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Half of Households at Risk of Lower Living Standards in Retirement

Ted Godbout

Retirement readiness remains a major challenge for many of today’s working-age households that may need to save more and/or work longer to improve their prospects for a secure retirement.  That’s according to the Center for Retirement Research’s newly released National Retirement Risk Index (NRRI), which measures the percentage of working-age... Read More >>

Missing Participants: DIY or Locator Service?

Hattie Greenan

Sponsored by MFS Investment Management.    One of the sessions at last week’s National Conference was about missing participants. One of the suggestions was to engage a commercial locator service to help track down participants. Though most of the audience did not use such a service, some did and we wondered how prevalent this is among members.... Read More >>

Retirement Savers, Investors Believe AI Will Change Everything

John Sullivan

A wide majority of investors believe artificial intelligence (AI) will be an investing and trading game-changer and help advisors better serve clients, yet most (thankfully) also believe AI will never replace human advice. Morgan Stanley Wealth Management recently announced the results of its quarterly individual investor pulse survey. The results... Read More >>

Be a BOSS, don’t let your participants get lost!: PSCA National

Hattie Greenan

One of the breakout workshops at PSCA national focused on the much talked-about challenge of tracking down missing participants. Judging by the hundreds of session attendees, it is a topic top-of-mind for plan administrators. The workshop was presented by plan sponsors Sharon Heymans with Occidental Petroleum Corporation, Rick Kucirek with Christ... Read More >>

Analyzing Participant Data by DEI Factors

Hattie Greenan

Sponsored by MFS Investment Management.    As there has been some recognition in the industry in the last couple of years about the retirement savings gap by gender and race, and many articles discussing how companies can beginning to address these gaps, we wondered if plan sponsors are looking at their participant data (participation and... Read More >>

NFL Star Carl Nassib Tackles Donations to Nonprofits and Inspiring Others: PSCA National

Joey Santos-Jones

Carl Nassib made a considerable amount of big plays in his NFL career. Still active in the NFL, Nassib played professional games with the Browns, Buccaneers, and Raiders.   When Nassib isn't tackling the competition as an outside linebacker—he's introducing nonprofits to a new generation of donors with his app Rayze.    Nassib opened up his Day... Read More >>

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