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Retirement Plan Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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Retirement Plan Consultants
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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MAP Retirement
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July Business Services
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BPAS
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Anchor 3(16) Fiduciary Solutions
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BPAS
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ESOP Administration Consultant Blue Ridge Associates
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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-- An attorney subscriber
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Search the News Archive
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22 Matching News Items |
| 1. |
Manning & Napier
Nov. 11, 2025
"Recent analysis highlights that a man will need to have saved $191,000, and a woman will need to have saved $226,000 just to have a 90% chance of meeting their healthcare spending needs in retirement. As medical costs continue to rise faster than inflation and life expectancy is higher than ever, planning for healthcare in retirement ... should be viewed as a 'core liability' alongside housing, food, and other necessities."
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| 2. |
Manning & Napier
Oct. 11, 2024
"For those subject to the 10-year rule, spreading the distributions equally over 10 years or targeting low-income years with larger withdrawals may result in substantial tax savings compared to withdrawing the entire balance at the end of the 10th year.... For those with multiple, unequal sized IRAs, with different beneficiaries, satisfying RMDs earlier in the year may help to avoid uncomfortable circumstances should you pass during the year."
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| 3. |
Manning & Napier
June 26, 2024
"Not everyone is fortunate enough to have access to the 'mega' backdoor Roth contribution strategy, but for those that do, it is one of the most powerful ways to supercharge your retirement savings."
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| 4. |
Manning & Napier
May 31, 2024
"What is the Fiduciary Rule and what are the PTE amendments? ... What is going to change? ... What types of recommendations and transactions are in scope? ... When does it go into effect? ... Who is a retirement investor? ... How do I comply?"
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| 5. |
Manning & Napier
Mar. 19, 2024
"[A]ssuming a 20% difference in wages, or $10,000/year, now you are talking over $3,150,000 of additional retirement savings lost out on. Not to mention, these numbers don't account for the lost potential from company matches and Social Security benefits ... In general, women tend to be more risk-averse.... [W]omen born today are projected to live until 80 and men only until 74, a six-year difference!"
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| 6. |
Manning & Napier
June 8, 2021
"CITs are often less expensive to create/maintain and may be more flexible than their mutual fund counterparts given that they are subject to a different regulatory framework. While this may be a benefit to their fee structure, it can also be challenging because CITs often suffer misconceptions when compared to mutual funds. [This article describes] the most common misconceptions and frequently asked questions by fiduciaries."
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| 7. |
Manning & Napier
Mar. 3, 2021
"There are over 26 million owner-only businesses in the nation today.... Consistently profitable owner-only businesses are uniquely suited for cash balance plans, as well as traditional average pay defined benefit plans."
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| 8. |
Manning & Napier
June 19, 2020
"The general impact is that the 10-year rule is less tax-efficient because traditional IRA distributions are condensed and therefore taxed at higher rates. Knowing that, what are some things to know if you are an account owner or beneficiary to help you be more strategic with distributions and potentially reduce the tax impact?"
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| 9. |
Manning & Napier
Feb. 7, 2018
"60% of employers would consider offering a Collective Investment Trust (CIT) or other alternative investment vehicle to a mutual fund if it has the same objective, but lower fees in order to reduce their litigation risk.... There are often cost advantages to using CITs.... CITs are increasingly accessible.... Participants usually benefit with CITs."
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| 10. |
Manning & Napier
Apr. 27, 2017
"Although the AHCA's initial failure led to uncertainty on the specifics of health care reform, there appears to be a broad push to increase the use of [HSAs]. Various proposals have included plans to remove the requirement to have a high-deductible health plan in order to contribute to an HSA, raise contribution limits to $6,550 for individuals and $13,100 for families (from their current limits of $3,400 and $6,750, respectively), and to create a new type of account called a Roth HSA."
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