Insights


Showing entries with the topic “Retirement Readiness”.

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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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23

Nov 2020

The SECURE Act 2.0: Better Than The Original?

The proposed Securing a Strong Retirement Act of 2020 comes on the heels of the landmark SECURE Act. Will this bipartisan-proposed legislation help continue to propel the retirement plan industry forward? And what does it mean for plan sponsors and participants?

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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

Oct 2020

Finding Income in a Lower-for-Longer Interest Rate Environment

While the Fed's announcement that interest rates will remain low is welcome news to the healing economy and borrowers, it poses a significant issue for income-focused investors. What do retirement plan participants need to know and how can those nearing retirement find the income they need?

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28

Jul 2020

The Pandemic’s Dividend Dilemma

What has the economic stress and state-mandated closures of the COVID-19 pandemic meant for dividends - and the retirement plan investors who rely upon them?

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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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24

Jun 2020

The 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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27

May 2020

Custom 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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