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 >
Cara McMullin
August 2, 2022
Canada, Employee Benefits, Employee Benefits Survey, Financial Education, Financial Wellness, Investments, U.S.employee benefits, financial education, financial literacy, financial security, financial well-being, financial wellness, mental health
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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 >
Tim Hennessy
July 7, 2022
Employee Benefits, Financial Education, Financial Wellness, Investments, U.S.alternative investments, employee benefits, impact investing, investment costs, investments
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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 >
Justin Held, CEBS
February 9, 2022
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, U.S.401(k), defined contribution plans, employee benefits, multiemployer defined contribution plans
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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 >
Justin Held, CEBS
January 24, 2022
Defined Benefit (DB) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, Multiemployer, Pensions, U.S.defined contribution plans, employee benefits, multiemployer defined benefit plans, multiemployer pension plans, stock market
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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 >
Kathy Bergstrom, CEBS
May 24, 2021
Employee Benefits, ERISA, Investments, Multiemployer, Regulatory, Retirement, U.S.ERISA, fiduciary, investments, multiemployer trustee boards, plan custodian, plan sponsors, retirement plans, trustee
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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 >
Justin Held, CEBS
December 3, 2020
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Investments, Retirement, U.S.ESG, investments, SRI investing
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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 >
Robbie Hartman, CEBS
November 2, 2020
Canada, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Investments, Retirement, U.S.DC plans, retirement security
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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 >
Jenny Lucey, CEBS
September 28, 2020
Employee Benefits, Investments, Retirement, U.S.DOL, ERISA, fiduciary
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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 >
Justin Held, CEBS
September 21, 2020
Canada, Employee Benefits, Investments, U.S.alternative investments
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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 >
Guest Contributor
April 22, 2020
Coronavirus (COVID-19), Defined Benefit (DB) Plans, Employee Benefits, Investments, Pensionscoronavirus, coronavirus and the workplace, COVID-19, investments, pension assets
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