7 retirement trends to watch in 2017
Increased financial wellness efforts, greater automation and recordkeeper consolidation should be on benefits professionals’ radar.
Retirement income
Obama wants millions of Americans in his retirement plan. So far he’s got 20,000
If myRA, President Obama’s signature retirement plan, were a private-sector startup, it would probably be getting some heat from its venture capital backers right about now.
Benefits Think How to prepare for mandatory payroll deduction savings programs
Employers that sponsor retirement benefits may wonder if their non-eligible employees will be required to participate in these state-sponsored programs.
Melissa Shimizu
Fisher Phillips
Pension Protection Act made retirement security more tenuous
The 2006 rule prompted private sector employers to cut or freeze pension plans, new research indicates.
The year in retirement: Fiduciary rule, lawsuits ‘raise consciousness’
Thanks to legal battles and federal regulations, plan participants are expecting more of their advisers than ever before.
Pension Protection Act made retirement security more tenuous
The 2006 rule prompted private sector employers to cut or freeze pension plans, new research indicates.
Benefits Think How to prepare for mandatory payroll deduction savings programs
Employers that sponsor retirement benefits may wonder if their non-eligible employees will be required to participate in these state-sponsored programs.
Melissa Shimizu
Fisher Phillips
The big trends that will reshape retirement in 2017
Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.
Benefits Think Why Trump won’t roll back new fiduciary rule
A good case can be made that the President-elect will be too busy with more important matters to roll back the regulations prior to their 2017 effective date.
Robert C. Lawton
Lawton Retirement Plan Consultants
10 investment actions for DB plans in 2017
Willis Towers Watson says a variety of operational, strategic and portfolio management goals will help plan sponsors best utilize resources to improve outcomes.
The big trends that will reshape retirement in 2017
Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.
Benefits Think Why Trump won’t roll back new fiduciary rule
A good case can be made that the President-elect will be too busy with more important matters to roll back the regulations prior to their 2017 effective date.
Robert C. Lawton
Lawton Retirement Plan Consultants
Benefits Think How to keep a record keeper relationship on track
It is a plan fiduciary’s responsibility to keep up with best practices, such as monitoring responsiveness and overall communication, says consultant Rhonda Berg.
Rhonda Berg
Pavilion Advisory Group Inc
Is AI the next evolution of robo-advisors?
Dream Forward 401(k) partners artificial intelligence with human advisers to improve customer experience.
How (and why) employers are reinventing DC plans
Is the next big retirement push to make defined contribution plans more like defined benefit plans? Industry insiders think so.
How to boost Social Security checks by 85 percent
For Americans, few decisions are as financially consequential as choosing when to take Social Security. Or as hard.
More firms freezing, closing DB plans
Plan sponsors are taking on more risk to boost assets and lower plan liabilities.
Benefits Think How to help small business clients understand the 401(k) process
Employee benefit advisers are tasked with helping managers cut through the complexity of these plans.
Nathan Fisher
Fisher Investments
The blue state plan to fix retirement
The goal in California, Oregon, Illinois, Maryland, and Connecticut over the next few years is to give nearly every worker the chance to save for retirement at work.
Why employers need to reevaluate their DC plans
Willis Towers Watson gives tips on what plan sponsors should keep top of mind for 2017.
