EXCLUSIVES

Aging Global Population Requires a Retirement Rethink

As developed countries around the world, including the U.S., see the average age of their population increase, employers must prepare for an imbalanced workforce.

How to Walk the Line With Pension Overpayments

Mary Shah and Mindy Zatto, from Strategic Benefits Advisors, discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.

The Importance of Rebalancing DC Plan Portfolios

Once they select the proper asset allocation for their retirement savings, defined contribution (DC) plan participants need to be prodded to rebalance their portfolios regularly to maintain the appropriate risk.

Barry’s Pickings: The Future Will Be About Financial Wellness

There is more to life than saving for retirement, says Michael Barry, president of October Three (O3) Plan Advisory Services LLC, and he foresees a new model where financial wellness is implemented across a rich employee dataset exploiting the efficiency of artificial intelligence.

Participant Loans: A Fiduciary Storm Brewing?

Bruce Ashton, with Drinker Biddle & Reath, discusses the fiduciary risk defined contribution (DC) plan sponsors could face when participants default on plan loans.