Amanda Schiavo
Associate EditorAmanda Schiavo is an associate editor of Employee Benefit News and Employee Benefit Adviser. Follow her on Twitter at @SchiavoAmanda.
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One of these snags is taxation on clients’ retirement income, which can hurt their cash flow.February 28 -
“We believe every single employee of a company should have access to advice,” says Stephen Ulian, head of institutional distribution at Bank of America.February 12
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“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.September 24
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Underestimating their needs, many make decisions that are suboptimal or worse.September 5
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Under the Labor Department’s final regulation, firms in different industries will be allowed to establish a joint retirement plan provided they operate in the same state or metropolitan area.July 30
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Prospects are further aggravated by the disappearance of pension plans and the financial woes facing Social Security.July 19
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Clients have to increase their risk exposure to ensure they don’t outlive their savings.July 11
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These super savers have a few tricks up their sleeves to reach their goals.July 3
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Dual-income couples benefit less from Social Security.June 19
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Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.June 18
