Tag: retirement plan design

Just the Facts

Consumers Keep Flocking to Annuities After a record-breaking 2022, retail annuities surpassed all of their previous quarterly sales numbers since LIMRA began keeping track, in 2008, say preliminary results...

Greater Access

Adjust the plan—or craft a new one—to cover a client’s excluded workers.

Greater Expectations

Many advisers have work to do, to help their clients help their workers attain retirement readiness.

Advisers Can Help Start-Up Retirement Plans Evolve

PLANSPONSOR’s 2018 Defined Contribution Survey found many start-up plans have not yet adopted plan design best practices and many are unsure about fees, but fortunately, nearly two-thirds employ the services of a retirement plan adviser or institutional investment consultant.

Inertia Remains a Plan Sponsor Problem, Too

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.