Showing entries with the topic “Retirement Readiness”.
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Jun 2020The Job Market is on the Mend, But It Still Has a Long Way to Go
Sources: NY Times and Federal Reserve Bank of St. Louis Market Observations The latest jobs report had a glimmer of hope that the economy may be recovering more quickly than expected, with a surprise 2.5 million increase in jobs and a decline in the unemployment rate from 14.7% to 13.3% in May. …
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Jun 2020Target Date Fund Performance During the Volatile Quarter
When used appropriately, TDFs can help during times of market volatility - but they are not immune. How did TDFs weather the recent market downturn and which TDF funds fared the best?
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May 2020Custom Target Date Funds: Is Now the Time?
During a time of immense volatlity, how can a custom target date fund help plan sponsors mitigate risk and increase particpant retirement readiness?
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Mar 2020Lessons Learned from Previous Downturns
While the recent market volatility surrounding the COVID-19 pandemic is causing concern for many retirement plan investors, there are some lessons that can be learned from examining past market downturns.
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Feb 2020Chart of the Month: Range of Stocks, Bonds and Blended Total Returns
With stock valuations near all-time highs and bond yields hovering near all-time lows, is classic asset allocation of a 60/40 mix of stocks and bonds still appropriate for investors?
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Feb 2020Webinar - The SECURE Act: Beyond the Hype
While there has been much hype surrounding the SECURE Act, just how significant is its impact to retirement plans and what does this mean for retirement plan sponsors and fiduciaries? We address these questions and more in our webinar, The SECURE Act: Beyond the Hype.
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Dec 2019The 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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Nov 2019Case 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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Oct 2019Hardship Distributions are on the Rise: The Issues for Retirement Plan Sponsors and Participants
The number of hardship distributions has been on the rise, since legislation was passed making it easier to take them. Learn why plan sponsors and retirement plan participants should be concerned and what organizations can do to help.
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Sep 2019Case Study: Focused on Fees, Fairness, and the Future
Learn how WPI's focus on reducing fees, fairly allocating costs, and structuring their plan thoughtfully has helped to position their employees for successful retirements.
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