Hot Topics for Plan Sponsors
The goal of this series is to help retirement plan sponsors maximize their fiduciary protection, to be good stewards, and to provide the foundation for their employees to become financially and emotionally prepared for retirement.
UBS Advisor Podcasts
In-Plan Guaranteed Income Trends
30:10A growing number of defined contribution participants are moving from accumulation of assets to withdrawal of funds at retirement. As a result, more plan sponsors are considering in-plan retirement income options. Yet the industry continues to evolve standards on how to best evaluate and select guaranteed income products according to plan preferences.
Voice of the American Worker
37:40The Voice of the American Worker is a study sponsored by Franklin Templeton with the goal of understanding the perspective of the modern American worker. This year’s survey revealed that a sizeable majority of American workers (67%) have re-assessed what they want from their employers due to COVID-19 with nearly half (44%) having considered leaving or left their jobs over the past year. There has never been a more urgent time to evaluate your benefit offering and consider ways to evolve the way you support employee needs.
Inside the Minds of Plan Participants
26:36American workers path to retirement readiness got rocked by the pandemic's disruptions of the past two years. Confidence stumbled, but many workers display a surprising resilience in sticking with their savings. They know what they want from their retirement plans, and sponsors are now doing more that just listening.
Insights for Fiduciaries
21:14Selected Areas of Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers
Cyber Fraud: An ERISA Introduction
36:10Cyber Security is on the all our minds, but preventing cyber fraud has unique challenges for retirement plan sponsors.
