Investments

Communication Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness Investments Regulatory U.S.

Three Trustee Actions During Market Volatility
Jenny Gartman, CEBS
 

Recent bank failures and resulting market volatility have captured headlines in recent weeks, and many individual investors reacted quickly. However, when it comes to fulfilling their fiduciary duty in the face of unexpected news, trustees should remain calm to avoid costly investment […]

Continue Reading....
Canada Employee Benefits Employee Benefits Survey Financial Education Financial Education (U.S.) Financial Wellness Investments U.S.

Workers Are Stressed Out About Money: 5 Tools to Help
Cara McMullin
 

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: 2022 Survey Results, indicated that the personal factor most impacted by financial […]

Continue Reading....
Employee Benefits Financial Education Financial Education (Canada) Financial Wellness Investments U.S.

Capitalizing on Multi-Asset Credit Strategies in Uncertain Times
Tim Hennessy
 

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 and increasing interest rates and economic uncertainty add additional complexity for investors […]

Continue Reading....
401(k) Plans Defined Contribution (DC) Plans Employee Benefits Financial Education Financial Wellness Investments U.S.

The Multiemployer Retirement Plan Landscape: 10 DC Plan Takeaways
Justin Held, CEBS
 

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 $42,300 at the end of 2018, while aggregate disbursements also grew. The […]

Continue Reading....
Defined Benefit (DB) Plans Employee Benefits Financial Education Financial Wellness Investments Multiemployer Pensions U.S.

The Multiemployer Retirement Plan Landscape: 10 DB Plan Takeaways
Justin Held, CEBS
 

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 working participants have decreased relative to the number of inactive and retired […]

Continue Reading....
SRI Investments in 401(k) Plans—Myths and Challenges for Plan Sponsors
401(k) Plans Defined Contribution (DC) Plans Employee Benefits Investments Retirement U.S.

SRI Investments in 401(k) Plans—Myths and Challenges for Plan Sponsors
Justin Held, CEBS
 

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 from earlier this year, Gregory D. Wait, CEBS, reviews the challenges that […]

Continue Reading....
Canada Defined Contribution (DC) Plans Employee Benefits Financial Education Investments Retirement U.S.

Three Steps Plan Sponsors Can Take to Bolster Retirement Security
Robbie Hartman, CEBS
 

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 sponsors and trustees still have an opportunity to positively influence the retirement […]

Continue Reading....