Showing entries with the topic “Retirement Readiness”.
25
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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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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