Tag: Plan design

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.
PAJF22 Plan Design_Harry Campbell-web

Getting to Yes

When alignment on plan-design changes requires overcoming common objections.

Plan Success Beyond the Usual Statistics

High-level averages are often used to talk about the retirement readiness of a given defined contribution plan population, but the numbers can be misleading when it comes to assessing real outcomes for individual employees.