Showing entries with the topic “Retirement Readiness”.
28
Jul 2020The 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?
Read more28
Jul 2020Emergency 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…
Read more24
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. …
Read more24
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?
Read more27
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?
Read more25
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.
Read more25
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?
Read more25
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.
Read more18
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.
Read more25
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
Read more