Time to Take Stock

How we got here, and 5 action steps to a more promising future.

Industry Analysis |

How Will PEPs Develop?

Pooled employer plans’ appeal may be that they ease administration.
UpFront |

Re-Enrollment in 2021—Or Not

Before sweeping all employees into the plan, a sponsor should consider the effects of the pandemic on its workforce.
UpFront |

The Forecast for PRTs

While the start of the year was rocky, 2020 could close with an environment favorable to making these plan transactions.
UpFront |

Student Loan Debt by the Numbers

A TIAA-MIT AgeLab study finds student loan debt significantly affects retirement savings longevity planning and family relationships. One-quarter of those not saving for retirement cite student loans as...
UpFront |

Retirees in Name Only

The factors that are redefining ‘retirement’—what these mean for workers near the end of their full-time-employment years.
Tidbits |


The Accumulation EffectTo understand 401(k) participants’ retirement savings trends over an extended period, the Employee Benefit Research Institute/Investment Company Institute (EBRI/ICI) compared a group of participants in its...
Wellness Strategies |

Dangers of Debt

Participants must find their financial footing to save for retirement.