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Library » Health Savings Accounts for Wealth Accumulation

March 24, 2014 | Wealth Management

Introduction Health savings accounts (HSAs) have become more common in recent years as a tax-advantaged way to pay for qualified health care expenses. The tax advantages discussed below make HSAs an attractive option for employees to cost-effectively meet their current health care expenses. …

Library » Understanding Health Insurance Options in Retirement

March 21, 2014 | Retirement Plans

Over the past several years, the spike in the cost of health care and insurance premiums has been alarming. Many employed individuals have had at least a portion of these increases covered by their employers. However, once retired, a meaningful portion of the cost may have to be borne by retirees …

Library » The Role of Behavioral Finance in the Development and Evolution of Target Date Funds – How To Maximize Participant Outcomes

January 02, 2014 | Retirement Plans

Introduction In many ways the foundation for target date funds on participant choice menus rests in the principles of behavioral finance. It was not until plan sponsors and regulators began to understand that behavioral finance concepts influenced participant behavior that auto enrollment, …

Library » Helping Employers and Employees Navigate the Health/Wealth Convergence

November 18, 2013 | Retirement Plans

Introduction Mariners understand that some of the trickiest waters to navigate are located where two strong currents converge, creating powerful and dangerous swirls. Both employers and employees find themselves attempting to navigate the waters where the strong currents of retirement planning …

Library » An Introduction to Long-Term Care Insurance

November 18, 2013 | Wealth Management

Long-Term Care As people approach retirement, their insurance needs often change. Whereas earlier they may have focused on life and disability insurance to replace wage income, the need for those types of insurance can diminish as their assets grow. Asset protection may become more important, …

Jeff Coons

President

Library » Raising the Bar on Target Date Due Diligence

September 10, 2013 | Retirement Plans

How Improved Transparency Can Help Fiduciaries Manning & Napier and Strategic Insight are pleased to provide this white paper highlighting fiduciary considerations regarding the target disclosure status quo. Manning & Napier has been at the forefront of target date transparency since the …


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