Pension, Retirement and Markets: 5 Key Trends to Watch in 2020 highlights five trends in the capital markets and retirement industry which are expected to impact pension sponsors and retirees this year. U.S. Equity Market What are some cautionary signs in 2020 after the 2019…
Join us as we kick off the 2021 PENTalkTM series with our 5th annual Pensions, Retirement and Markets installment: 5 Key Trends to Watch in 2021. We’ll share insights highlighting five trends in the capital markets and retirement industry which are expected to impact pension…
Pentegra’s latest study reflects current trends from banks and financial institutions on how they are attracting and retaining talent through their benefits package. Join us as we explore details of the report and gain insight into the following trends: Key goals for bank benefit programs…
By Pete Swisher, CFP®, CPC, TGPC Senior Vice President, Pentegra Retirement Services By now the retirement industry recognizes that MEPs will play an expanded role in the future of the U.S. retirement system. The question for most retirement specialists is what to do about it….
…defined benefit to defined contribution models. A comprehensive review of private retirement coverage, individual and household accounts balances, investment trends, costs and net returns, and retention and distribution during retirement. A comprehensive review of societal trends, including wage growth, economic growth, unique small business challenges,…
“Highlighting five trends in the capital markets and retirement industry which are expected to impact pension sponsors and retirees this year. Tax Reform Interest Rates PBGC Premiums The DOL Fiduciary Rule Exchange traded funds (ETFs) “…
…grow. RoboAdvisors can offer a wide range of investment choices (including actively managed and niche assets), portfolio optimization and frequent portfolio rebalancing. However, there are a number of potential downsides and caveats with respect to RoboAdvisors: Lack of Transparency: There is no industry standard regarding…
…As retirement plan providers and advisor-partners, it is incumbent upon our industry to remind plan sponsors of these responsibilities. In some cases, outsourcing these fiduciary responsibilities might be an even better solution. Distraction. This can be a significant contributing factor to litigation. As a recent…
Question: “When is it time to rethink your strategy?” Answer: “Always!” Self-evident? Perhaps, but a recent PwC study entitled “Retirement in America: Time to Rethink and Retool” provides some intriguing insights into where our industry stands now, and what it can do to improve the…
A number of bills are under consideration by the 117th U.S. Congress that could have intriguing consequences for the retirement industry. The caveat, of course, is whether any of those bills will even come to a vote, much less pass, given the fierce partisan battles…
The primary and, arguably, only reason individuals invest in defined contribution (DC) plans is to eventually have adequate income for retirement. Until recently, it seems the retirement industry has lost sight of that end goal. Many of the machinations of plan committees, plan advisors and…
…messages, and websites. Acting as a fiduciary for most of the clients we do business with in the ERISA 3(16) marketplace, we have had a keen interest in this topic for the past few years – and we are big proponents of the new rule,….