Showing entries with the topic “Retirement Readiness”.
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In our most recent edition of Trends that Matter, fixed-dollar recordkeeping fees and ESG investing were the hot issues among retirement plan sponsors. While those trends remain current, others have emerged that should be top of mind with plan sponsors: An increasing number of plan sponsors…Read more
My colleague, Jeff Snyder, recently interviewed Lisa Massena, Executive Director of the Oregon Retirement Savings Plan. As you may be aware, Oregon is the first state in the nation to roll out a state-run auto-IRA program. The first employers will adopt the program this July, in pilot form. …Read more
As I write this at the close of February, the S&P 500 is up a robust 5.57% for the first two months of the year. The last seven calendar years have seen an increase in the S&P 500 each and every year, averaging approximately 15% per year since the last correction in 2008. Other equity ind…Read more