nursing home stays deplete wealth”

OregonLive.com, “SIMPLE ways out of fee-heavy workplace retirement plans”

June 25, 2012

Fox Business, “Cost of Living Out Life’s Grand Events”

June 23, 2012

nwitimes.com, “Boomers are spending more on housing than the generations before”

June 22, 2012

Kaiser Health (via Gant Daily): “Health Law Is Mixed Bag for Employers”

Fortune, “Health care reform: Freedom for disgruntled workers?”

Pontiac Daily Leader, “How women can take control of their financial future”

Heritage Foundation, “Saving the American Dream: The U.S. Needs Commonsense Health Insurance Reforms”

June 20, 2012

CBS Boston, “Will You Have Enough Money To Last Through Retirement?”

Advisor One, “Medicare, Taxes, Retirement Are Targets in Hearing”

24/7 Wall St., “Eight Things to Do If You Haven’t Planned for Retirement”

June 19, 2012

Senior Housing News, “EBRI: Extended Nursing Home Stays Send Retirees to the Poor House”

June 16, 2012

U.S. News & World Report, “How Nursing Home Stays Ravage Finances”

Planadviser.com, “401(k) Eligibility a Key Factor in Retirement Readiness”

AdvisorOne, “Almost Half of Gen X Retirements ‘At Risk'”

InvestmentNews, “Nursing homes bleed assets dry: Study”

June 15, 2012

PlanSponsor, “Nursing Home Stays Deplete Seniors’ Assets”

PlanSponsor, “401(k) Eligibility Key Factor in Retirement Readiness”

U.S. News, “How Nursing Home Stays Ravage Finances”

U.S. News, “8 Scary Retirement Facts”

LifeHealthPro, “LTCI Watch: 1in7 Got Coverage”

Employee Benefit News, “Health care barriers remain, regardless of insurance plan type”

CantonRep.com, “How women can take control of their financial future”

Wells Fargo Advisors, “The New Retirement: Making Different Choices”

ACHP, “EBRI: High Deductible Health Plan Participants Report Higher Access Issues”

June 12, 2012

The Fiscal Times, “5 Shocking Predictions about Retirement in America”

June 11, 2012

Wall Street Journal, “Get Retirement Saving Back on Track”

Wall Street Journal, “The Best In…Financing Your Future” (Nest Egg Calculations)

June 7, 2012

BusinessWeek, “Stocks helped lift US household wealth in Q1”

AdvisorOne, “Individuals’ Combined IRA Balance Higher Than Overall Average”

U.S. News & World Report, “Why Retirement Prospects Are Brighter Than They Seem”

Financial Advisor: “How Much Do People Really Have in IRAs?”

Smart Investor, “EBRI Study: Retirement Readiness Rises with Age

Employee Benefit News, “EBRI data: Workers remain financially frozen”

June 6, 2012

CBS News: “Delaying retirement? Here’s how to make it work”

June 5, 2012

The Republic, “Seniors struggle under growing debt load”

May 30, 2012

Forbes, “We Are Not Prepared for Long-Term Care”

Deseret News, “Poverty, hunger among retirees increasing”

Senior Housing News, “EBRI: Poverty Rates Rising Among Retirees; Nursing Homes Draining Assets”

May 29, 2012

CNN Money, “What’s a realistic retirement age?”

AdvisorOne, “More Americans Aging Into Poverty”

Baltimore Sun, “Seniors grow old under debt”

The Huffington Post, “Postponing Retirement: Record Number of Americans Choosing to Stay at Work”

May 25, 2012

Plan Sponsor, “More Workers Estimated to Be Retirement Ready”

Business Insider, “Workers Have Dropped Health Care Plans At An Alarming Rate”

May 24, 2012

AdvisorOne, “More Americans Aging Into Poverty”

The Tennessean, “High deductibles, unexpected hospital bills produce sticker shock”

Kaiser Health News, “Report: Employer-Based Health Insurance Shows Decline”

LifeHealthPro, “EBRI: Health Benefits Picture Changes”

ThinkProgress, “Fewer Workers Receiving Insurance Through Their Employer”

May 23, 2012

Wall Street Journal, “Employment-Based Health Coverage Is Waning”

Kansas City Star, “Percentage of health coverage at work is declining, study says”

MoneyNews.com, “Study: Older Americans Are Quickly Getting Poorer”

Reverse Mortgage Daily, “EBRI: Poverty Rising Among Retirees As Bad Economy Depletes Assets”

May 22, 2012

U.S. News & World Report, “Poverty Increasing Among Retirees”

Wall Street Journal, “Poor Old Americans”

May 21, 2012

Philadelphia Inquirer, “Retired couples may need $240000 for health care”

Pensions & Investments, “EBRI savings education director to leave”

May 17, 2012

Standard-Examiner: “Recession Drained Savings”

Capital Times“Plain Talk: Tinkering with state retirement courts disaster” 

May 16, 2012

Forbes, “How to Overcome the ‘5 Forces Conspiring Against Your Savings’”

CNBC.com:  “Exclusive: Over 55 and jobless, Americans face tough hunt”

May 15, 2012

Registered Rep, “Five Ways to Change Your Clients’ Retirement Math”

May 14, 2012

New York Post, “50% have no health coverage: study”

USA TODAY, “Recession added debt, drained families’ savings”

May 11, 2012

AdvisorOne, “EBRI’s Salisbury on Auto-IRA Plans: Nobody Likes a Mandate”

May 10, 2012

The New York Times, “Making Sure Money’s Still There When It’s Needed”

Washington Examiner, “Retired couples may need $240000 for health care”

Pensions & Investments, “EBRI’s Salisbury honored with public service award”

May 8, 2012

Above the Market, “Realistic Retirement Planning”

May 7, 2012

U.S. News & World Report, “5 Steps to Greater Retirement Self-Reliance”

The Advocate, “Political Horizons for May 6, 2012”

May 3, 2012

AllGov.com: “Old Age Is Increasingly a Gateway to Poverty”

Dallas Morning News: “Social Security trustees’ report should be a wake-up call”

LifeHealthPro, “A Healthy Way to Save for Retirement”

Forbes, “Could We See the End of the 401(k) as We Know It?”

May 1, 2012

AARP News, “Poverty More Likely As Adults Age”

Plan Sponsor: “Individuals in CDHPs More Educated”

April 30, 2012

Fox Business, “How my retirement went missing”

PBS NewsHour: “Top 10 Things to Know about High-Deductible Health Plans”

Fort Worth Star-Telegram: “Defined benefits are being re-imagined”

April 27, 2012

Philadelphia Inquirer: “Will Obamacare spell the end of employer health coverage?”

Plan Sponsor, “Rate of Poverty Among Seniors Increased”

Plan Sponsor, “Fewer Workers Have Access to Health Benefits”

Insurance News Net, “Those in Consumer-driven Health Plans More Educated, Healthier”

April 26, 2012

The Washington Post: “ISO an affordable backup to employer-based health coverage”

Milwaukee Journal Sentinel: “1 in 7 people over age 85 live in poverty, study finds”

April 25, 2012

LifeHealthPro, “EBRI: Part-Time Status Shuts More Out of Coverage”

The Hill, “Fewer employers offering health benefits, study says”

Washington Post, “Study: Fewer employers are offering health insurance”

April 23, 2012

The Wall Street Journal: “Congress Eyes 401(k)s Again”

New York Post, “Feds eye retirement-fund tax to cut $16 trillion-plus deficit”

CBS News, MoneyWatch, “Are your retirement goals divorced from reality?”

April 18, 2012

Plan Sponsor: “Experts Share Testimony at Ways and Means Hearing”

AdvisorOne, “Unintended Consequences Lurk in Retirement Overhaul”

Time: “The 7 Biggest Retirement Planning Mistakes”

April 17, 2012

Investing Answers: “Catch Up on Retirement Savings in 5 Simple Steps”

April 16, 2012

CBS News, “Why keep working?”

CNBC Poll: “Do You Plan to Work an Extra Year or Two Before Retiring?”

Registered Rep., “A Vexing Retirement Planning Problem? Predicting Health Care Costs”

CNN: “Without health care reform, 20-somethings out of luck”

April 12, 2012

LifeHealthPro, “HSA Providers Report Strong Account Growth”

April 11, 2012

Business Finance Magazine: “Target Date Funds Growing More Popular but Still Misunderstood” 

April 10, 2012

NASDAQ, “Retirements survey finds many tripping over financial hurdles”

Forbes, “Cold Hard Reality: You Must Save For Retirement”

Pittsburgh Tribune-Review, “Learn to get most from medical savings account”

April 9, 2012

CNNMoney, “Haggling for health care: Ways to lower your bills”

The New York Times, “In Target-Date Funds, a Hodgepodge of Styles”

April 5, 2012

CCH, “Retirement confidence remains at historically low levels, EBRI Says”

Business Insider, “There’s No Way This Many Boomers Are Retiring”

April 4, 2012

Minneapolis Star Tribune, “Why we don’t want to retire”

TIME, “6 Myths About Saving for Retirement”

April 2, 2012

Financial Advisor Magazine, “The Anatomy Of The Boomer Retirement Market”

The Desert Sun, “Not too late to get your retirement on track

DesMoinesRegister.com: “Higher insurance costs loom for employees who fail to meet health goals”

March 29, 2012

Central Valley Business Times, “More part-time workers lack health coverage”

March 28, 2012

Chicago Tribune, “Building retirement confidence”

The Ledger, “Seniors Finding Way Back Into Work Force”

March 27, 2012

Bloomberg: “Wise Ways to Spend a Tax Refund”

U.S. News & World Report, “Why Americans are Delaying Retirement”

March 22, 2012

Philadelphia Inquirer,Philly Inc: Not many are confident about their retirement savings

 March 21, 2012

Plan Adviser,  “Changing Tax Treatment of 401(k)s Will Reduce Accounts”

CBS News, “What happens when you retire with little savings?”

Pensions & Investments, “EBRI survey points to a crisis of confidence on retirement”

March 20, 2012

CBS News (MoneyWatch), “4 moves to make you confident of your retirement”

Lake Stevens Journal, “State Workers’ Pensions Central in WA Budget Battle”

March 19, 2012

Benefitspro.com, “EBRI: Just One in Seven Workers Evince Confidence about Retirement Nest Egg”

Pensions & Investments, “EBRI survey points to a crisis of confidence on retirement”

STLtoday.com, “The retirement crisis: Even when we need to work longer, many of us can’t”

Christian Science Monitor, “Retirement planning: Stocks rebound, not confidence

March 16, 2012

Forbes, “Why Retirement is Keeping You Awake at Night”

Insurance News Net, “Report: Health-care law increased insurance coverage of 19- to 25-year-olds”

Reverse Mortgage Daily, “American Retirement Confidence Takes a Hit on Jobs Fear”

businessinsurance.com, “Dreams of comfortable retirement ebb among Americans: EBRI”

producersweb.com, “Retirement confidence, savings remain low: EBRI”

ebn.com, “Workers uneasy about retirement, but delaying saving due to economy”

March 15, 2012

Legal Broadcast Network (via YouTube):  “Annuity News Now” [Host Scott Drake interview with EBRI Research Director Jack VanDerhei discussing findings from EBRI’s 2012 Retirement Confidence Survey]

March 14, 2012

March 13, 2012

Bloomberg, “Majority of American Workers Have Less Than $25000 in Savings” 
Pensions & Investments, “Dreams of comfortable retirement ebb among Americans, says EBRI
MarketWatch, “2012 Retirement Confidence Survey: Job Insecurity, Debt Keep Retirment Confidence at Historic Lows
U.S. News & World Report, “6 Ways Spending Changes in Retirement
Fox Business, “How to Tell if Your 401(k) Plan is Great or Lousy

March 8, 2012

Employee Benefit News, “Do buyers view LTC coverage as a license to spend?”

Princeton Daily Clarion, “Annual savings survey reveals continuing decline in family finances”

Reuters, “REFILE-YOUR MONEY: How low must retirement withdrawals go?”

March 7, 2012

LifeHealthPro, “EBRI: LTCI Boosts Overall Retiree Spending”

TheReporter.com, “Social Security myths”

March 6, 2012

Reverse Mortgage Daily, “Healthcare Costs Skyrocket, but Housing Still No. 1 Expense”

March 1, 2012

Chicago Tribune, “What’s your retirement number?”

Senior Housing News, “Report: Going Without LTC Insurance a “Potentially Catastrophic” Risk”

Feb. 28, 2012

The Tennessean, “Workers fear more cuts in retirement benefits”

Feb. 27, 2011

AARP News, “The Takeaway: How Much Does Retirement Really Cost?”

Feb. 24, 2012

Reuters: “How much does retirement really cost?”

MoneyRates.com: “Retirement savings: how do yours measure up?”

Feb. 23, 2012

MSN Money, “Your single dumbest 401k move”

U.S. News & World Report, “Longevity Is for the Young, Too”

Managed Care Magazine: “Consumer Directed Coverage Makes Market Inroads”

Bloomberg BusinessWeek: “Most Affluent Would Raise Social Security Age, BofA Survey Finds”

Feb. 22, 2012

Bradenton Herald, “Careful planning needed to meet retirement health care needs”

Feb. 21, 2012

msnbc.com, “Tough times keep older workers from retiring”

Aging Workforce News: “EBRI Report on Labor Participation Rates”

Employee Benefits News, “EBRI shows HSA benefits aren t picking up as expected.”

Danbury News Times: “Employers have an option with HDHP coverage”

Feb. 20, 2012

New York Post, “Retire funds for dummies”

Feb. 19, 2012

Arizona Republic, “Tax policy, retirement saving are intertwined”

Feb. 18, 2012

LifeHealthPro, “EBRI Report: 4 in 10 Boomers Ages 55 and Older are Working”

Financial Advisor Magazine, “Older Americans Continue Working In Record Numbers”

Fort Worth Star Telegram, “Figuring out retirement saving and spending”

Ct Post, “Employers have an option with HDHP coverage”

Feb. 17, 2012

Forbes, “Older Workers Staying On The Job”

San Francisco Chronicle, “Biggest Expenses For Retirees”

Kansas City Star, “Older workers continue to pull down jobs”

Employee Benefit News: “Employer contributions to health accounts fall as individual contributions rise”

Investment News: “Biggest expense for Americans over 50? Not health care”

Feb. 16, 2012

U.S. News & World Report, “How Spending Priorities Change as We Age”

Workforce Management, “Biggest Expense for Americans Over 50? Not Health Care”

Plan Sponsor: “Account-Based Health Plans See Continued Growth in 2011”

Feb. 15, 2012

msnbc.com, “Retirees tighten the belt, but still struggle”

AdvisorOne, “Housing, Health Costs Top Expenses for Older Americans”

Smartmoney.com, “The Dumbest Investment Move”

San Francisco Chronicle, “How Retirement Attitudes Of Baby-Boomers And Gen-Xers Differ”

Workforce Management, “Getting Minorities to Buy In on Retirement”

Feb. 14, 2012

Fox Business: “Income in Retirement: Aim for Your Target”

Feb. 10, 2012

The Huffington Post: “Generation Y Doesn’t Trust the Stock Market, But Is Heavily Invested in Stocks”

Business Insider, “Gen X Women Are Closing The Gender Investing Gap”

Feb. 8, 2012

MutualFundWire.com, “Stocks Make Gen Y Say ‘Never, Never'”

The Chicago Reporter, “Latinos Fall Through Insurance Safety Net”

The Wall Street Journal, “Saving up for Medicare”

Feb. 7, 2012

The Wall Street Journal: “Gen Y: The Kids Are All Right”

Business Insider: “Build a Nest Egg That’ll Last Until Your 100th Birthday”

Feb. 6, 2012

New York Post, Medical malpractice

Feb. 3, 2012

U.S. News & World Report, “Why Target-Date Funds Make Sense for Younger Investors”

Feb. 2, 2012

LifeHealthPro, “Health Accounts Continue to Grow in Numbers, Assets”

Jan. 30, 2012

AdvisorOne: “401(k)s to Overtake Pensions as Primary Retirement Vehicle in 2012: State Street”

AdvisorOne: “Outlook 2012: Retirement — Boomer Surveys Tell Us They’re Happy (Even If Broke)”

Jan. 25, 2012

U.S. News & World Report: “Senior Finances and the Great Entitlements Debate”

Kaiser Health News: “Health Plans Launch Own Exchanges Ahead of Public Versions”

Jan. 24, 2012

U.S. News & World Report: “How to Save Enough for Retirement”

SmartMoney.com: “Lessons for Retirees from Kodak’s Bankruptcy”

Jan. 23, 2012

New York Post, “It’s a life’s work”

Forbes, “10 Sex Tips for Better Looking Health Insurance”

Jan. 20, 2012

Washington Post, “Health Law is Working”

Business Finance Magazine: “January HR Roundup: From 401(k) Plans to Health Care Coverage”

Jan. 19, 2012

Bloomberg:  “Congress’s Six-Figure Benefits Add to $674 Billion U.S. Pension Shortfall”

MSN Money, “Secrets of the 401k millionaires”

Jan. 18, 2012

AdvisorOne, “Americans Raiding Savings, Retirement Accounts”

Washington Post, “Report: Young adults making gains under health-care law”

Financial Advisor Magazine, “Older Americans Cutting Health Care To Save Money”

Bloomberg: “Look at Jobs Before Leaping on Older Retirement: Peter Orszag”

Jan. 17, 2012

LifeHealthPro:  “EBRI: Health Account Enrollment Jumps”

Jan. 16, 2012

About.com: “Older Americans Risking Health to Save Money”

CNBC.com Insight: “Recovery at risk as Americans raid savings”

Jan. 15, 2012

Wall Street Journal: “Secrets of the 401(k) Millionaires”

Jan. 13, 2012

Insurance News: “New Health Law Increased Insurance Coverage of Adult Children”

CCH: “Surveys Find Weak Economic Outlook Leads Workers To Delay Retirement”

Human Resource Executive Online: “One in Five Older Americans Are Cutting Back

National Journal: “Republican Candidates Get Lucky on Health Insurance”

LifeHealthPro: “EBRI: Health Account Enrollment Jumps”

Jan. 12, 2012

Smartmoney.com: “For Some Target Funds, History Repeats”

InvestmentNews: “Boomers roll the dice, skip meds to make ends meet”

Seeking Alpha: “Good News And A Caveat For Young Retirement Investors”

Jan. 11, 2012

LifeHealthPro: “EBRI: PPACA Helped Young Adults”

Jan. 10, 2012

SmartMoney.com: “Secrets of the 401(k) Millionaires”

Jan. 9, 2012

Wall Street Journal, “How to Make Your 401(k) Plan Work Harder”

Ft. Lauderdale Sun-Sentinal, “Florida has lowest rate of workers saving in a employer retirement plan”

Jan. 6, 2012

Chattanooga Times Free Press: “Personal Finance: Take full advantage of retirement savings options”

American Medical News: “More consumers choosing high-deductible plans” and “Health reform after 2014: Not so universal coverage”

Jan. 4, 2012

Bloomberg BusinessWeek: “Professional Women and a Secure Retirement”

StaffingTalk.com: “ObamaCare and the Changes in Employee Health Insurance”

Jan. 3, 2012

Kansas City Star: “2011 showed small but steady changes in employee health insurance plans”

Jan. 2, 2012

AdvisorOne, “Top 10 Worst States for Workers in Retirement Plans”

American Medical News, “More consumers choosing high-deductible plans”

Dec. 30, 2011

FedSmith.com, “Study: Older Americans Expect to Work Longer; Many Expect to Never to Retire”

Dec. 28, 2011

Chicago Tribune, “Before shredding the safety net, consider the state of older Americans

Patch.com, “Frugal Family: New Year, New Savings Strategy”

Dec. 27, 2011

Reuters, “Retirement pros have questions for candidates”

Dec. 22, 2012

AdvisorOne, “Expected Retirement Age Increases, But Percentage of ‘Never Planning to Retire’ Falling”

Dec. 21, 2012

401khelpcenter.com – EBRI Releases Latest 401k Plan Asset Allocation Study: 401k Investors Pursue Greater Balance After Bear Markets.

Bloomberg, “Younger Investors Aren’t Shy About Putting Stocks Into 401(k)ks”

Financial Advisor Magazine, ‘401(k) Portfolios Becoming More Balanced’

Insurance News Net, “Build a Retirement Income Fortress for Your Clients”

Dec. 16, 2011

Statesman Journal, “Americans expect to retire older and “never”

Dec. 14, 2011

Kaiser Health News, “High-Deductible Health Plans On The Rise”
Business Insider, “Say NO To Retiring At 80: Maximizing Company Benefits”

Dec. 13, 2011

LifeHealthPro, “EBRI Finds 9% of Health Plan Members in High-Deductible Heck”

The Fiscal Times: “Consumer Alert: “High Health Deductibles Coming”

Dec. 8, 2011

LifeHealthPro: “EBRI Survey: Number of Americans who Plan to Work to Age 70 on the rise”

Consumer Affairs, “Older Workers Giving Up on Retirement”

Tuesday, Nov. 15, 2011

Some recent news coverage of EBRI research:

Tax Reform Implications for Retirement Savings:

Wall Street Journal, Don’t Mess With My 401(k)!

PlanSponsor: EBRI Finds Tax Reform Proposals Likely to Reduce 401(k) Balances

PlanAdviser: EBRI: Tax Reform Proposals Likely to Reduce 401(k) Balances

DesMoinesRegister.com, Mess with 401(k) tax deferrals, and people will save less

AdvisorOne, Tax Reform Effort Looks to Slice 401(k) Savings

Employee Benefits news,
Tax reform proposals likely to reduce 401(k) account balances

Business Insurance, Many 401(k) participants would be hit hard by proposed tax changes 

Other Coverage:

Daily Breeze: Financial Planning for Retirement (Retirement Confidence Survey)

Jackson Citizen Patriot, Percentage of workers with health insurance declined after the economic meltdown

City Journal, Is There a Retirement Crisis?

Smartmoney.com, 10 Things Baby Boomers Won’t Say

Business Insider, How Much Should You Put In Your 401(k)?

Insurance News Net, Too Young To Think About Retirement? Think Again! [Black Enterprise]

NorthJersey.com,Health savings likely small

Tuesday, Oct. 4, 2011

Human Resource Executive Online“Redefining Defined Contributions”

Forbes“Triple Threats to Retirement”

Thursday, Sept. 29, 2011

NPR, Saving For Retirement: How Much Do You Need?

PlanSponsor, Employment-Based Health Coverage Continues to Decline

Friday, Sept. 23, 2011

Financial Planning, “Investors Stick With Target Date Funds Despite Market Turmoil”   

USA Today, “How state lawmakers pump up pensions in ways you can’t”

Thursday, Sept. 22, 2011

Business Finance, “Changes Coming to Retirement Plan Tax Treatment?

Daily Finance, “The Next Big Threat to Your 401(k): A Tax Break Shake Up”

Minneapolis Star-Tribune, “Wieffering: In health insurance, choice doesn’t come free”

Wednesday, Sept. 14, 2011

Reuters, “401(k) break at risk as policymakers mull retirement shift”

 (Sept. 13) NPR, “Perry’s Social Security Take: Boon For Rivals, Bane For Party”

 (Sept. 13) Kaiser Health News, “Rate Of Uninsured Stays Flat In 2010, Census Reports”  

(Sept. 10), InsuranceNewsNet.com, “How to Protect Aging Clients’ Finances” 

(Sept. 8), Investor’s Business Daily, “Young 401(k) Members Home In On Target-Date Funds”

Thursday, Sept. 8, 2011

CBS MarketWatch, “Will you need 135% of your salary in retirement? Figuring out your income-replacement rate is no easy task”

Monday, Aug. 22, 2011

(Aug. 28, 2011) Shreveport Times, “Study says retirement confidence down, but don’t panic”

(Aug. 26, 2011) Post Crescent, “Some Wisconsin health plans exempted from new coverage rules”

Monday, Aug. 22, 2011

(8/21/2011) Retirement Planning, “Putting Off Retirement Coupled With 401(k) Equals Success”

(8/18/2011) SecondAct, “Older People Struggle with Financial Decision-making”

(8/17/2011) SecondAct, “5 Need-to-Know Trends in Today’s Job Market”

Friday, Aug. 12, 2011

Chicago Tribune, “Tracking the steady annuity”

(8/11/11) Registered Rep., “Why Working in Retirement Can Pay Dividends for Your Clients – If They Can Pull It Off”

(8/11/11), The Hill’s Congress Blog: “Department of labor fiduciary rule: Major unintended consequences”

(8/10/11) CCH, “Capping tax-preferred 401(k) contributions would hurt both high and low income employees, EBRI says”

Tuesday, Aug. 9, 2011

Motley Fool, “America’s IRAs Are Crawling in the Slow Lane”

Daily Finance (AOL), Laura Rowley, “How to Plan for Retirement Amid Stock-Market Mayhem”

Pittsburgh Tribune-Review:  “Stockholders at Loss Over Steepest Drop Since 2008”

Monday, Aug. 8, 2011

SmartMoney:  “The 2011 Correction: Another Bad Turn for Boomers”

Center for American Progress:  “Top 10 Reasons Middle-Class Retirement Is at Risk”

Pensions&Investments, http://www.pionline.com/article/20110802/REG/110809956 (Aug. 2)

Monday, July 18, 2011

Americans keep delaying retirement (Atlanta Journal Constitution blog)

Job 2.0: Dreams, financial need put seniors back in the hunt for jobs  (Bellingham Herald)

Investment and Economic Commentary Second Quarter 2011 (Fund Mastery.com)

Union workers’ health insurance better protected from recession (Community Statesman Journal)

Retirement Is Not A Guess | Best Atlanta Wealth Management (Best Atlanta Wealth Management)

Can you afford your retirement? (Daily Herald)

Retiring: What’s the plan? (Hattiesburg American)

Good Graph Friday: More benefits for union members (msnbc.com)

Investigate Before You Invest | Tavis Smiley | PBS

Thursday, July 14, 2011

Private exchanges offer alternative (Politico)

Report sounds alarm bell over Americans’ retirement plan (The Christian Science Monitor)

Saving for retirement not what it used to be: Follow these steps for smoother financial transition (New York Daily News)

Retirement: It’s Not All a Crapshoot (Smartmoney.com)

EBRI Cap on taxpreferred 401ks would clip large and small earners … (Investment News)

Fox Business – Latest News – DC Wants Your 401(k) Money (Fox Business)

Tuesday, July 12, 2011

401khelpcenter.com – Analysis: Capping Tax-Preferred 401k (401 (k) Help Center.com)

Health Reform Talk: Eliminating tax benefits for employer-provided (Healthcare-Legislation Blog Spot)

Time to re-examine your retirement plans? (Emporia Gazette)

PLANSPONSOR Perspectives: “Starting” Points (Plan Sponsor)

Friday, July 8, 2011

2014: The Year the Pie Changes? (National Underwriter Life and Health Insurance News)

Health Exchange Rule – What’s Vital To Success? (Kaiser Health News)

Corporate fitness programs survive hard times (Washington Post)

The Retirement Savings Crapshoot: 5 Ways to Improve Your Odds (Huffington Post Blog)

GAO Report Puts Annuities on Center Stage (Insurance News Net (press release)

Planning on retiring someday? How does 80 sound? (WWL First News)

Delaying retirement might not improve your financial prospects (Washington Post, Philly.com, HeraldNet)

How cleaning your bathroom can cost you $47000 (Fox Business)

US retirement assets hit $18 trillion again: ICI (Retirement Income Journal)

Eighty Is the New 65  (San Diego Reader)

Market Wrap-Up for July 6 (WLT, WFC, BAC, MMM, COST, JPM, more) (Dividend.com)

Work-based health plans caught in deficit debate (Kansas City Star)

Thursday, June 30, 2011

Young investors being too conservative? (Boston Globe)

EBRI research looks at how IRA owners invest their assets 063011 (CCH.com)

Retirement savings can be more secure with a few tips: Delay retirement, avoid (New York Daily News)

The Insurance Industry’s Scheme to Circumvent Reform and Make You (OpEdNews)

Tuesday, June 28, 2011

Working at 80: Putting off retirement past 65, once optional, now (Palm Beach Post)

4 Ways for Parents to Help New Grads (Smartmoney.com)

Aging Workforce News: EBRI: Delayed Retirement May Not Be Enough (Aging Workforce News)

How cleaning your bathroom can cost you $47000 (MoneyRates.com)

ProducersWeb – EBRI researcher analyzes annuity price change effects (Senior Market Professional)

Statistics and Probability Answers | Hypothesis test, According to (Cramster.com)

Friday, 6/24/11

Stern Advice: Early retiree health care mess may improve (Reuters)

PRI • Pacific Research Institute • Will Employer-Sponsored Health  (Pacific Research Institute)

PLANSPONSOR.com – EBRI Finds Economy Health Coverage Link (Plan Sponsor)

IRA investment mix varies by age, but not gender  (Minneapolis Star Tribune Blog)

Report: Economy Drives Insurance Coverage (National Journal)

Market Wrap-Up for June 23 (BMY, XOM, CVX, PAYX, TWC, more) (Dividend.com Blog)

Monday, 6/20/11

Will Employer-Sponsored Health Insurance Survive ObamaCare? (Forbes Blog)

How Much Are We Really Saving in Our 401(k)s? (Smartmoney.com Blog)

Shape Your Financial Future With Allianz Life Marketwire (press release)

Pension detectives pin down retirement benefits (Post Gazette)

No going back: Employers’ cuts hit workers’ spirit  (Arizona Republic)

EBRI Sheds First Light on Asset Allocation by IRA Owners | Advisor One (Advisor One)

Friday, 6/17/11

Will Congress slash your 401(k) tax break? (Reuters Blogs)

Study Says You Might Need to Work into your 80s…But Where? (Forbes Blog)

Will an Older Work Force Increase Costs?  (Business Finance Magazine)

ANALYSIS: Employer-based health care system is crumbling fast, may not survive (iWatch News)

Retirement Security Disappears? | Orange Juice (Blog)

Dying in the Harness | Retirement Reform Policy | NCPA.org (NCPA.org)

Enrollment Up in High-Deductible Health Plans (MedPage Today)

Tuesday, 6/14/11

Room for Debate: A Running Commentary on the News (New York Times)

Study: Just Working Longer Not Enough To Cover Retirement Expenses (Consumer Affairs)

Employers Spruce Up Benefits to Keep Older Workers, BofA Says (Bloomberg)

Americans at risk for retirement (MarketWatch)

Bummer: Most of us won’t be able to retire until our 80s (TG Daily)

10 Things You Should Know About Your IRA – Yahoo! News (U.S. News & World Report, YahooNews)

Here’s how to avoid sabotaging your 401(k) plan  (USA Today)

IMHO Chances Are (PLANADVISER.com)

EBRI Study Retiring at 65 outofreach for many Americans 80+ more (Huliq)

Monday, 6/13/11

Saving the Future for a Longer Life (Heritage.org Blog)

Retirement planning requires financial assumptions (The Republic)

Low-Income Americans Will Need To Work Into Eighties To Survive (News One, Huffington Post)

everythinguneedtoknowoninsurance: money no enough? (Blog)

Retirement account tips: Taking the worry out of your future finances (Alexandria Echo Press)


Have 401(k) plans succeeded? (Shreveport Times)

Most American’s won’t be able to retire until their 80’s | Video (Blog)

Articles – Employee Benefit Adviser (Benefit News)

NewsDash – June 8, 2011 (Plan Sponsor)

Why Working Longer Won’t Close Retirement Shortfalls – Yahoo! News (Yahoo.com)

Friday, 6/10/11

Why Working Longer Won’t Close Retirement Shortfalls (U.S. News & World Report)

Delaying Retirement Doesn’t Guarantee Success (U.S. News & World Report)

Edward Jones aims to add to East Tennessee presence (Knoxville News Sentinel)

Markets lift US corporate plans in 1st quarter (Pensions & Investments)

Many will have to work into their 80s (MarketWatch)

Some employers reboot health insurance plans modeled after 401(k) (Minnesota Public Radio)

The Deficit And Your Retirement (Forbes)

Study Shows Employees Will Need to Work into Their 70s or 80s (Go Banking Rates)

Wednesday, 6/8/11

Many May Need To Work ‘Far Beyond’ 65, Says Study (Financial Advisor Magazine)

Contributing to 401k past 65 key to secure retirement EBRI finds (Pensions & Investments)

Postponing retirement past 65 still no guarantee of affordability (National Post Blog)

PLANADVISER.com – Delaying Retirement no Guarantee of Affording (Plan Adviser)

New study: Many will have to work into their 70s and 80s to afford (Atlanta Journal Constitution)

You Can Work Till You’re 80 and Still Run Short – Regulatory (Life and Health Insurance News)

Monday, 6/6/11

Life Inc.: Where the health insurance is (msnbc.com)

Bob Powell, Editor at Retirement Weekly, discusses Medicare a bit more (WRKO.com)

Why an income plan is essential for a baby boomer’s retirement success (Scranton Times-Tribune)

Rising Health Care Costs Call For Delayed retirements | Finance (Finance Blog)

The Aging Population: A Growth Market Worth Examining (Seeking Alpha)

Research on Brookdale Senior Living Inc. and Sunrise Senior Living Inc (Marketwire)

Thursday, 6/2/11

Research on Brookdale Senior Living Inc. and Sunrise Senior Living Inc Marketwire (press release)

Discouraging Retirement Savings Is No Way to Reduce the Federal Deficit  (Heritage.org Blog)

PLANSPONSOR.com – Income Differences for CDHP and nonCDHP (Plan Sponsor)

PLANADVISER.com – Most IRA Assets in Equities (Plan Adviser)

Rising Health Care Costs Call For Delayed Retirements – buy (Pub Articles.com)

Tuesday, 5/31/11

Experts Dispute GAO Study That 401(k)s Only Benefit the Wealthy (Advisor One)

Funding of corporate pensions up to 84 percent | Philadelphia Inquirer | 2011 (Philadelphia Inquirer)

Measuring the worth of preventive health initiatives (Kansas City Star)

A Look at How IRA Owners Invest – The Best Life (usnews.com) (US News)

Pension detectives help pin down retirement benefits (ScrippsNews)

CEOs retire young, not workers: CEOs can still retire younger, not (Orlando Sentinel)

CDHP Enrollees More Educated, Healthier, and Higher-Income Than ( CDHC Solutions Mag)

In Your 40s? Time to Assess Your Retirement Savings – delcotimes.com (Delcotimes.com)

5/26/2011 – The Morning Consult (The Morning Consult)

Thursday, 5/26/11

MendozaLine: The EBRI estimated in its 2010 Retirement Confidence (Huffington Post)

Pros and Cons of the Healthcare Reform Law (Registered Rep)

New study from the Employee Benefit Research Institute shows how (Blog Smart Money)

Retirement concerns plague baby boomers (UPI)

Deer in the Headlights: IRA Asset Allocations, 2008 – Distribution (National Underwriter)

Monday, 5/23/11

How to Cope With a Forced Retirement  (U.S. News & World Report)

Health Care Costs; EBRI & Fidelity reality check (HealthView Financial web site)

Federal Workers Late to Feel Pension Pinch (Washington Post and Fiscal Times)

Report: Employers to see 2012 medical costs jump | BenefitsPro (Benefits Pro)

5 percent pay cut on the table: How increasing your retirement (Federal Times)

Ensuring retirement income: Immediate vs. longevity annuities (Benefits Pro)

Retirees face squeeze on health care costs – JSOnline.mobi (Journal Sentinel)

PCMA Blogs » Blog Archive » Baby Boomers Look Toward Retirement (PCMA Blog)

Retirement Education: The More the Better  (Insurance News Net (press release)

Friday, 5/20/11

New study from the Employee Benefit Research Institute examines (Smart Money)

Retirement Savings Ideas: Annuities; Auto-Enrollment; 401(k) Plan Loans (National Underwriter Life and Health Insurance News)

Lessons Learned: Transparency key to health care savings (Nashville Business Journal)

Fix your money mistakes: Not enough risk (CNNMoney)

EBRI survey – Precious Metals IRA (Web site)

Thursday, 5/19/11

Get ready for Social Security, Medicare meltdowns (MarketWatch)

Senate Bill Would Limit Using 401(k)s as Rainy-Day Funds (Bloomberg)

Retiree Plans Brace for Change (Human Resource Executive Online)

EBRI Forum Promote Retirement Preparation Adjust Benefits (SHRM)

Older Workers Exercising Plans to Delay Retirement | workforce.com (Workforce Management)

Public Sector News | All posts tagged ‘HRA’ (web site)

Experts tackle questions about retirement (BP News)

EBRI Analyzes Retirement Income Adequacy of Annuities (Plan Adviser)

Monday, 5/16/11

For Gen X, vanishing pensions and flattened wages | Philadelphia (Philadelphia Inquirer)

Should Americans Expect Social Security To Pay For Their Retirement (Daily News Pulse)

401(k) balances at record level: Survey (InvestmentNews)

Nicklaus: Company stock isn’t best bet for employees’ retirement (STLtoday.com)

Roll IRA (Blog)

The big retirement disconnect (fwdailynews.com)

A strategy with better odds than a lottery ticket | Philadelphia (Philadelphia Inquirer)

Monday, 5/9/11

Defined contribution plan « quinnscommentary (Blog)

Life Inc.: Gen X is scared of stocks (msnbc.com)

Column: Lifetime income: A great gift for Mother’s Day (Wausau Daily Herald)

Friday, 5/6/11

Find $182,000 Before You Retire (From Cong. George Miller’s Web site California and Yuba Net)

Public vs. Private Pension Study: The Gap Widens (PublicCEO.com)

How to Cope With Higher Medicare Premiums and Rising Health Costs  (SecondAct)

US Credit Growth: Is Anemic Lending an Early Sign of a Double-Dip (Money Morning)

Fewer workers covered by employer-provided health care (Kansas City Star)

Employer-Provided Health Insurance and the Recession (National Center for Policy Analysis)

Monday, 5/2/11

EBRI study shows slight increase in HSA HRA balances Articles (Benefits News)

Choosing Wisely (Human Resource Executive Online)

Health care costs claim bigger part of nest egg  (InvestmentNews)

Recession Leads to Record Drop in Workplace Health Coverage EBRI (Plan Sponsor)

Job-based coverage slid during recession: report (ModernHealthcare.com) Registration needed.

Public-sector workers: Get ready for changes (MarketWatch)

Wednesday, 4/27/11

Is Your Retirement a Moving Target?  (Vinton Today)

Access to DC plans key factor for retirement security: Study  (Canadian HR Reporter)

10 Retirement Issues That Are Here to Stay  (U.S. News & World Report  Blog)

Middle Class Americans’ Financial Confidence Erodes In March  (Financial-Planning.com)

 Monday, 4/25/11

Lifetime Income: A Great Mother’s Day Gift (KTAL)

Scores of elected officials receive free health care on taxpayers’ dime (San Jose Mercury News)

Young adults face future of self-reliance (Arizona Republic)

Prescription Costs Are Ridiculous: Time To Take Back Control (Daily News Pulse)

Friday, 4/22/11

Medicare Won’t Cover All Drug Costs (Smartmoney.com)

The 4 Biggest Retirement Planning Mistakes (CBS MoneyWatch.com (blog)

President Obama Announces More Key Administration Posts (Whitehouse.gov press release)

20% of Workers Expect to Retire Later Than Planned (Reverse Mortgage Daily)

401khelpcenter.com – Study: DC Plans Are a Key Factor in Income (401 (k) Helpcenter)

How Your Tax Refund is Making You Poorer (Forbes)

Happy People Save More Money for Retirement (U.S. News & World Report  Blog)

Survey Says: Retirement Confidence? (Financial Planning Web site)

Monday, 4/18/11

Grocer wasn’t the retiring type — but his hand was forced at 82 (Sacramento Bee)

Care-giving boomers finding they need care themselves (Kansas City Star)

Office on aging: Older workers remain vital (The Coloradoan)

Employees Benefit Research Institute | Alter NOW (Web site)

Thursday, 4/14/11

The Rising Price of Retirement (BusinessWeek)

How to build a strong retirement savings (PhillyBurbs.com)

A low-cost IRA is better for teachers than a 403(b) (Dallas Morning News)

LPL’s Dwyer: Annuities Producers Seek Advisors’ Help to Meet … (AdvisorOne)

Employers Said to Be Putting Less Into Workers’ Accounts (Safety.BLR.com)

Tuesday, 4/12/11

5 Reasons You Need a Long-Term Care Plan (U.S. News & World Report Blog)

DeMarrais: Boomers delay retirement (NorthJersey.com)

Defined-contribution plans: Over to you (The Economist)

Quarter of workers have no confidence in retiring (Chicago Sun-Times)

Protect Your Retirement Plan From Inflation Risk (SecondAct)

Nearly Half of All Workers Have Less Than $10K in Savings (Financial-Planning.com)

Wednesday, 4/6/11

Ryan gets props for bold plan, raps for one-sided focus (American Chronicle)

New Study Finds People Expect to Work Longer Before Retiring (Forbes Blog)

EBRI survey One out of five people delaying retirement | Money (LA Times Blog)

How to be a Better Golfer and Achieve Financial Independence (Investment U)

Financial Education Blog » Senate Resolution Recongnizes April as (Financial Education Blog)

Fed’s Low Interest Rates Crack Retirees’ Nest Eggs | Run Red Hot! (Blog)

Working until you’re ancient (MSNBC) | Seattle’s Big Blog (Blog)


KPLC 7 News, Lake Charles, LouisianaExperts: Recent economy (KPLC-TV)

Financial experts: Recent economy doesn’t have to ruin retirement (WCNC)

GOP spending plan would end Medicare, cut taxes (Plain Dealer)

Cushion Your Retirement by Investing in IRAs – Money Morning (Blog)

EBRI’s Retirement Confidence Survey reports deepening worker (Blog)

Indicators Up, But Retirement Confidence Down: EBRI (MMExecutive, Financial-Planning.com)

Fed’s Low Interest-Rate Strategy Wiping Out Retirement Savings (Moneynews)

Monday, 4/4/11

Fed’s Low Interest Rates Crack Retirees’ Nest Eggs (Wall Street Journal)

Some retirement money myths debunked, including what to know about Medicare … (msnbc.com)

Program which helps employers pay medical bills for retirees too young for (Tampabay.com)

Fidelity: Couples Need $230000 for Retirement Health Costs (U.S. News & World Report Blog)

Personal Finance: Retire poor? Don’t think about it | Philadelphia …

Nicklaus: After hard lessons, workers learning to manage 401(k)s

EBRI, CDHP, HSA, ExperienceLab, Roger Travis, Employee Benefit … (isn- inc.com)

Popular plans present dilemma

Get the Facts: The EBRI Studies | Articles | LifeEncore

Can’t save for retirement? We have your excuses covered (Chicago Tribune)

Employer Contributions to Account-Based Health Plans Declined

EBRI: Proposals for plan contribution changes have uninteded …
(Benefits Pro)

Wednesday, 3/30/11

Twitter / John Waggoner: EBRI: 74% say they will wo …
The Savings Game: Never too early to plan for retirement (Arizona Daily Star)
Innovest Portfolio Solutions LLC – Blog – EBRI – Retirement (Blog)
About this project (AZ Central web site)
Mattress Investing Revisited (National Center for Policy Analysis)
Employers contributions fall off in health accounts – Articles (Benefit News)
American Workers Give Up Retirement Plans(Fort Liberty Web site)AdvisorFYI » Blog Archive » A Very Low Confidence Level for Retirees(Blog)Most Americans Have Little To Know Retirement Savings ( Charles Winget Blog)

Monday, 3/28/11

Take Social Security now or later? Answer not so simple (Reuters Blogs Blog)

New site lets employers put health care out to bid (The Associated Press – Washington Times, Hartford Business Journal, Business Week, Forbes, Cleveland.com, Chron.com, Boston Herald, CBSNews.com)

Serious Medicine Strategy: Improving Alzheimer’s Treatment: The (Blog)

Nine reasons to be optimistic about retirement (MarketWatch)

Street Prophets: Health Care ‘Reform’: Something’s Missing (Blog)

Low savings force many to put off retirement (Arizona Republic)

Friday, 3/25/11

Living Longer: The Good News and Bad (MarketWatch)

A time to save (Chicago Tribune)

EBRI: Fewer Workers Report Health Account Offers (National Underwriter Life and Health Insurance News)

Workers gloomy about prospects for having enough to retire well (Royal Gazette)

Mutual of Omaha Adds 401(k) Wholesalers (Retirement Income Journal subscription)

Three Investments to Consider for Your Retirement Portfolio (Money Morning)

Improve Your Retirement By Rewiring Your Brain (CBS MoneyWatch.com Blog)

EBRI: Fewer Workers Report Health Account Offers | insurance.gnom.es (Insurance.gnom.es)

Wednesday, 3/23/11

Retirement 101: How to Figure Out What You’ll Need (Wall Street Journal)

Goodbye to Healthcare Benefits? (Human Resource Executive Online)

Insurance Bans on Abortion Go for the Jugular (Huffington Post)

Most 401(k) investors who stayed the course have now recouped the losses, and more (Associated Press, Boston Globe, Houston Chronicle, Boise)

Has Your 401(k) Bounced Back? Compare With Others (ABC News)

Time is What Matters in the Market (Fox Business)

Americans Grow More Pessimistic about Retirement | Millionaire Corner (Millionaire Corner)

Consider variable annuities to boost retirement income (Savannah Morning News)

Many workers changing expectations about how they will retire (KTNV Las Vegas)

Market Wrap-Up for Mar.22 (WAG, CCL, AGNC, IVR, BK, FITB, more) (Dividend.com Blog)

Monday, 3/14/11

PLANSPONSOR Perspectives: “Conversation” Starters (Blog)

Jean Chatzky: What to keep in mind before changing jobs (Post-Bulletin Web site)

Americans’ Wealth Jumps 3.8 Percent — Thanks To The Stock Market (Huffington Post Web site)

City, county forced to adjust, rethink benefits packages to keep up with (My West Texas web site)

HSA engagement is a year-round commitment – Consumer-Driven Health (Web site)

Wednesday, 3/9/11

Stern Advice: Busting retirement myths (Reuters)

Retirement Tougher for Junior Boomers? (Fox Business Web site)

State leaders consider public pension reform (Middletown, Ohio Journal Web site)

Human Resource Executive Online – Comparing Healthcare Costs (HR Online Web site)

Comparing Healthcare Costs (Human Resource Executive Online Web site)

Involuntary Self-Employment on The Rise (GoozNew.com Web site)

Benefit Research Institute | Various Readings (Blog)

Monday, 3/7/11

5 Obstacles to Delaying Retirement (U.S. News & World Report Blog)

The 401(k) turns 30 (Baltimore Sun Blog)

Public employees may face shift to 401(k) plans (Milwaukee Journal Sentinel Web site)

Job-jumping: What to keep in mind before the leap (Daily Herald Web site)

The Liberal Order – Are Government Employee Pensions A Burden to (Blog)

Why Employee Pensions Aren’t Bankrupting States | Common Dreams (Blog)

Proper Retirement Planning at Any Age on Executive Insight (Web site)

Friday, 3/4/11

Radio Interview with Dallas Salisbury From Retirement Matters Radio with Bill Smith
 Answers to Retirement Questions (New York Times Web site)
Should You Take Social Security Early? (Smartmoney Web site)
Business Magazine | BABM | Insurance | Financial Strategies for (Web site)
Teacher pensions are hardly lavish (Elmira Star-Gazette Web site)
Millions ready to retire — but not financially(Houma Courier Web site)Consider variable annuities to boost retirement income(Rockport Pilot Web site)Health Plans Brace for HSA, HRA Headaches (HealthLeaders Media Web site)

Wednesday, 3/2/11

Why Defined-Benefit Plans Are Safer Investments for State Governments and Workers (Forbes Blog)

PLANSPONSOR.com – Increase Seen in Health Account Rollover Assets (Web site)

Consider variable annuities to boost retirement income (Web site)

Health Plans Brace for HSA, HRA Headaches (Web site)

5 Official U.S. Websites for Free Personal Finance and Tax Advice (Web site)

More Older Workers Staying in the Workforce, EBRI Reports | HAWAII (Web site)

Workforce | The Orrell Group (Web site)

Monday, 2/28/11

Lessons From the Private Sector – Room for Debate – NYTimes.com (New York Times web site)

We have a heritage of helping others (Las Vegas Sun web site)

Americans staying in workforce longer: study (Reuters Blogs)

Early retirement put Garland couple in financial jeopardy (Dallas Morning News) subscription needed.

Thursday, 2/24/11

More Older People Continue Working (Financial Advisor Magazine web site)

State Worker Backlash Spreads Across The Country (Kaiser Health News web site)

What to Do If You Haven’t Saved Enough for Retirement (CNBC web site)

Wisconsin Protests: Rise of the Left Wingnuts Across Indiana, Ohio (Blog)

Tuesday, 2/22/11

Five retirement planning mistakes to avoid (USA TODAY Web site)

The Tea Party is winning (Washington Post, San Francisco Sentinel Web site)

Retiring Boomers Find 401(k) Plans Fall Short (Wall Street Journal Web site)

Athens in Mad Town (Wall Street Journal Web site)

Older Worker Employment Reaches Record High (U.S News & World Report Web site)

Should You Buy Your Employer’s Stock? – SmartMoney.com (Smartmoney.com Web site)

Md. faces $16b hole for retiree health care | Hayley Peterson (Examiner Maryland Web site)

How Much Do Public Workers Earn? The Facts (NBC Connecticut Web site )

State Worker Backlash Spreads Across the Country (Fiscal Times Web site)

More Americans, Especially Women, Staying in the Workforce Longer (Financial Planning Web site)

Women, Young People Inclined to Seek Health Care Information (SHRM Web site)

FederalDaily.com > Capital-area lawmakers say proposed budget will (Federal Daily Web site)

The Campaign for Economic Security (Campaign for Economic Security Web site)

Union Bullies Shut Down Wisconsin Legislature in Effort to Block Fiscal Reform (NLPC Web site)

Obama Acted Stupidly In Picking Sides Against The Taxpayers (Blog)

Wisconsin Unions Show No Willingness to Share in Sacrifice (Blog)

Thursday, 2/17/11

Nightmare for Elderly May Not Be Unavoidable: Chris Farrell (Bloomberg Web site)

Aging Workforce News: EBRI Research Finds Participation Rates for
(Aging Workforce News Web site)

by Leila Morris, Feb. 16 Insurance Insider News | California
(California Broker Web site)

EBRI: Women, young people more likely to seek cost-effective
(Health Care Finance Web site)

Monday, 2/14/11

Susan Tompor: Meltdown recovery continues (Detroit Free Press Web site)

More seniors staying in work force – or returning to it (Northwest Herald.com Web site)

Savings Crisis For Some Early Boomers Forbes (Blog)

States may find targeting workers isnt easy KansasCitycom ( Associated Press Article in KansasCity.com Web site)

Employee Benefits As a Percentage of Salary | eHow.com (eHow.com Web site)

Health Insurance Premiums Increase 2011 – Health Insurance (Insurance Web site)

Early Retiree Reinsurance Program in Health Care Law by Puritan (Blog)

HealthLawProf Blog Paul FronstinEmployer and Employee Reactions to (Blog)

“New York State Pensions: Sound, secure and a savings for (Blog)

Common Man News: Of Pensions and Piggybanks: The Challenges of (Blog)

Thursday, 2/10/11

NEWS ANALYSIS: States may find targeting workers isn’t easy (Associated Press article —  cnbc.com, npr.org, fresnobee.com, Oakland press.com, the Daily Caller Blog)

Women Putting Less Away in HSAs (Financial Planning Web site.com)

CDHP, FSA, HSA, HRA? Unum offers a clear guide to the acronym soup of consumer (Web site)

Three-Legged Retirement Stool Wobbly for the Wealthy (Insurance News Net web site)

Monday, 2/7/11

Eliminate Insurance Paperwork—for a Price (Wall Street Journal Web site)

Online investing tools often sharp, don’t always quite cut it (OregonLive Web site)

Retirement readiness analysis suggested (NewsOK Web site)

Report: some employers will pass health reform costs to employees (Blog)

Capital Laser Announces Hairiest Back Contest (Blog)

The flip side of the pension crisis | Cafe Trinity (Blog)

Allstate Workplace Division AWD/AHL – ALL Blue Blog (Blog)

Friday, 2/4/11

Retirement savings goal is no magic number (AP article on msnbc.com Web site)
I Need How Much To Retire? 5 Things You Need to Know About Online (Forbes Web site)The flip side of the pension crisis (Fortune Web site)health insurance costs for 2011 include higher premiums and co (Blog)

Logicology: February 2011

the nameless uncarved blog: Of Pensions and Piggybanks: The
02/02/11 – The Chronicle (Blog)
Health Care Studies Provide Insight into Employer, Employee (Blog)

Tuesday, 2/1/11

How to Tweet Your Way to Retirement Goals (U.S. News & World Report Web site)

Take on tough retirement realities–and win (Bankrate.com Web site)

401(k) Advice— For a Hefty Fee (Wall Street Journal Web site)

Health savings account balances down slightly (American Medical News Web site)

Retro Pension (Financial Planning Web site)

Fort Lauderdale Police and Fire Pension Board Newsletter: AN (Blog)

Saving For Retirement « Start Saving Your Money (Blog)

Don’t get behind, start saving early (Blog)

Let’s scrap state-employee pension system (Web site)

Small changes lead to big rewards for retirement (Web site)

health insurance costs for 2011 include higher premiums and co (Blog)

Thursday, 1/27/11


EBRI Slump Hit Older Boomers Hard Distribution Life and Health (National Underwriter Web site)
Benefits of Workplace Comprehensive Financial Education (Web site) ING Financial Partners, Inc. (Web site)Making Up for Retirement Shortfalls (Hemscott Blog)How Baby Boomers Can Retire Despite A Downturned Economy(Seattle Medium Web site)More U.S. households at risk of missing retirement goals (Web site)
Top Dividend Stocks (Blog)

Monday, 1/24/11

PLANADVISER.com – Economic Downturn Derailed at least 4 of (Web site)

Households Unprepared for Retirement After Recession Up 4%-14% (Web site)

HRAs And HSA-Eligible Plans Cover 21 Million Individuals – 01/20/11 (Web site)

Explore Howard: For older, out-of-work residents, the future looks (Web site)

American Insanity:Follow Like Sheep | Gather (Blog)

Friday, 1/22/11

Popularity of Health Saving Accounts is Rising (Smart Money.com Web site)

WireTap Magazine – From the Wire – 5 Obvious (And Not So Obvious (Wire Tap Magazine Web site)

The recession strikes again: more people can’t afford retirement  (LA Times Web site)

How to Recover Retirement Account Losses (U.S. News & World Report Web site)


Thursday, 1/20/11

People are using health care act (Web site)

Rough Sailing for Baby Boomers « Richard Detrich’s Blog (Blog)

Average 401(k) Account Balances by Age Group (Blog)

Recession’s Impacts Linger on Younger Boomers (Blog)

Despite The New Health Law, Retired People Still Need A Large (Blog)

Ideas For Surgery.Com › Claim that health reform will cost jobs (Blog)

What Will Your Dividend Income Be When You Retire? | Dividends Value (Blog)

Tuesday, 1/18/11

Health-Law Cost $3.8 Billion in 2010 to Aid Biotechs, Retirees (BusinessWeek Web site)

How to make your money last during retirement (New York Daily News Web site)

401(k) plans regaining steam (Atlanta Journal Constitution Web site, ContraCostaTimes)

SEO and Link Building Company » Blog Archive » McClatchy makes (Blog)

VEA General Assembly Daily Reports: Retirement Legislation Part One (Blog)

Will anything be left after Boomers fade? (Blog)

Looking for Answers – American Community Health (Blog)

Friday, 1/14/11

The Health Care Blog: The Myth of Consumer-Directed Health Care (Blog)

The Blue Zone – Lessons for Living Longer from the People Who’ve (Blog)

Employee Benefits Trends, Employee Health Benefits For Small (Blog)

EBRI research shows growth in HSA, HRA use | Healthcare Finance News (Web site)

Forms of Employee Compensation | eHow.com (Web site)

Job Hopping is So 2006 – Intelligence – News & Reviews – Baseline.com (Web site)


Wednesday, 1/12/11

Health accounts boom (Chicago Sun-Times Web site)

The New Realities of Retirement (Blog)

BenefitsLink Health & Welfare Plans Newsletter for January 11, 2011
(Web site)

Encouraging Data on Retiree Dis-saving Rates

DocuBase Article: Findings From the 2010 EBRI/MGA Consumer
(Web site)

Foreclosure Sales Drop Substantially

401(k): What’s the new normal? | Get-Coupon-Codes.com

Baby Boomers Skyrocket Costs to $1 Trillion/Year by 2020

Money Matters – Key Retirement Birthdays: The Importance Of Age 50 (Web site)

Monday, 1/10/11

401(k)s have assisted millions of retirees (Cinn Enquirer Op Ed)

Public employee pensions draw new scrutiny (The Columbian Web site)

Retiree couple medical tab: $158000 – health and life insurance (MSN Web site)

2011 looking OK for 401(k)s (Denver Post Web site)

Increasing Consumption of Consumer Driven Health | Businessolver (Web site)

Insurance Despite The New Health Law, Retired People Still Need A (Web site)

Public employee pensions draw new scrutiny – Poten & Partners (Web site)

Affording retirement (Web site)

As Baby Boomers Turn 65, Services are Stretched Thin (Web site)

Health Savings Account: Growing, but Slowly – VisualEconomics.com (Blog)

4 ways to take control of financial future with 401(k) : Weight (Blog)

Baby Boomers Worried About Retirement (Blog)

HSAs Unlikely to Cover Health Costs in Retirement – Self Directed (Web site)

Friday, 1/7/11

For 2011 Saving Replaces Spending « Liveshots (Web site)

Davis & Company Consulting, LLC | Employers Slow to Resume 401(k (Web site)

The Indypendent » Baby Boomers Struggle As They Near Retirement (Web site)

Lack of savings, poor economy affecting baby boomer plans (Web site)

Thursday, 1/6/11

Top 3 reasons 2011 will be more costly for consumers (Web site)

Nelson: Repealing health care reform would be setback for economy (Web site)

Baby Boomer Generation Struggle As They Near Retirement (Blog)

Gen X: Rich with worries – Kansas City Generation X | Examiner.com (Web site)

Despite The New Health Law, Retired People Still Need A Large (Web site)

InsuranceNewsNet Magazine January 2011 (Web site)

Hazard to your health: Government policies on savings rates should (Money Rates.com)

Job tenure for U.S. workers rises slightly, now just over 5 years (Benefit News.com)

Tuesday, 1/4/11

Preparing for Changes in Healthcare: Choosing the Best Medicare(Blog)

Is 2011 The Beginning of the End for Medicare? (Blog)

Thought of the Day: “The Coming Retirement Crisis – Mater Atrium(Blog)

New Survey on Employers’ Reactions to Health Reform Post Mid-term(Blog)

Monday, 1/3/11

Baby boomers face deep retirement crisis (Associated Press article in Delewareonline.com, newsstar.com, ajc.com, yahoofinance.com)

White Castle workers hit 25-year mark with company … (Associated Press article – Zainesvilletimesrecorder.com)

8 personal finance New Year’s resolutions | MNN – Mother Nature … (Mother Nature Network.com)

Paul Kleyman: First Boomers Get Medicare (Will It Treat Media Ageism?) (Huffington Post.com)

Boomers face crunch – News – The Orange County Register (Orange County Register.com)

9 Reasons 2011 Will Cost More | News | Money/Investing | (Mainstreet.com)

Marta Mossburg: Pensions will sink state budget | (Washington Examiner.com)

Stock market boomerang helps 401(k)s rebound – Verizon Small … (Verizon HR Website)

The following are 16 statistics about the coming retirement crisis … (Blog)

US Boomers In Trouble | InsiderFortunes (Blog)

First Boomers Get Medicare Will It Treat Media Ageism | All Global … (All Global.com Web site)

Wednesday, 12/22/10

401(k) Participants Shun Company Stock – Today In Finance (CFO.com Web site)
Business Insight for Accounting Firms with Microsoft Dynamics GP (Blog)
Designer Birthstones Further Explored on Blog and with New Artists (Blog)
The Ball’s In Your Court – Consumer – Driven Health Insurance On (Blog)

Wells Fargo – Beyond Today Blog: Search Results (Blog)

Plucking by electrologist – HairTell Hair Removal Forums (Blog)

Monday, 12/20/10

The Best In…(Wall Street Journal)

Retirement Savings: Neglected Saving? Start Now (The Epoch Times)

Survey (Milwaukee Journal Sentinel) (Web site)

Interest in Behavior-Changing Financial Incentives Declines in (Blog)

Boston Gal’s Open Wallet: Could You Retire Without Social Security? (Blog)

investment tips predictions for 2011 those brave enough to jump (Blog)

2011 Outlook for Senior Healthcare (Blog)

Friday, 12/17/10

Americans putting less company stock in their 401(k)s (LA Times Web site)

6 excuses for not saving for retirement (Bankrate.com Blog)

New Study by the Illinois Policy Institute: Obama Saw the Light on (Blog)

Retirees need large savings to cover health care – Consumer-Driven (Web site)

Consumer-Directed Health Enrollment Reached 22 Million in 2010 (Web site)

Safety and Regulation Compliance Products, Training, and Services (Web site)

Interest in Behavior Changing Financial Incentives Declines in 2010 (Web site)

Thursday, 12/16/10

Social Security: Small Change To Have A Big Impact On Benefits (Forbes Blog)

BenefitsLink Health & Welfare Plans Newsletter for December 14, 2010 (Benefits Link)

Interest in Health Incentives Dropping (Plan Sponsor)

Financial burden of Medigap and Medicare Part D – PNHP’s Official Blog (Blog)

Should we mandate retirement saving? | RetirementRevised (Blog)

The Utah Healthcare Initiative: Retiree Health Care Costs: NOT (Blog)

How to Save and Invest in 2011 « Personal Finance (Blog)


Wednesday, 12/15/10

4 ways to take control of your 401(k) (Associated Press Article picked up in CNBC, Philly, San Francisco Examiner, San Antonio Express, Dallas News)

Wondering Where You Should Put Your Money in 2011? (Consumer Affairs)

Tool$ Tuesday: Interactive Tax Cut Graphic (NewsHour)

The Bucket (Retirement Income Journal — subscription)

Tuesday, 12/14/10

Bad News For Gen Y: Older Workers Clinging To Jobs (Forbes blog)

Oil companies, airlines offer best 401(k) plans (Reuters Blogs)

When the job market slumps, workers stay put (Kansas City Star)

Feeling unprepared for retirement? That probably means you haven’t saved enough (Boston Globe)

Call centre ‘to create 450 jobs’ | News.Co5.Biz (Blog)

Monday, 12/13/10

Financial planning: 7 questions to ask yourself (CNBC)

Survey: High-deductible health care plans growing, but slowly (Milwaukee Journal)

Dec. 12, 2010: Focus on Finance (Elizabethtown News Enterprise)

Survey: High-deductible health care plans growing, but slowly (PharmacisteLink)

Workers in their 60s can save even more now – Business – (SunHerald.com)

Scott Walker says that eliminating state tax on health savings accounts would (PolitiFact)

Sterling Pacific Financial Announces New Program for Retirement (Blog)

Gordon J. Bernhardt’s Blog: Still Dreaming of Early Retirement? (Blog)

Changes to Flex Spending Accounts Could Hurt Consumers (Blog)

Elderly Health Cost Decreases : KNN (Blog)

Friday, 12/10/10

Americans’ wealth grows, lifting hopes for economy Featured in online placements: Boston Globe, Kansas City Star, Desert News, Yahoo Finance, Buffalo News, ABC News, Philly Inquirer, Stamford Advocate, Miami Herald, Washington Post, USA Today, Newsday, Chicago Tribune, NPR, WIFR.com (Wisconsin), Dayton Daily News, Houston Chronicle, Business Week, San Francisco Chronicle, Star Telegram, Huffington Post, Seattle Times.

Changes to Flex Spending Accounts Could Hurt Consumers (U.S. News & World Report Web site)Baby Boomers, GenXers, Won’t Get By on Retirement Savings … (BLOG)Defender Network » Blog Archive » What is Your Financial Personality? (BLOG) Companies nudge health-price information into consumers’ hands MarketWatch (BLOG)Census Bureau News: The Asian Population in the United States … (BLOG)RSFH News(Web site)Changes to Flex Spending Accounts Could Hurt Consumers(Web site)EBRI – Health – Gresnews.com(Web site)

Monday, 12/6/10

Retiring in 10 Years? Uh-Oh. Your nest egg is a lot skimpier than it should be. Here’s what you can do now. (Wall Street Journal– EBRI/ICI information referenced in chart)

Will Health Care After Retirement Really Cost More Than $200000 … (Health Insurance News)

Considering A Health Savings Account? | Texas CEO Magazine (Texas CEO Magazine)New Research from  EBRI: ‘Consumer-Driven’ Health Enrollment … (Newsblaze.com)Workplace Visions® (SHRM.org)New Research from EBRI: ‘Consumer-Driven’ Health Enrollment … (bioportfolio.com)Retirees May Need More Than $100,000 for Health Expenses: Report (U.S. Department of Health and Human Services)

Friday, 12/3/10

Health Highlights: Dec. 2, 2010 – Drugs.com MedNews (Blog)

Report suggests consumers should compare bank rates now (e-wisdom.com)

New Research From EBRI, ‘Consumer-Driven’ Health Enrollment … (medicalnewstoday.com)

CDHPs: It’s All in the Details | HREOnline’s The Leader Board (Blog)

Couples Need $158000 for Retirement Health Care Costs (U.S. News & World Report)

Average 401(k) balance rose nearly 32 percent last year (Spokane Journal of Business)Baby  Boomers/Medicare Recipients Need Big Savings Accounts for Future Health (AccessRx Health Blog)

Wednesday, 12/1/10

Health care costs for retirees could top $100,000 (Life Blog on the Today Show)

The Graying Work Force (New York Times Blog)

Retirees need up to $150000 for health costs, report says (The Hill)

Retirement Health Costs Hit Women Harder than Men (The Epoch Times)

Retirement: Vacations, hobbies and huge medical costs (The Los Angeles Times)

Medical costs for US retirees fell in 2010: institute (Reuters)

Retiree medical costs could be as much as $400000, report says (Dallas Morning News)

A slow shift in payout is key (Tampabay.com)






%d bloggers like this: