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Just as the accumulation of sufficient assets for retirement is critical to a successful retirement outcome, proper decumulation, or the spending of those assets throughout retirement, is equally important.Read more
Learn how the University of Pittsburgh created a best-in-class retirement plan program as part of a large-scale focus to provide better services, communications, and outcomes to nearly-25,000 retirement plan participants.Read more
Could the actual words used within your employer communications be hindering participants' understanding? Two recent studies shed some light on what causes participant confusion and the importance of selecting the appropriate terminology for communication pieces.Read more
Healthcare organizations typically have high turnover and high demand, and thus, attracting and retaining employees is paramount. How can retirement plan sponsors use financial wellness programs - and their retirement plans - to set their organizations apart?Read more
In a recent survey, more than 75% of participants indicated that their plan's communication program does not help them make confident decisions. What can plan sponsors do to effectively communicate their message?Read more
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.Read more
Learn how Oklahoma State University identified the need for change through a wellness mission on its campusRead more
For many years, Glens Falls Hospital, a not-for- profit community hospital located in Glens Falls, New York, has been a diligent fiduciary steward of their retirement program, all with a keen eye on the overall goals of their plan.Read more
One of Warren Buffett’s favorite valuation measures, Stock Market Capitalization to Gross Domestic Product, is flashing a warning sign for stocks. This simple valuation measure is used to assess whether a country’s stock market is overvalued or undervalued, compared to its historical averageRead more
As the S&P 500 Index soared to an all-time high in August amid further gains in the economy and booming corporate profits, a quick snapshot of other asset classes reveals significantly diverging performance over the past 52 weeks.Read more