Insights


Showing our 403(b) Insights article library.

Showing entries with the topic “Communication & Education”.

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22

Jul 2019

Decumulation Confusion: The 4% Rule

In part-three of our decumulation series, we discuss the 4% Rule, a time-honored method of withdrawing funds from retirement plans and annuities.

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19

Jun 2019

Decumulation Confusion: The Annuity Conundrum

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.

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17

May 2019

A Closer Look: Decumulation Confusion

​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.

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25

Feb 2019

Using Financial Wellness to Attract and Retain Employees

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?

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23

Jan 2019

Effectively Communicating Your Retirement Plan Message

​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?

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24

Oct 2018

Case Study: Glens Falls Hospital

For many years, Glens Falls Hospital, a not-for- profit community hospital located in Glens Falls, New York, has been a diligent fiduciary steward of their retirement program, all with a keen eye on the overall goals of their plan.

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