PSNC 2021: Managing Crisis: Investing Lessons From an Aging Workforce
There are plan design features, communications and investment options that can help participants near retirement stay on track for retirement...
Tag: retirement plan design
What Advisers Would Like Plan Sponsors to Better Understand
Advisers wish fiduciary responsibilities were more top-of-mind for committees and that sponsors would better define what success means for their...
Benefits |
The Future of Public DC Programs Includes a Focus on Financial Wellness
The pandemic and new data are highlighting the need for more financial wellness help, as well as assistance with asset...
Helping Workers Rebuild Their Retirement Savings Post-Pandemic
Plan sponsors should stress the need to save for retirement and allay fears about market volatility, among other things.
Mercer Re-evaluates Retirement Practices for 2021
More employers are emphasizing employee needs as they look to the new year, Mercer says.
Increasing Participant Trust in Retirement Plans and Sponsors
Plan sponsors should tout the ways they are helping participants with their plan designs and good governance processes.
Gen Z Needs Opportunity to Save for More Than Just Retirement
Gen Zers likely had a great start to saving for retirement, but they are facing near-term financial challenges.
Repositioning Financial Wellness and Retirement Benefits for 2021
Plan sponsors can take steps now to make sure their plans are ready to meet fiduciary obligations and participants’ needs...
Managing a Retirement Plan Re-enrollment for 2021
Plan sponsors need to consider the effects of the COVID-19 pandemic on their businesses and participants before implementing a re-enrollment...
Opinions |
How Times of Turbulence Can Show What Your Plan Is Really Made Of
Ben Lewis, with TIAA, discusses why it may be a good time for plan sponsors to review their plans and...
COVID-19 Has Made the Retirement System Weaker
A working paper discusses how the pandemic has affected retirement plans and what needs to be done for the retirement...
A Retirement Plan Wake-Up Call From COVID-19
Nontraditional retirement plan providers suggest plan design will be more driven by behavioral finance and participant communications and advice will...
Advancing DC Plan Design
Many features are working to help DC plan participants grow their savings, so it’s time to look at investments for...
Keeping Retiree Assets in DC Plans Benefits Sponsors and Participants
The benefits of keeping assets in the plan should be communicated to retirees, and plan sponsors should adjust design to...
Pandemic May Stall Implementation of Certain DC Plan Decisions
The effects of the COVID-19 pandemic have plan sponsors contemplating what to do about scheduled re-enrollments, the (RFP) process and...
Plan Sponsors Facing Difficult Decisions During Coronavirus Pandemic
Stopping employer matching contributions, laying off employees, adjusting DB plan contributions; plan sponsors need to understand the effects of each...
Next Steps for 403(b) Plan Sponsors
Now that plan documents will be cleaned up, 403(b) plan sponsors can focus on strategic tasks such as plan design...
Opinions |
Now Is the Time: The Retirement Tier
Peg Knox, Defined Contribution Institutional Investment Association (DCIIA) discusses the “retirement tier,” which allows a DC plan sponsor to broaden...
Can Plan Sponsors Limit the Automatic Enrollment Opt-Out Period?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Retirement Plan Features to Consider Pruning
Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness.