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for the month of October 2019
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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. |
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| Featured Thought Leadership |
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SPONSORED BY: Pavilion, a Mercer Practice
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Investment Beliefs: Governance Bedrock for Investment Committees
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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.
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SPONSORED BY: American Century Investments
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The Making of a Glide Path
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Understanding the Impact of Design Decisions on Retirement Outcomes
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SPONSORED BY: Optum Bank
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Is financially preparing for a chronic condition possible?
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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.
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SPONSORED BY: Charles Schwab
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Diving into the Mindset of 401(k) Participants
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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.
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SPONSORED BY: Gallagher
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Building Better Financial Wellbeing
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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.
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SPONSORED BY: Custodia
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Missing Voices: What 401(k) Borrowers Can Add to the Loan Program Conversation
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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?
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