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 >
August 2, 2022 Canada, Employee Benefits, Employee Benefits Survey, Financial Education, Financial Wellness, Investments, U.S. 0 Read more >
Has your budget kept pace with the growing expense of your everyday needs? Are inflation, rising interest rates and market instability making you anxious? You’re not alone—Everything is more expensive… Read more >
July 7, 2022 Employee Benefits, Financial Education, Financial Wellness, Investments, U.S. Read more >
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 >
February 9, 2022 401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, U.S. Read more >
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 >
January 24, 2022 Defined Benefit (DB) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, Multiemployer, Pensions, U.S. Read more >
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 >
May 24, 2021 Employee Benefits, ERISA, Investments, Multiemployer, Regulatory, Retirement, U.S. Read more >
Despite growing demand for sustainable, responsible and impact (SRI) investments from participants, a small percentage of 401(k) plans provide such options in their investment menus. In a Benefits Magazine article… Read more >
December 3, 2020 401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Investments, Retirement, U.S. Read more >
The retirement security of defined contribution (DC) plan members is greatly influenced by their saving and investment choices as well as the timing and performance of financial markets. But plan… Read more >
November 2, 2020 Canada, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Investments, Retirement, U.S. Read more >
The definition of a fiduciary under ERISA has fluctuated in the past decade. In 2016, the Department of Labor (DOL) issued a rule redefining the meaning of the term fiduciary… Read more >
September 28, 2020 Employee Benefits, Investments, Retirement, U.S. Read more >
Finding the right asset allocation for your fund is no easy task. A presentation by Kevin M. Schmid of Gallagher Fiduciary Advisors, LLC, titled Improving Your Asset Allocation, explored the… Read more >
September 21, 2020 Canada, Employee Benefits, Investments, U.S. Read more >
The COVID-19 pandemic has caused a great deal of uncertainty for overseeing the investment of pension assets. For those managing investments, it’s important to understand the uncertainty and how it… Read more >
April 22, 2020 Coronavirus (COVID-19), Defined Benefit (DB) Plans, Employee Benefits, Investments, Pensions Read more >