A retirement plan without a recordkeeper, well, isn’t much of a retirement plan at all.
Expert testimony touts tax-favored retirement accounts
Participant education needed before 404(a)(5) deadline
Southern college towns are ideal retirement spots
Court refuses to dismiss claims over misplaced transfer
Confidence in employee retirement assets drops
Half of plan sponsors offer this tool
Rate of poverty among seniors increased
Income drop in retirement could be 28%
Social Security to run out by 2033
A large part of the job of a plan sponsor is to educate participants about retirement readiness.
Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.
Through QDIAs, it is win-win for sponsors and participants alike
Mutual funds and managed accounts offer similar benefits: professionally managed portfolios with exposure to stocks, bonds and/or other securities.
This option can make investment decisions more manageable for participants
Some quotes, survey statistics and musings to use in employee communications, or just as a break in the grind.