Benefit plan trustees have been giving increased attention to alternative asset classes. Before investing in these classes, it is important define what alternative investments are, identify the most prevalent types… Read more >
Justin Held, CEBS
February 2, 2017
Employee Benefits, Investments, Pensions, Retirementalternative investments
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What do the election results mean for employer-sponsored benefits? Which campaign promises will come into play and how? These pressing questions and more were answered during the International Foundation webcast… Read more >
Anne Patterson
December 1, 2016
Affordable Care Act (ACA), Cadillac Tax, Defined Contribution (DC) Plans, Employee Benefits, Legislative, Paid Leave, Paid Time Off (PTO), Regulatory, Retirementelection
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So . . . Why does a $190 billion, 103-year-old public pension fund especially need to watch its spelling and grammar on member communication materials? Because it represents 896,000 public… Read more >
Anne Patterson
November 22, 2016
Employee Benefits, Financial Education, Financial Wellness, Pensions, Public Plans, Retirement
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Are you considering implementing a workplace financial education program? Start the process by answering the “five Ws,” says one expert. “A thrown-together program is going to get you only so… Read more >
Kathy Bergstrom, CEBS
November 15, 2016
Canada, Employee Benefits, Financial Education, Financial Wellness, Retirement, Wellness
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No matter your political bent, you’d have to agree the 2016 elections have been one for the record books. Now that we know the results, we can look ahead to… Read more >
Julie Stich, CEBS
November 9, 2016
Affordable Care Act (ACA), Employee Benefits, Paid Leave, Regulatory, RetirementElection 2016
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The yard signs and bumper stickers are up, your prime time show schedules are getting juggled around to accommodate debate broadcasts, you’re noticing more donkeys or elephants than ever before:… Read more >
Anne Patterson
October 20, 2016
Employee Benefits, Health Care, Legislative, Regulatory, Retirementelection
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One of the challenges of being in the benefits field is persuading people to take action. We want them to participate in an annual health risk assessment, exercise, get their… Read more >
Pat Bonner, Ph.D., CEBS
September 29, 2016
Communication, Employee Benefits, Financial Education, Financial Wellness, Retirement
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Rarely does a day pass when there isn’t a news headline decrying how few people are saving for retirement, and among those who are saving, most aren’t saving enough. With… Read more >
Pat Bonner, Ph.D., CEBS
August 5, 2016
Communication, Financial Education, Financial Wellness, Retirement
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On April 6, after years of work, comments, hearings, discussions and more work, the U.S. Department of Labor released a final rule clarifying the term “fiduciary” as it relates to… Read more >
Julie Stich, CEBS
June 29, 2016
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, ERISA, Regulatory, Retirementconflict of interest, fiduciary rule
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In the early years of the shift from defined benefit (DB) to defined contribution (DC) plans, most attention was directed at saving for retirement. Today, there is a growing realization… Read more >
Pat Bonner, Ph.D., CEBS
June 9, 2016
401(k) Plans, Canada, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Retirement
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