White Papers
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.
2019 Retirement Healthcare Costs Brief
December 2019
Simple strategies on reducing medical expenses include personal wellness, consistent savings, and more.
The Impact of Indexing IRMAA Brackets
September 2019
Encouraging working Americans to save more for retirement is a priority for employers.
Health in Retirement Planning
July 2019
In terms of personal retirement costs, individuals have more control than they think…
Building Wealth Through Wellness
January 2018
In terms of personal retirement costs, individuals have more control than they think…
2017 Retirement Health Care Costs Data Report
August 2017
In terms of personal retirement costs, individuals have more control than they think.
The High Cost of Living Longer
August 2017
In terms of personal retirement costs, individuals have more control than they think.
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…
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…
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…
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.
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.
