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Showing our Public Plan Perspectives article library.

Showing entries with the topic “Communication & Education”.

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27

Jan 2021

DOL Tips to Address Missing Participants

Missing participants have long been the scourge of retirement plan sponsors. The recent DOL guidance expanded on enforcement to include action steps on how plan sponsors can avoid or overcome the challenge of missing participants. We explore.

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16

Dec 2020

Retirement Plan Trends to Watch in 2021

With the holiday season upon us and the New Year fast approaching, it is time to consider what 2021 may bring for retirement plan sponsors. We share some of the trends that we predict will be popular in the New Year.

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16

Dec 2020

Will 2021 Be the Year of Financial Wellness?

While there are some indications that 2021 may bring an explosion of employer-sponsored financial wellness programs, there are also some roadblocks to their success. Will the 2021 be the year of financial wellness programs?

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28

Oct 2020

Presidential Elections: The Impact on Retirement Plan Investors

Every four years, politics and finance overlap as Americans head to the polls. With the 2020 election less than a week away, many investors are wondering what impact the results may have on their holdings. Can history provide guidance as to how the market has performed during past election cycles?

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28

Oct 2020

Communicating Retirement Plan Changes During COVID-19

As the pandemic swept across the country, plan sponsors were forced to find new ways to effectively communicate retirement plan changes in an unprecedented virtual world. While this provided challenges, it was also met with some unexpected benefits.

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28

Jul 2020

Emergency Savings: Preparing for the Unexpected

Employee financial wellness has become an increasing concern for many employers, particularly in industries and fields that require advanced degrees, where organizational staff may be saddled with significant student loan debt. Debt from educational expenses, along with other types of debt (e.g., cr…

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18

Dec 2019

The Top Retirement Plan Trends for 2020

With the holiday season upon us and the New Year fast approaching, it is time to consider what 2020 may bring for retirement plan sponsors. We explore some of the retirement plan trends that are likely to be popular next year.

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25

Nov 2019

Case Study: Making a Strong Plan Stronger

SRC, a not-for-profit research and development organization, set out to improve their retirement plan benefit, ultimately reducing administrative costs by 54%, streamlining the investment lineup and improving employee communication and education - all without converting recordkeepers

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