Tag: Participants
dean's list
Staying on Course
One of my favorite quotations is George Santayana's, "Those who cannot remember the past are doomed to repeat it."
Generation Yers Go Their Own Way
Advisers could take note that members of Generation Y might like to make their own investment decisions, but they are also interested in more sources of financial information...
trendspotting
Providers Unsuccessful at Retaining DC Plan Assets
Due to insufficient focus on retention, the inability to reach the plan participant at the appropriate time, and failure to build a relationship with the participant prior to...
retirement income
The Inside Story
It's up to advisers to help sponsors and participants understand in-plan 'guaranteed' income products
Gen X,Y Could Use More Savings Help
Younger workers are aware of the importance of saving for retirement, but it just seems so far away, they say as they cash out their 401(k)s.
Gen X, Y Support Autoenrollment
An overwhelming 85% of surveyed members of Generations X and Y think it’s a good idea for employers to voluntarily enroll workers in a retirement savings plan, according...
A Little Change: Will it Do You Good?
How well your clients can handle change is going to affect how they should prepare for retirement.
Perspective: The Participant Experience
Every day, we come across magazine, newspaper, and other media stories that focus on the savings shortfall Americans are already experiencing—and will continue to experience as they head...
servicing strategies
The Young and Restless
How retirement plan advisers can better reach a young, transient workforce
dean's list
“View” Points
We hadn’t gotten very far into the agenda of PLANSPONSOR’s Plan Designs conference in June when a plan sponsor asked the question that, IMHO, is on a lot...
investment-oriented
A Calculated Risk
Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
beyond (k)
Correction Appended
The IRS offers ways for deferred compensation plans to correct mistakes voluntarily