The ERISA Advisory Council has provided the DOL with recommendations for design and delivery improvements with respect to the Summary Plan Description, the Annual Funding Notice and the...
EBRI also found not only do individual account assets make up a large portion of families’ financial assets, but those with individual account assets also have substantially higher...
Chuck Coldwell, vice president - national director, Consulting and BOLI Services at Pentegra, believes as an industry, we still have not reached the goal of getting the majority...
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.
“It is so important to partner with providers to take some things off plan sponsors’ desks,” says Melissa Musial, marketing research and data manager, retirement services, at OneAmerica.
They earn less than older generations, are less likely to participate in a retirement plan, and will have to contend with longer life spans and rising health care...