Feature PLANADVISER May/June 2022

Design and Stability

Evaluating the investment menu in inflationary times.

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Data & Research

August 20th, 2025

Half of Retirees ‘Terrified’ of Tariffs Draining Savings, per Nationwide

Nearly two-thirds of retirees surveyed said Social Security payments could never keep pace with inflation stemming from tariffs, according to...

Data & Research

August 11th, 2025

Can Financial Stress Be a Good Motivator?

Surveys by Achieve and Empower found more than half of respondents rate their finances as ‘poor’ or ‘fair,’ but nearly...

Data & Research

July 31st, 2025

Participants Are Less Optimistic About Reaching Savings Goals, Schwab Survey Finds

More than half (57%) of participants surveyed considered inflation a top obstacle to achieving a comfortable retirement.

Trends PLANADVISER May/June 2022

All Eyes on PEPs

Some small employers are warming to the plans.

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Products

August 25th, 2025

Aon PEP Tops $5B in Assets, 100K Participants

PEP participation is growing as the pooled plans offer an option to the complexity and scale of managing a standalone...

Compliance

July 29th, 2025

DOL Asks For Industry Suggestions About Improving PEPs for Small Employers

The Employee Benefits Security Administration will accept input for 60 days.

In Practice

July 23rd, 2025

Taking Stock of the Continued Evolution of PEPs

More than four years and $10 billion in assets into their launch, experts discuss the benefits, the challenges and the...