- What a Year! Oh wait, that was only the first quarter and what a quarter of change it was. Change can occur naturally or be self-induced. Many times it happens in small increments and therefore is not terribly noticeable. When change launches in a large instantaneous wave, it instills fear in many, but provides opportunity for others. What the world has experienced over the last few months is unprecedented in our lifetimes. We have changed our lifestyles, our interactions, our daily processes, and quite possibly our economic future. Unlike the “Great Financial Crisis”, the US and global economy has nearly shutdown. The big question economically is how and when to begin to restart business activity without inducing the same negative health impact we were trying to avoid originally. The health crisis and the closure of most business activity has obviously had negative impacts on the financial markets with every major asset class except the US Aggregate Bond index declining precipitously during the quarter.
- Download full Market Commentary
- Redefining the Retirement Plan is Axia’s guide to trends and strategies that will help employers get the most out of their retirement programs. Defined Benefit plans and Social Security have been the simple answer to retirement for the past century. Life expectancy has improved though and an added strain has been placed on plan sponsors to help their employees replace their incomes in retirement. Fortunately, employers are equipped with more tools than ever before to help their employees retire with dignity.
- Download the White Paper
The Aegon Retirement Readiness Survey for 2015, titled Inspiring a World of Habitual Savers, just came out and showed that habitual savers are more prepared than those that save periodically. While this may not come as a surprise to many, the survey highlights just...read more
In a unanimous decision, the Supreme Court has ruled in favor of plan participants in the Edison International 401(k) plan who claimed company fiduciaries violated their duty to monitor three retail-class mutual funds. Background and the Decision The original suit...read more
A few times a year, Axia sits down with an expert in the retirement field to discuss trends, research, and other findings important to retirement plans. Our goal is to showcase thought leadership that we believe will change the industry. Our second issue features...read more