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16 Apr 2015, 4:10 pm by Sabrina I. Pacifici
Fifth Annual Update on the Retirement Preparedness of the Boomer Generation April 2015 –  Insured Retirement Institute “Boomer Expectations for Retirement 2015 – Each year the Insured Retirement Institute (IRI) conducts a survey to measure the retirement preparedness of the Boomer generation. [read post]
29 Apr 2015, 9:05 pm by Rebecca C. Morgan Stetson Law
The Insured Retirement Institute (IRI) has issued its 5th annual report on Boomer Retirement Preparedness. [read post]
23 Jan 2016, 8:00 am by Gerry W. Beyer
A recent study by the Insured Retirement Institute and Center for Generational Kinetics found that people in the Millennial age group are not adequately preparing for retirement. [read post]
20 Apr 2014, 6:32 pm by Sabrina I. Pacifici
Bosworth, The Brookings Institution; Kathleen Burke, Consumer Financial Protection Bureau: ”This analysis uses data from the Health and Retirement Study (HRS) to examine the sources of variation in mortality for individuals of varying socio-economic status (SES). [read post]
22 Mar 2006, 1:13 pm
Generally, the first $100,000 in any bank or savings account is insured against loss if the institution holding the deposit fails. [read post]
10 Nov 2014, 5:04 pm by Sabrina I. Pacifici
Across all ages, workers with employment-based health insurance from their own employers were more than twice as likely to participate in a retirement plan as those without health insurance from their own employers. [read post]
6 Dec 2015, 4:38 pm by Sabrina I. Pacifici
“About the Health and Retirement Study – The University of Michigan Health and Retirement Study (HRS) is a longitudinal panel study that surveys a representative sample of approximately 20,000 Americans over the age of 50 every two years. [read post]
21 May 2009, 12:54 pm
Today it was announced that deposits at FDIC-insured institutions are now insured up to at least $250,000 per depositor through December 31, 2013. [read post]
31 Oct 2016, 12:45 pm by Stephen D. Rosenberg
Service providers such as asset managers, banks and insurance companies are likewise impacted by bad governance and unchecked risk-taking. [read post]
15 Mar 2015, 7:08 pm by Sabrina I. Pacifici
” the nonpartisan Employee Benefit Research Institute (EBRI) is re-posting recent findings that the aggregate national retirement savings deficit is about $4.13 trillion for all U.S. households where the head of the household is between 25 and 64, inclusive. [read post]
30 Jan 2013, 11:00 am by Marsha Tesar
These days, preparing for retirement doesn’t just mean stabilizing your finances, preparing your estate, or securing affordable health insurance. [read post]
6 May 2024, 5:16 am by karplawfirm
Wayne Chopus, CEO of the Insured Retirement Institute stated: “Based on our preliminary review, in issuing this unnecessary and redundant rule, DOL disregarded data showing how millions of lower- and middle-income consumers will be deprived of access to affordable retirement planning assistance. [read post]
10 Apr 2011, 9:22 pm by Susan Mangiero
For more information, read "National Retirement Planning Week® 2011 Kicks Off April 11" (Insured Retirement Institute press release, dated April 4, 2011). [read post]
11 Jun 2011, 8:44 am
The civil actions were instituted against UNUM seeking the recovery of benefits under the various employee welfare benefits plans that it had underwritten and administered and falls within the ambit of the Employee Retirement Income Security Act (ERISA). [read post]
24 Oct 2023, 4:58 am by Katelynn Minott, CPA & CEO
If you retain ties with US financial institutions, you’ll want to look into a currency conversion platform like Wise to quickly and conveniently transfer money between international accounts. [read post]
4 Jan 2011, 2:05 am
Health insurance for retireesErie County Retirees Assn. v County of Erie [PA], 220 F.3d 193 (3d Cir. 2000), Certiorari denied, 121 S.Ct. 1247Many public employers provide health insurance to retired public employees. [read post]
5 May 2014, 2:00 pm by Gerry W. Beyer
A 2014 study by the Insured Retirement Institute found that in the past, around two-thirds of Boomers thought leaving an inheritance was important. [read post]
20 Aug 2010, 10:00 am by Trusts EstatesProf
The program information is below: Designating beneficiaries for assets such as life insurance policies and retirement accounts is a foolproof plan for... [read post]
9 Dec 2009, 5:28 pm by Meaghan Olson
Medicaid restrictions: The budgets allocated by this government health plan are often difficult to work around for institutions. [read post]