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In part-three of our decumulation series, we discuss the 4% Rule, a time-honored method of withdrawing funds from retirement plans and annuities.Read more
In part-two of our decumulation series, we discuss annuities; the presence and promotion of which as a decumulation solution is perplexing to many retirement plan participants and retirees.Read more
Just as the accumulation of sufficient assets for retirement is critical to a successful retirement outcome, proper decumulation, or the spending of those assets throughout retirement, is equally important.Read more
Learn how the University of Pittsburgh created a best-in-class retirement plan program as part of a large-scale focus to provide better services, communications, and outcomes to nearly-25,000 retirement plan participants.Read more
Could the actual words used within your employer communications be hindering participants' understanding? Two recent studies shed some light on what causes participant confusion and the importance of selecting the appropriate terminology for communication pieces.Read more
Healthcare organizations typically have high turnover and high demand, and thus, attracting and retaining employees is paramount. How can retirement plan sponsors use financial wellness programs - and their retirement plans - to set their organizations apart?Read more
In a recent survey, more than 75% of participants indicated that their plan's communication program does not help them make confident decisions. What can plan sponsors do to effectively communicate their message?Read more
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.Read more
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that retirement plan participants withdraw at least a small portion of their account balances by April 1st of the year in which they turn 70½ or retire.Read more