Showing our Corporate Retirement Insights article library.
Showing entries with the topic “Retirement Readiness”.
Show all >
SRC, a not-for-profit research and development organization, set out to improve their retirement plan benefit, ultimately reducing administrative costs by 54%, streamlining the investment lineup and improving employee communication and education - all without converting recordkeepersRead more
The number of hardship distributions has been on the rise, since legislation was passed making it easier to take them. Learn why plan sponsors and retirement plan participants should be concerned and what organizations can do to help.Read more
Learn how WPI's focus on reducing fees, fairly allocating costs, and structuring their plan thoughtfully has helped to position their employees for successful retirements.Read more
Slowing economic growth and a flat yield curve may be signaling a potential recession on the horizon. As certain asset classes perform better than others in a recession, we explore the steps retirement plan investors can take to help protect their portfolios.Read more
The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employeesRead more
Many plan sponsors are focused on increasing their employees' retirement readiness. With communication and education initiatives falling short, some have turned to plan design to help drive better outcomes.Read more
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of too many investment options.Read more
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
With more than 100 lawsuits filed against the fiduciaries of defined contribution retirement plans for breach of their responsibilities, litigation has plagued the retirement plan industry over the past decade. The claims in these lawsuits cover a broad range of topics and issues related to actions …Read more