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Five Key Concerns for Retirement Plans in 2020

New years are often viewed as opportunities for new beginnings. And while that may be true, it is also the case that a new year can present new problems – or in some instances, the continuation of old problems. When it comes to defined contribution…

The Lure of Non-Qualified Supplemental Retirement Benefit Plans

…80 to 90 percent referenced above) and the current reality. At that point, a SERP can be put into place to address the shortfall. SERPs can be constructed in various ways, included as “defined contribution” and “defined benefitplans, as will be familiar to most…

The Uncertain Future of the PBGC

…voluntary private defined benefit pension plans; provide timely and uninterrupted payment of pension benefits; and keep pension insurance premiums at the lowest level necessary to carry out its operations. Subject to other statutory limitations, PBGC’s insurance program pays pension benefits up to the maximum guaranteed…

Investing with “Style”: Growth and Value Stocks

…Retirement Services, a leading provider of retirement services to financial institutions and organizations nationwide, founded by the Federal Home Loan Bank System in 1943. Mr. Slade manages over $1 billion in internal bond portfolios and provides analytics and strategy for Pentegra’s Defined Benefit and Defined

The Ins and Outs of Fiduciary Outsourcing for Community Banks

…noted that investment fiduciary outsourcing can be appropriate for defined benefit and defined contribution plans of all sizes.) In addition, the day-to-day management of a plan involves, among other things, making sure the plan is running as it should be; nuts and bolts record-keeping; and…

What is Bitcoin?

…manages over $1 billion in internal bond portfolios and provides analytics and strategy for Pentegra’s Defined Benefit and Defined Contribution Plans. Mr. Slade holds a Ph.D. in Economics from University of Pennsylvania and a CFA, and has presented at a number of seminars and conferences….

Auto-Portability: A Way to Address 401(k) Leakage

…the EBRI refers to as the nation’s $4.1 trillion Retirement Savings Shortfall (RSS). On February 7, EBRI’s research director Jack VanDerhei wrote that auto-portability “would help keep the DC [defined contribution] assets in the retirement system and — in theory — reduce leakage from cashouts…

Wellness and Investing in Ourselves: How They Impact Our Human Capital

…Services, a leading provider of retirement services to financial institutions and organizations nationwide, founded by the Federal Home Loan Bank System in 1943. Mr. Slade manages over $1 billion in internal bond portfolios and provides analytics and strategy for Pentegra’s Defined Benefit and Defined Contribution…

How Well Have Employer-Provided Benefits Kept Up With Pay?

…from 30.9% in 2013 to 31.7% in 2018. The main benefits category showing the greatest share of total compensation increase was retirement and savings (defined benefit (DB) and defined contribution (DC) plans), which increased from 4.7% in 2013 to 5.3% in 2018. Conversely, the health…

Five Key Concerns for Retirement Plans in 2019

New years are often viewed as opportunities for new beginnings. And while that may be true, it is also the case that a new year can present new problems – or in some instances, the continuation of old problems. When it comes to defined contribution…