Showing our Public Plan Perspectives article library.
Showing entries with the topic “Retirement Readiness”.
17
May 2019A Closer Look: Decumulation Confusion
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 more17
May 2019Case Study: A University’s Holistic Approach to Maximizing Retirement Plan Benefits
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 more22
Apr 2019Finding the Right Words: Enhancing Retirement Plan Participant Communications
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 more25
Feb 2019Using Financial Wellness to Attract and Retain Employees
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 more23
Jan 2019Effectively Communicating Your Retirement Plan Message
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 more17
Dec 2018Delivering Retirement Benefits to Healthcare and Higher Education Employees
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 more19
Nov 2018Minimum Distribution Problems—Why Most Retirement Plans Have Them and What Can Be Done About It
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that retirement plan participants withdraw at least a small portion of their account balances by April 1st of the year in which they turn 70½ or retire.
Read more23
Oct 201820
Sep 2018A Closer Look at Health Savings Accounts: An Overlooked Retirement Savings Vehicle
While created as a way to save for medical expenses, health savings accounts (HSAs) can be a formidable option for retirement savings.
Read more20
Sep 2018Case Study: Progressive Thinking and Fiduciary Oversight Lead to Participants Positioned for Success
For The First Church of Christ, Scientist, headquartered in Boston, Massachusetts, discussion and decisions made by the retirement benefits committee are focused on putting their participants first.
Read more