Retirement Policy Insights - Summer 2020

Jul 1, 2020 | Jon Vogler

On May 21, 2020, the Department of Labor (DOL) published its much-anticipated final rule to expand the ability of employers to communicate mandated retirement plan disclosures and other information online or by email. The final rule is substantially similar to the DOL’s proposed rule on this topic issued last year. It allows employers to deliver disclosures to plan participants electronically by default, with the ability for participants to opt in to paper mailings if preferred.

Retirement Policy Insights – Spring 2020

May 14, 2020 | Jon Vogler

Retirees face difficult decisions. They have to decide how much to withdraw each year from their 401(k) plans and individual retirement accounts (IRAs), and face the risk of either spending too quickly and outliving their resources or spending too conservatively and consuming too little. In addition, they must consider how and when to draw down their Social Security retirement benefits, and how to invest their savings after retirement.

Video: Investing in dividend-paying stocks during this crisis

May 6, 2020 | Meggan Walsh, CFA®, Senior Portfolio Manager, Head of the Dividend Value Team

Video: Do markets need to retest prior lows?

May 4, 2020 | Brian Levitt, Global Market Strategist

Video: Key takeaways from the COVID-19 response for growth investors

Apr 29, 2020 | Ronald Zibelli, CFA®, Senior Portfolio Manager

Video: What to make of the market's rally amid difficult economic news

Apr 27, 2020 | Brian Levitt, Global Market Strategist

Video: Investors are turning to ETFs amid market uncertainty

Apr 27, 2020 | John Feyerer, CFA®, Senior Director of Equity ETF Product Strategy

Video: Bank loans' senior, secured status has helped during crisis

Apr 24, 2020 | Scott Baskind, Head of Global Senior Loans, Chief Investment Officer, Senior Portfolio Manager