Top of Mind


Showing entries with the topic “Retirement Readiness”.

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08

Jun 2017

Learning from PLANSONSOR's Plan Sponsor of the Year Finalists

Two of our clients, the University of Massachusetts and the Oklahoma State University and A&M System, were selected by PLANSPONSOR as 2017 Plan Sponsor of the Year finalists.  My colleague, Jeff Snyder, had the opportunity to discuss the initiatives that made them worthy of recognitio…

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11

May 2017

Which Sounds Better: Retirement or Financial Independence?

This week, in my review of content that might be of interest to Top of Mind readers, I stumbled upon a Tweet from Dan Otter of 403(b)wise (actually a retweet from Scott Dauenhauer) that discusses the wonderful-sounding concept of financial independence. After all, who wants to be financially depende…

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04

May 2017

Participant Engagement: Learning to Crawl Before You Can Walk

My colleagues, Sandy Lucev and Alison Kellner, recently wrote about some of the groundbreaking work our firm is conducting in the area of integrating retirement and financial wellness with overall employee wellness campaigns. Preliminary results from this innovative campaign have been promising and …

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13

Apr 2017

Top of Mind: Trends that Matter

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…

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30

Mar 2017

The Skinny on State-Run Auto-IRAs

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.  …

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09

Mar 2017

Preparing Participants for the Next Market Downturn

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…

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