Top of Mind


Showing entries with the topic “Communication & Education”.

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14

Feb 2019

Simplifying Retirement Plans

According to the latest data, participants are utterly and hopelessly confused about their retirement plans. From lifecycle funds, to the different types of withdrawals/rollovers (a recent white paper cited that participants are more likely to interpret a rollover as a “trick one teaches a dog”), to…

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31

Jan 2019

Decumulation Confusion

Just as the accumulation of sufficient assets is vital to retirement, proper decumulation - or the spending of those assets during retirement - is equally critical. We talk a lot about the former, but not so much about the latter; however as more Baby Boomers age into retirement, this will likely be…

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20

Dec 2018

Employee Financial Concerns: How Retirement Plan Sponsors Can Help

Employees have a variety of reasons for why they cannot afford to save (or save more) into their employer’s retirement plan. From student loan and credit card debt, to healthcare costs, there are many obstacles for today’s employees. However, many of these employees can, in fact, afford to save! So…

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18

Oct 2018

Budgeting and Retirement Plan Engagement

In this week's Top of Mind, Mike Webb shares how some retirement plan recordkeepers are using budgeting portals to help plan participants save more for retirement.

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11

Oct 2018

Don’t Pay Full Price!

In this week’s Top of Mind, Mike Webb discusses how utilizing cost saving apps can help make saving for retirement more affordable.

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13

Sep 2018

Now that Summer's Over, Something to Worry About for the Fall

I hope all of you who work for or with retirement plan sponsors had a delightful summer! As for the fall, it is about to get interesting for most of you mainly due to the Bipartisan Budget Act of 2018, more commonly known as the Tax Reform bill.

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