PLANSPONSOR Weekend Newsdash
Week ending January 12th, 2018
Happy Friday, PLANSPONSOR readers! This week we focus on financial wellness and participant communications. Among items reported, researchers suggest debt management should be factored into any retirement security policy; in a Prudential/PLANSPONSOR survey of nonqualified deferred compensation (NQDC) plan sponsors, a top change respondents are planning to make is with plan education and communication programs; and Callan Associates suggests a repositioning of communications to participants about managed accounts. Enjoy this edition of PLANSPONSOR Weekend!
Editor's choice
Data and Research
Debt Management Should Be a Factor in Retirement Security Policy
According to a National Bureau of Economic Research (NBER) working paper, researchers found it is not just the value of debt for people on the verge of retirement that has increased over time, but the proportion of debt to assets as well.Read more >
Data and Research
Few NQDC Plan Sponsors to Make Plan Changes
Among the few that are, the majority cited additions or enhancements to plan education and communication programs, investment crediting options and distribution options.Read more >
Participants
Public Pension Fund Members Largely Unaware of Underfunding
Public pension fund members surveyed expressed interest in more transparency about pension fund investments and investment returns.Read more >
Data and Research
Interest in Retirement Advice Increases Wtih Age, Account Balance, Contributions
TIAA also discovered that participants with web access are twice as likely to seek out advice as those without web access.Read more >
Investing
Presenting Managed Accounts as a Service Could Reduce Apprehensions
Cerulli Associates suggests that if retirement plan sponsors position managed accounts as a valued service it could alleviate concerns about costs.Read more >
MOST POPULAR STORIES
SECURE Act 2.0 Passed Unanimously by Ways and Means Committee

A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered by the full House of Representatives.

2020 Recordkeeping Survey
How to Tell If You’re Paying Reasonable Fees for Actuarial Services

Leslie Olds, with Strategic Benefits Advisors, discusses how DB plan sponsors can determine whether actuarial fees are in line with services provided.

FRIDAY FUN - April 30, 2021

And now it's time for some FRIDAY FUN!

Forces Come Together to Make PRTs More Attractive

Increased funded status for DB plans and rising interest rates make now a good time for plan sponsors to consider implementing pension risk transfer transactions.

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

Advertising: advertise@strategic-i.com

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