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May 31st, 2016 |
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ASK THE EXPERTS
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| While all generations can benefit from financial wellness education, each generation learns differently and has different challenges, and Gen X is especially vulnerable.Read more > |
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| Plans Can Boost Outcomes with Debt CoachingThe Plan Sponsor Council of America (PSCA) finds many Millennial employees say student debt keeps them from saving for retirement. More than one-quarter (26.9%) of employers “reported a moderate degree of employees citing student loan debt as a barrier to saving,” while 8.9% cited a high degree.Read more > | Strategic Insight’s Quarterly TDF AnalysisThe first quarter of 2016 saw continued expansion of the target date-fund (TDF) market as mutual funds in these strategies built upon a solid 2015. With net inflows close to $19 billion for the quarter, target-date funds are on pace to meet or exceed marks set last year, according to Strategic Insight, an Asset International company.Read more > | What to Do with Proxy Statements“We just received a proxy statement, along with a request for voting, for one of the investments held in our company’s ERISA 403(b) plan. What should we do with it?”Read more > | | David Levine and David Powell, with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.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. |
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