Industry Intel Roundup Logo
Industry Intel Roundup Logo
for the month of December 2019
PLANSPONSOR is pleased to present the next edition of our Industry Intel Roundup newsletter. Here we feature articles, whitepapers, webcasts, and videos from thought leaders in the industry. This content is intended to help plan sponsors gain a deeper understanding of nascent trends and provide key insights and analysis on the retirement benefits space.
Featured Thought Leadership
SPONSORED BY: Pavilion, a Mercer Practice
Investment Beliefs: Governance Bedrock for Investment Committees
Endowments and foundations are typically governed by members of a volunteer investment committee who are charged with fiduciary oversight of a perpetual portfolio that is closely tied to the organization’s mission.
E*TRADE Annual Stock Plan Participant Survey
Bridging knowledge gaps around stock plan benefits helps drive value and engagement for your participants
SPONSORED BY: MetLife Investment Management
Enhancing Fixed Income Returns With Diversified Credit Opportunities
“Rather than trying to predict and time interest rate levels, we think investors do better over the long-term through careful security selection in spread sectors.”
DC Recordkeeping: The High Cost of Low Fees
Recordkeepers are calling their services more efficient, or streamlined, but that may be a kind way of saying “less service.”
Featured Whitepapers
Tax Matters: An executive guide to navigating year-end tax planning
Insights to help navigate the implications of the current tax environment on your finances.
Ayco’s 2019 Executive Benefits Survey
A benchmark of Corporate America’s executive benefits and perquisites landscape from a third of the S&P 100.
Is financially preparing for a chronic condition possible?
To understand consumers’ needs and concerns about health saving and spending related to managing chronic care conditions, Optum Bank® conducted qualitative research with patients and caregivers who are currently dealing with a range of chronic conditions.
Income reimagined: Building income solutions into default options
62% of DC participants worry about retirement income. Then why do so few take advantage of guaranteed solutions? It may be that offering a solution is only the first step. Our latest paper explores how plan sponsors may need to use behavioral finance, plan design and default options to reframe how participants think about retirement income.
Featured Webcasts
SPONSORED BY: Charles Schwab
Diving into the Mindset of 401(k) Participants
How much do participants think they need saved for retirement? What kind of benefits do they expect from their plan? Watch our webinar to gain firsthand knowledge of 401(k) participant sentiments from Schwab Retirement Plan Services, Inc.
Building Better Financial Wellbeing
It seems that every day we see another news headline about Americans woefully under saving, struggling with student loan debt, and unable to retire on time. Findings from the Gallagher Retirement Pulse Survey, reveal 65% of organizations have not considered that delayed retirements result in higher costs – impacting profitability. Furthermore, to become a more competitive employer in a tight talent market, over two-thirds (69%) of organizations are retooling their retirement plans to position them as industry competitive or strategic offerings.
2019 E*TRADE Annual Participant Survey results and new Cashless Participation from Carver Edison
During this session, we will walk through a high-level analysis of participant behaviors, including selling and holding patterns, and see how they compare as we review highlights from the 2019 E*TRADE Annual Participant Survey. The insights may surprise you!
Missing Voices: What 401(k) Borrowers Can Add to the Loan Program Conversation
We as an industry have been learning the significant extent to which D.C. plan loan defaults are harming American workers. According to Deloitte, loan leakage will drain $2.5 trillion in retirement security over the next ten years. Plan sponsors are beginning to take action—but what do participants think?
Visualize Retirement
For decades, we've been helping participants find better ways to save for retirement. In recent years, financial wellness has taken center stage, addressing foundational financial issues which can hinder saving for long-term goals. But is financial wellness enough? A successful retirement is more than just financial preparedness, and retiring well is about more than a number.
Dollars and Sense: Why Companies are Investing in Financial Wellness
Research continues to show that 62% of US adults report feeling stressed about money.* The costs to their employers in distraction and absenteeism are substantial. To drive a more productive employee population, a workplace financial benefit has the power to ensure employees maximize their benefits, get their day-to-day finances in order, are prepared to handle major life events such as getting married or experiencing the loss of a loved one, and more.
Student Debt: Dive into The Most Sought-After New Employee Benefit
Over 44 million Americans are struggling to pay off $1.5 Trillion in student debt, and it’s a good bet your employees are among them. The need for a student loan benefit is growing - it’s currently one of the highest sought-after benefits by employees. Now you can help your employees manage, pay down, and minimize their student debt, and gain a powerful advantage in recruiting and retaining top talent.
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