Helping DC plan participants reach their retirement funding goals is only half of the picture. Learn why and how plan sponsors can help participants efficiently transition to decumulation.
Advisers in conversation: Creating lifetime income in retirement
SBA founding principal Mindy Zatto joins Ted Benna, who designed and implemented the first 401(k) savings plan, for a discussion on the future of retirement savings plans and how plan sponsors can help close the participant education gap.
Ask an Adviser: Can terminating a defined benefit plan be more seamless?
Learn how to best position a frozen DB plan for termination.
You’ve frozen your pension — now what? 6 steps in terminating a plan
Each phase of pension plan termination involves numerous decision points and incredible amounts of data-crunching.