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July 21, 2017

The Flaws in a New Standard

By taking a close and critical—even contrarian—look at the subject of “using retirement readiness as a plan performance benchmark,” one may conclude that the bulk of retirement readiness metrics employed today by defined contribution (DC) retirement plan sponsors have limitations. Retirement readiness cannot be expressed as a simple score or a single metric.Read more >


Uncovering Hidden Risks in Fixed-Income TDF Allocations

Brett Wander and Jake Gilliam of Charles Schwab say plan sponsors should consider re-examining their target-date fund (TDF) fixed-income allocations, with an eye toward identifying potential heightened downside exposure risk.Read more >


Employers Have Shifted Allocation of Benefits Dollars

There has been a seismic shift in the allocation of benefit dollars, Willis Towers Watson says. But, this is not in line with employees’ primary concerns, needs and preferences.Read more >

Ask the Experts
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. rebecca.moore@strategic-i.com 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.


Saving for Retirement Not a Current Priority for Many Millennials

Thirty-seven percent of Millennials said retirement is too far away to address as a main goal, particularly in light of current financial responsibilities, according to a BMO Wealth Management survey.Read more >


Lawmakers Request Guidance for Auto-Portability of Retirement Savings

In a letter to Department of Labor (DOL) Secretary R. Alexander Acosta, U.S. Senator Tim Scott (R-South Carolina) and other lawmakers requested that the DOL issue an advisory opinion or other appropriate guidance regarding application of the Employee Retirement Income Security Act (ERISA) to auto-portability of retirement savings.Read more >


GAO Recommends Phased Retirement to Preserve Boomers' Knowledge Base

In a report to the U.S. Senate Special Committee on Aging, the Government Accountability Office (GAO) recommends that employers adopt phased retirement programs, so that they will not suddenly lose the knowledge and experience of Baby Boomers. However, only 15% of workers between the ages of 61 and 66 are semi-retired, according to the GAO.Read more >


States Take Similar Action to Private Sector in Reducing Health Benefits Costs

A study finds an increase in cost sharing and the offering of consumer-directed health plans.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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