U.S.

Using Financial Education to Overcome Inequalities

Using Financial Education to Overcome Inequalities

Robbie Hartman, CEBS
 

“The well-known business argument for financial wellness programs is the payback of at least $3 for every $1 invested by increasing worker productivity and retention,” said Rebecca Sudano, senior vice president and partner with BDO Canada Limited. In addition, financial wellness programs […]

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 […]

The Multiemployer Retirement Plan Landscape: 10 DC Plan Takeaways

The Multiemployer Retirement Plan Landscape: 10 DC Plan Takeaways

Justin Held, CEBS
 

According to The Multiemployer Retirement Plan Landscape: A 15-Year Look (2003-2017), the average defined contribution (DC) plan account balance increased significantly from 2003 to 2017, growing to $43,500 while aggregate disbursements also grew. The increase in disbursements—coupled with a lack of growth […]