Retirement Archives - Page 14 of 18

Benefit Plan Investments 101: Alternative Investments

Justin Held, CEBS

02 Feb 2017

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 and understand why investors are adding alternative classes to their portfolios. Alternative […]

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Trump + Employee Benefits: Washington Insiders Tell All

Anne Patterson

01 Dec 2016

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 Inside the New Administration & Congress: What’s Next? The webcast featured three […]

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Teachers Get Schooled in Financial Education

Anne Patterson

22 Nov 201624 Jan 2017

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 school educators throughout California. CalSTRS, the California State Teachers’ Retirement System, shared […]

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Five W’s of Workplace Financial Education

Kathy Bergstrom, CEBS

15 Nov 201624 Jan 2017

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 far. An effective financial education program starts out with a well-thought-out plan,” […]

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Benefit Industry Views on the Trump Platform

Julie Stich, CEBS

09 Nov 2016

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 what may happen in our world of benefits over the next few […]

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How Will the Election Impact Benefits?

Anne Patterson

20 Oct 201620 Oct 2016

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: It’s election season. But one aspect you might not have considered is […]

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Retirement Planning Testimonials Beat Eye-Popping Data

Pat Bonner, Ph.D., CEBS

29 Sep 201609 Nov 2017

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 children vaccinated, save for retirement . . . the list goes on […]

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Promoting Retirement Saving? Accentuate the Positive

Pat Bonner, Ph.D., CEBS

05 Aug 201609 Nov 2017

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 all the warnings of a retirement crisis and people facing poverty in […]

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Ten DOL Fiduciary Rule Questions Answered

Julie Stich, CEBS

29 Jun 201629 Jun 2016

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 financial and investment advisers and spelling out when conflicts of interest arise […]

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Decumulation: Cracking the Retirement Nest Egg

Pat Bonner, Ph.D., CEBS

09 Jun 201609 Nov 2017

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 that more consideration must be given to decumulation—account withdrawals after retirement. For […]