Insights


Top of Mind: Trends that Matter

In our most recent edition of Trends that Matter, we discussed fee litigation and fee levelization as two of the hot issues for retirement plan sponsors.  While those trends remain current, others have emerged that should be Top of Mind for plan sponsors:

  • There has been a marked shift away from investment analysis toward retirement outcomes. — As documented in this recent interview with my colleague, Emily Wrightson, a lot of plan sponsors have now streamlined their investment arrays and otherwise done most everything they can to move to a best-in-class investment lineup.  Thus, they have shifted their attention to comprehensive plan-level issues, such as helping to ensure participants have successful retirement outcomes. 
  • Recordkeepers are starting to get creative in engaging participants. — While a long overdue development, recordkeepers are beginning to get the message that the status quo with respect to voluntary retirement plan participation and other engagement metrics is simply not acceptable to retirement plan sponsors.  From retirement plan video games, to virtual reality and cross-country bus tours, recordkeepers are no longer sitting on the sidelines in the battle to engage participants, and that is a good thing.

I hope that you can take full advantage of the latest industry Trends that Matter!

Editor’s Note: Trends that Matter is a reoccurring feature in Top of Mind where we focus on key industry trends that emerge and are of significant importance to plan sponsors.  

Note: This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.

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