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 >
If you’re new to investing, there are lots of terms and concepts to understand. While it may seem intimidating, gaining an understanding of these six basic concepts can build your… Read more >
January 13, 2020 401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Investments, Pensions Read more >
Plan sponsors have long provided education on the magic of compound interest as a powerful force for retirement readiness. But most plan members—and even many plan sponsors—forget about the flip… Read more >
August 21, 2019 401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, Retirement Read more >