Showing entries with the topic “Retirement Readiness”.
18
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 more28
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.
Read more23
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.
Read more23
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.
Read more23
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
Read more23
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.
Read more23
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.
Read more22
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.
Read more19
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.
Read more