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Pension, Retirement & Markets: 5 Key Trends to Watch in 2020

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…

What 401(k) RESA Legislation Means for MEPs and PEPs

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….

The Federal Government May Be Getting Serious About Retirement – Finally

…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, serial employment,…

How Are RoboAdvisors Changing the Investment Industry?

…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…

Five Key Concerns for Retirement Plans in 2020

…to help plan participants with retirement fund accumulation, but also to explore the different methods and timings of how to translate those savings into retirement income. In addition, the Retirement Enhancement and Savings Act (RESA), which failed to be brought up for a vote in…

Supporting a Bill for Forming a Federal Retirement Commission

…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, serial employment, gig economy,…

Five Key Concerns for Retirement Plans in 2019

…plans (open MEPs). In addition, the Retirement Enhancement and Savings Act (RESA), which failed to be brought up for a vote in the Senate last year, is expected to be reintroduced this year. The bill would expand multiple employer plans (MEPs) and alter some restrictions…

The Fiduciary Standards Conversation is Just Beginning

…current fiduciary law and the country’s options with respect to standards of care, see my paper “Blueprint for a Universal Fiduciary Standard of Care in the U.S. Financial Services Industry,” published in the New York University Review of Employee Benefits and Executive Compensation in 2017….

Decumulation – Strategies and Trends

…of decumulation work together. We’ll discuss how employers and advisors can offer effective plan designs that allow employees to maximize their options, and throughout, we’ll weave in tips and food for thought for your employees to consider to help set them up for retirement success!…

Pensions, Retirement and Markets: 5 Questions for 2018

As we look ahead, here are 5 issues which are likely to impact the retirement and pension industry in 2018: Will tax reform impact savings and retirement? – It is still far from certain that comprehensive tax reform will be passed by Congress, given the…