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December 13, 2016

Spending Down

Significant numbers of defined contribution plan participants, upon retirement, are left to determine on their own the best way to organize and spend down their assets. One possible path forward for these participants is to craft a “bucket” strategy—preferably with the support of a financial adviser but, if necessary, on their own.Read more >

Auto-Features, Education Can Increase DC Plan Participation

There are several reasons employees may not participate in their employer-sponsored retirement plans, but plan design features and the right education can help give them a push.Read more >

DC Plan Participation Rates Vary by Employee, Employer Characteristics

Among all workers, 44% participate in a defined contribution (DC) retirement plan according to a Beyond the Numbers report from the Bureau of Labor Statistics, “Defined contribution retirement plans: Who has them and what do they cost?” Data from the BLS National Compensation Survey (NCS) shows overall employee participation rates for DC plans vary significantly by some worker characteristics.Read more >

Ask the Experts
Year-End Action Items for 403(b)s

“As 2016 comes to a close, are there any year-end retirement plan action items that warrant special attention?”Read more >

David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.

Public-Sector Employees Confident in Retirement Income Prospects

Most public-sector employees do not know how much they need to save for a comfortable retirement, nor have they planned and saved specifically for medical expenses in retirement, according to TIAA’s 2016 Retirement Confidence Survey of the State and Local Government Workforce. Still, about 20% are very confident that they are saving and investing appropriately for retirement, with approximately 55% somewhat confident in their savings and investing.Read more >

Providers Respond to Trump DOL Secretary Pick

Donald Trump has nominated an outspoken critic of federal government regulation as Department of Labor (DOL) secretary, placing more uncertainty on the future of the fiduciary rule, according to some observers.Read more >

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Editorial: Rebecca
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