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February 24, 2017

Keeping All Options Available for Higher Education Retirees

Choice and annuities are critical components of retirement plans for higher education employees, argues Larry Edward Penley, Ph.D., president of Penley Consulting, LLC.Read more >


Determining Retirement Readiness a Complex Task

Just as retirement savings models do not factor in changes participants may make in their working lives and savings habits, retirement readiness calculators also do not look at the big picture. Looking deeply at DC plan participant behavior may reveal red flags for which employees need help.Read more >

Ask the Experts
David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. rebecca.moore@strategic-i.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.


Helping Employees Address Longevity in Retirement

Americans are living longer, but many do not have adequate savings to provide for a 20- to 30-year retirement. Until DC plans embrace annuities, participants need more education and a healthier lifestyle.Read more >


DOL Hosting Fiduciary Responsibilities Webcast Series

To help increase awareness and understanding about basic fiduciary responsibilities when operating a retirement or health benefit plan, the Department of Labor is presenting the Getting It Right – Know Your Fiduciary Responsibilities webcast series.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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