Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 12th, 2019

Liquidity Buckets and Other Strategies to Protect Boomers’ Savings

Experts say Baby Boomers must be proactive about building sufficient short-term liquidity into their strategies for managing assets through retirement; this will help them avoid making withdrawals from depressed equity investments during bouts of volatility. Read more >
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking. Read more >
Familial Caregiving Impacts Many Clients’ Finances
One if five U.S. adults currently assists an older family member with daily tasks or housing, according to a new survey from RBC Wealth Management; in addition to causing stress and anxiety, the impact of caregiving can be significant on an individual’s financial health. Read more >
Aggressive Saving Is Simply Essential
A detailed analysis prepared by Aon suggests the typical worker would have to start saving at age 25 and put away 16% of pay annually—including the employer retirement plan match—to achieve a stable retirement outlook by age 67. Read more >