Investments

Talking Benefits Podcast: Riding the Investments Roller Coaster

The recent ups and downs of the stock market and the economy can be dizzying. In the latest podcast episode, my colleague Justin Held got the opportunity to talk to… Read more >

Workers Are Stressed Out About Money: 5 Tools to Help

The uncertain financial world of today is increasing the concerns of an already stressed workforce. A new International Foundation of Employee Benefits Plan study, Workplace Wellness and Financial Education Programs:… Read more >

The Multiemployer Retirement Plan Landscape: 10 DC Plan Takeaways

According to The Multiemployer Retirement Plan Landscape: A 15-Year Look (2004-2018), the average defined contribution (DC) plan account balance increased from increased from $18,300 at the end of 2004 to… Read more >

The Multiemployer Retirement Plan Landscape: 10 DB Plan Takeaways

According to the most recent data from The Multiemployer Retirement Plan Landscape: A Fifteen-Year Look (2004-2018), demographic trends in multiemployer plans have become less favorable as the number of actively… Read more >

Know Your Plan Custodian: What Does a Benefits Plan Custodian Do?

Know Your Plan Custodian: What Does a Benefits Plan Custodian Do?

As the safekeeper of plan assets, custodians are among the service providers that multiemployer benefit plan trustees have a fiduciary duty to monitor. Yet plan custodians are not discussed as… Read more >