Client Service

Annuities’ Bad Rap

Research shows a link between a good comprehension of annuities and a more favorable view of the products; unfortunately, annuity know-how remains low among individual investors.

Decumulation Is Personal

New income solutions are focusing on customization and flexibility, in recognition of the fact that spending in retirement is more complicated than saving for it.

The New Vesting Schedule Debate

Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry about whether vesting schedules may in fact disappear.

What Exactly Is Driving the Great Resignation?

Panelists at EBRI’s Spring Policy Forum discussed how various demographic groups tend to reenter the labor force, how workers are supporting themselves if they choose not to return and various other factors impacting labor force participation in 2022.