Retirement

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Pension de-risking: Prepare now for future lump-sum window offers

Our Blog Aug 15, 2017 Abram Claude, Vice President, Value-Add Programs

Companies are increasingly offering lump-sum distributions to pension plan participants. But there’s a catch: There’s very little time to make a decision.

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Maximizing married life: 4 Social Security strategies for couples

Our Blog Jun 19, 2017 Abram Claude, Vice President, Value-Add Programs

Statistically, baby boomer women will outlive their husbands, and yet boomer men generally have higher Social Security benefits. A strategy that considers both spouses can maximize a couple’s benefits and set them up for the future.

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