Three retirement spending surprises
New insights into real-world retirement spending behaviors
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Momentum is building in Washington for significant retirement legislation
Dan Notto, ERISA Strategist, discusses key provisions of two retirement bills that are getting serious attention in Washington.
Will Congress change retirement plan laws this year?
ERISA Strategist Dan Notto discusses the potential for retirement plan legislation under a new administration.
In-plan retirement income solutions: Fiduciary considerations for defined contribution plan sponsors
Dan Notto, ERISA Strategist, discusses key considerations for DC plan sponsors thinking about offering in-plan retirement income solutions.
Retirement reset: How re-enrollment can help strengthen U.S. retirement security
This paper explores how re-enrollment can help solve the widespread problem of inappropriate asset allocation by DC plan participants.
Be in the know: Fiduciary standards for state and local government retirement plans
Dan Notto, ERISA Strategist, discusses fiduciary standards for state and local government retirement plans and compares them to the relevant statutes outlined in ERISA.
Multiple employer plans and their potential impact on the retirement plan landscape
Dan Notto, ERISA Strategist, discusses multiple employer plans and the recent developments in Washington that are shining a light on them.
Glide path design: Why “retirement” shouldn’t mean “decline”
Our latest data and analysis further validate a glide path approach in which equity risk assets reach a low point at or near retirement and remain at that level through retirement.
Special bulletin: Tax Reform - Retirement plan changes in the Tax Cuts and Jobs Act
This bulletin, written by ERISA Strategist Dan Notto, discusses the Tax Cuts and Jobs Act as it relates to retirement plans.
Special bulletin: How the Senate Finance Committee’s tax reform bill would impact retirement plans
Dan Notto discusses a draft of the Tax Cuts and Jobs Act passed by the Senate Finance Committee on November 16, as it relates to retirement plans.