Retirement savings Posts

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Eye on the prize: Outcome-focused decision-making critical to achieving lifetime retirement income

November 27, 2023
Insights

By Dianne Tamburro, Principal, CFA, Practice Leader, Defined Contribution Insights - November 2023 All views expressed are the author's own and do not necessarily reflect the ...

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How much is enough?

October 31, 2023
CAPit

Despite negative market returns, driven by a jump in annuity rates, Capital Accumulation Plan (CAP) member outcomes surged upward in the third quarter of 2023 ...

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Implementing a financial wellness program: Measure and assess

March 3, 2023
Financial Wellness, GO with Eckler

For many, as the new year begins, we reflect on accomplishments and set future goals. It seems fitting then that as the year begins, we ...

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CAP member protection in an inflationary environment

November 10, 2022
CAPit

Capital Accumulation Plan Income Tracker (CAPit) - November 2022 Soaring annuity rates, at levels not seen in decades, shielded members from the modest investment market ...

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Implementing a financial wellness program: Develop a communication plan

October 27, 2022
Financial Wellness, GO with Eckler

In this issue of GO with Eckler, we explore a few best practices to help you succeed at number four in our five-step plan for ...

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The positive impact of rising interest rates for CAP Members

August 23, 2022
CAPit

Capital Accumulation Plan Income Tracker (CAPit) - August 2022 Rising interest rates and the corresponding rise in annuity rates helped to offset the falling investment ...

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