PLANSPONSOR Weekend Newsdash
Week ending January 18th, 2019
Planning for retirement isn’t just about saving. Saving is important, and addressing financial wellness, such as getting a handle on debt, can help retirement plan participants increase their savings. But, participants also need to understand their risks in retirement—investment returns, inflation, longevity, health care costs, unexpected expenses. Plan sponsors can play an important role in educating participants about these risks. In this edition of PLANSPONSOR Weekend, we highlight articles pertaining to retirement planning.
Editor's choice
Data and Research
Employers Developing Strategies to Manage Employee Retirement Timing
Employers have a dual concern about losing skilled workers and increasing benefit costs from employees who retire too late.Read more >
Data and Research
Most Retirement Risk Concerns Decrease With Age
The Society of Actuaries says individuals must first understand all the risks related to retirement so they can take steps to manage them.Read more >
Data and Research
Employees Not Realizing the Importance of Debt Control in Retirement Planning
Although a majority of workers thought workplace financial well-being programs would be either very or somewhat helpful in better preparing or saving for retirement, fewer than half of workers thought debt counseling or budgeting help would be helpful, the Employee Benefit Research Institute (EBRI) found.Read more >
Administration
Retirement Planning Isn’t Just About Saving
Industry sources remind plan sponsors that education should include all factors in the realm of retirement planning.Read more >
Data and Research
Retirement Savers Need to Be Prepared for Taxes in Retirement
Fifty-two percent of pre-retirees surveyed by the Nationwide Retirement Institute wish they better understood how their income in retirement will be taxed.Read more >
Benefits
4% Rule Not a Reliable Retirement Income Withdrawal Strategy for All People
A retiree’s investment portfolio is a large factor in determining an optimal, safe withdrawal rate in retirement, but longevity, expected spending and whether guaranteed retirement income is available plays a part as well.Read more >
MOST POPULAR STORIES
2020 Recordkeeping Survey
How to Effectively Measure Retirement Plan Success
It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics should be things they can influence.
The NQDC Market

Data on number of plans, participants and liabilities by nonqualified plan type, and a listing of the largest providers of section 409A plans and section 457 plans.

CARES Act Considerations: CRDs, RMDs, Taxes and More

Between retirement reforms first created by the SECURE Act and then updated by the CARES Act, there is a lot of confusion about required minimum distribution deadlines and the tax treatment of coronavirus-related hardship withdrawals.

2020 Best in Class DC Providers

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

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