According to Willis Towers Watson’s Thinking Ahead Institute’s 2018 Global Pension Assets Study, the institute sees shifts in investment models for retirement plans across the globe.
Tag: DC plans
In the majority of cases, the plan’s consultant/adviser conducts the benchmarking (82.8%)—higher than in prior years, Callan finds.
A final rule opens the current program to terminated DC plans and small professional service defined benefit plans.
The app generates a personal projection of monthly income in dollars or, if preferred, shows the progress towards a stated financial wellness goal in retirement as a percentage of pre-retirement income.