Showing entries with the topic “Retirement Readiness”.
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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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Aug 2019Positioning a Portfolio for Recession
Slowing economic growth and a flat yield curve may be signaling a potential recession on the horizon. As certain asset classes perform better than others in a recession, we explore the steps retirement plan investors can take to help protect their portfolios.
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Aug 2019Case Study: Growth through Acquisition and the Impact on Retirement Plans
The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employees
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Aug 2019Improving Retirement Readiness Through Plan Design: Examples From Plan Sponsors
Many plan sponsors are focused on increasing their employees' retirement readiness. With communication and education initiatives falling short, some have turned to plan design to help drive better outcomes.
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Aug 2019Fiduciary Breach Lawsuit Issues Explored - Topic #3: Too Many Investment Options
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of too many investment options.
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Jul 2019Decumulation Confusion: The 4% Rule
In part-three of our decumulation series, we discuss the 4% Rule, a time-honored method of withdrawing funds from retirement plans and annuities.
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Jun 2019Decumulation Confusion: The Annuity Conundrum
In part-two of our decumulation series, we discuss annuities; the presence and promotion of which as a decumulation solution is perplexing to many retirement plan participants and retirees.
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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.
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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.
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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.
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