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…
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….
…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,…
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…
“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…
…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…
…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,…
…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…
…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….
…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!…
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…