Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 27th, 2016
From the Magazine
Insights: Hidden Needs
I was speaking to a plan sponsor recently about a recordkeeper conversion her organization had just completed, and the unexpected challenges that arose during the process. Once the finals presentations started, she said, committee members experienced their first differing opinions. Although the adviser had done a thoughtful job of trying to help the committee come to joint agreement about how to improve the plan, once providers were making their presentations, each raised new issues of services or administrative components the sponsor had never considered—which tapped into personal preferences and perspectives.Read more >
Retirement Work Status
Many reports say employees plan to work in retirement, but how many are actually doing so?Read more >
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