Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Creating a Retiree Medical Trust: How Employers and Employees Can Use Pre-Tax Dollars to Fund Their Retiree Medical Expenses (PDF)
National Conference on Public Employee Retirement Systems [NCPERS] Apr. 14, 2022 24 pages. "State and local government pension systems, many of which offer retiree health care as a cornerstone benefit, continue to wrestle with [managing costs]. Rapidly rising healthcare costs could compromise the pension benefits of current and future retirees and destabilize the very retirement security that pensions strive to provide.... One existing solution, retiree medical trusts (RMTs), has already proved attractive to many public sector employers and unions ... Like pensions, RMTs harness the power of collective investing to provide income in retirement -- in this case, for the specific purpose of defraying medical expenses" |
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