Retirement Plan Design

October 2020

Many healthcare sector employees have made changes to their retirement saving and investments since the onset of COVID-19. Nonetheless, confidence in the amount they are saving and in the investment of their savings has been shaken.

 
 
 
June 2020

Behavioral prompts that encourage reflection on goals and future needs can have significant effects on asset allocation decisions and expected returns.

 
 
 
June 2020

Behavioral prompts that encourage reflection on goals and future needs can have significant effects on asset allocation decisions and expected returns.

 
 
 
 
 
 
 
 
 
 
June 2020

Automatic enrollment has proven to be a powerful means of encouraging retirement plan participation in the private sector.

 
 
 
 
 
 
 
 
June 2020

Automatic enrollment has proven to be a powerful means of encouraging retirement plan participation in the private sector.

 
 
 
 
 
 
 
June 2020

Retirement plans differ in whether employee or employer contributions are mandated, leaving a critical role for voluntary contributions.

 
 
 
 
 
 
 
 
 
 
February 2020

The growth of defined contribution retirement plans has brought new estate-planning challenges for participants.

June 2019

Most retirement plans let participants allocate their contributions among a menu of investment options – and this decision can have a substantial effect on a retirement portfolio’s ultimate value.

January 2019

Given the choice between a smaller immediate payout or a larger future payout, people generally prefer rewards sooner rather than later, a tendency called temporal discounting.