Independent Actuaries Blog Category: Informational
We’ve Got Videos!
Did you know that we now make informational videos about retirement plans and related topics? This is part of our efforts to expand our Client Resources and General Resources, and make sure our clients and referral sources have the information … Continue reading
Supporting Your Spending Habits in Retirement
The thought of retirement conjures a wide variety ideas and feelings for different people, some good and full of bliss, and others that are full of dread. One fear that many people have is outspending their retirement income. In an … Continue reading
FaceApp and Retirement Planning
I rarely use social media, but my wife recently showed me a picture from FaceApp of what we would like in 30 years. I imagine most people either have the App or have had a similar experience. It always makes … Continue reading
Is Planning for Retirement Stressing You Out?
The world can be an uncertain place, and trying to navigate turbulent markets to prepare for retirement can be stressful. Fifty-nine percent of Americans report that preparing for retirement makes them stressed. In a recent survey it was found that … Continue reading
U.S. Worker Confidence in Retirement is on the Rise
The results are in! A recent survey by the Employee Benefit Research Institute (EBRI)1 found that two thirds of American workers feel confident in their ability to retire comfortably, which is up from 60% in 2017. However, confidence in the … Continue reading
Changes in Pension Accounting Standards Taking Effect this Year
The soon-to-be-effective Accounting Standards Update (ASU) 2017-07 makes changes to the way pension plans are accounted for, designed to improve the transparency of pension plan operational costs. Under the old rules, all components of pension-related expenses were aggregated together as … Continue reading
IAI Celebrates a Quarter of a Century Helping Employers with Retirement Savings
A group of talented retirement actuaries and consultants worked for a small retirement consulting firm back in the 1980’s. The owner of that firm sold his business to a bank. By 1994, the actuaries and consultants who specialized in defined … Continue reading
Beneficiary Designations: Whose Responsibility is it?
When it comes to Retirement Plans it can sometimes be confusing who does what and whether the responsibility falls on the Employer/ Plan Sponsor, third party administrator (TPA), recordkeeper or the participant. When it comes to beneficiary designations most plan … Continue reading
What’s on Your Christmas List?
Ah, December! Logs are crackling in the fireplace, hot chocolate’s on the stove, and our printers are churning out plan documents. Truly the most wonderful time of the year! Remember that a tax-qualified plan document needs to be prepared and … Continue reading
ShareFile Login Info
At the beginning of December, Citrix ShareFile expired the passwords for all account users. If you are unable to log in to ShareFile, you will likely need to reset your password. From the ShareFile login page, click on “Forgot Password?” … Continue reading
