April 21st, 2017


Not-for-Profit Plan Sponsor Strategies to Meet Challenges More than half, or 59%, of not-for-profit plan sponsors are concerned that their participants will run out of money in retirement, and 69% worry employees will delay retirement because they don’t have enough money, according to a survey by TIAA. However, the research also points to various strategies sponsors can adopt to address these concerns.Read more >

Participants Must Be ‘Nudged’ Toward Higher Savings Rates New research by Morningstar suggests plan sponsors may benefit from increasing default savings rates, relying on opt-out auto escalation features, and stretching the employer match.Read more >

ASK THE EXPERTS

Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

ICI Measures Adequate Income Replacement Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.Read more >

Target-Date Fund Reviews a Top Priority for Plan Sponsors Consultants responding to a PIMCO survey make recommendations for defined contribution (DC) plan investment lineups.Read more >

Women Prepare Better for the Unexpected “Female decisionmakers are more likely to incorporate financial products that help accumulate assets to provide income for retirement, such as an annuity, into their financial plans than male decisionmakers,” a Lincoln Financial Group study found.Read more >

Older Workers Unable to Retire Cost Employers $50,000 a Year Because many employers are unaware of the cost of having older workers unable to retire, or think they cannot calculate it, Prudential Financial has done the analysis and published its findings in the report, “Why Employers Should Care About the Cost of Delayed Retirements.”Read more >

Pre-Retirees and Retirees Getting Out of TDFs It stands to reason that some target-date fund investors may be leaving the products and their workplace plans in order to start formally structuring retirement income, but plan sponsors have the means to stop this trend.Read more >

Nuveen Adds Direct Real Estate to TDFs Nuveen added access to direct real estate investments to its target-date fund (TDF) series. The TIAA-CREF Lifecycle Funds will devote about 1% to 5% of asset allocations to real estate investments, which will be made through TH Real Estate.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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Not-for-Profit Plan Sponsor Strategies to Meet Challenges

Participants Must Be ‘Nudged’ Toward Higher Savings Rates

ICI Measures Adequate Income Replacement

Target-Date Fund Reviews a Top Priority for Plan Sponsors

Women Prepare Better for the Unexpected

Older Workers Unable to Retire Cost Employers $50,000 a Year

Pre-Retirees and Retirees Getting Out of TDFs

Nuveen Adds Direct Real Estate to TDFs