APRIL 2025 NEWSLETTER
The Power of Small Data for Retirement Plan Sponsors
As a plan sponsor, you probably spend a fair amount of time dealing with small data one way or another — whether you’re gathering, analyzing, or reporting it. And for good reason, given the intrinsic value of data-driven decision making.
Much of this data exists on a macro level, including market trends, economic reports, white papers published by asset managers, and industry benchmarks. But how well are you leveraging...
The Retirement Planning Gap Affecting Two in Three Investors
Despite the importance of retirement planning, a staggering 67% of investors admit to spending no time at all working on it in a typical month, according to a recent survey conducted by the Nationwide Retirement Institute. That’s a vast majority of investors failing to take even small steps toward securing their financial future. For plan sponsors, this presents...
More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan
A recent Fidelity report reveals that over 80% of plan sponsors prefer to allow employees to keep their assets in-plan and withdraw them over time. The number of workers aged 55 and older has increased by 74% over the past two decades, prompting plan sponsors to focus more on how participants transition from...