White Papers

Addressing the Women’s Longevity Gap

September 2020

Women must be prepared to cover expenses single-handedly after their husbands die, during their “longevity gap”.

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The Long-Term Value of an HSA

May 2020

A growing number of Americans have access to HDHPs with a health savings account (HSA) option.

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2019 Retirement Healthcare Costs Brief

December 2019

Simple strategies on reducing medical expenses include personal wellness, consistent savings, and more.

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The Impact of Indexing IRMAA Brackets

September 2019

Encouraging working Americans to save more for retirement is a priority for employers.

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Health in Retirement Planning

July 2019

In terms of personal retirement costs, individuals have more control than they think…

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2018 Retirement Health Care Costs Data Report

October 2018

Americans planning for retirement will find both positive and negative news in this year’s report.

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Building Wealth Through Wellness

January 2018

In terms of personal retirement costs, individuals have more control than they think…

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2017 Retirement Health Care Costs Data Report

August 2017

In terms of personal retirement costs, individuals have more control than they think.

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The High Cost of Living Longer

August 2017

In terms of personal retirement costs, individuals have more control than they think.

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Retirement Health Care Costs and IRR

August 2017

A key assumption underpinning the use of IRRs is that pre-retirement income is a good basis…

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2015 Retirement Health Care Costs Data Report

August 2017

This report compares year-end data sets between 2013 and year-end 2014, and the company’s…

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Understanding the Impact of MAGI on Retirement

August 2017

Many Baby Boomers believe they are ready to enjoy their golden years. Unfortunately, their retirement savings…

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Addressing the Retirement Health Care Cost Crisis

August 2017

There are a number of significant trends behind the emerging crisis in retirement health care costs.

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Closing the Retirement Gap: The Planning Challenge

August 2017

There are a number of significant trends behind the emerging crisis in retirement health care costs.

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