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DC Industry Insights

Articles covering relevant trends we are seeing in the industry and how they may impact your retirement plan and/or investment portfolio.

Why Do People Spend the Way They Do in Retirement?

Findings from EBRI’s Spending in Retirement Survey The Employee Benefit Research Institute’s (EBRI’s) Spending in Retirement Survey queried 2,000 individuals ages 62 to 75 about their spending habits and their situation at and during retirement. Ninety-seven percent reported being retired; 80 percent reported their spouse/partner being retired. The mean number of years respondents reported being […]

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Observations on the Current State of Stable Value Funds

Following the financial crisis in 2008, there were some questions about the role stable value would continue to play as a capital preservation option in defined contribution plans. A few managers and wrap providers exited the business, while the remaining wrap providers increased fees to cover the additional perceived risk. Since that time, the industry […]

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Impacts of COVID-19 on Financial Wellbeing Programs

The Employee Benefit Research Institute (EBRI) conducted their annual Financial Wellness Survey. In light of the current environment, there was a special focus on the impact of COVID-19. The highlights are shared below and throughout the shared presentation (available here). The pandemic has brought to light a need for benefits that can adapt to the […]

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