Plan Sponsor Outlook July 2017

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The most recent edition of the Quarterly Plan Sponsor Outlook is now available. This newsletter covers current retirement plan issues and trends and includes articles, a Q&A section, quarterly calendars, and web resources for employers. Specifically, in this edition you will find: Participation, Savings Rates Rising in Defined Contribution (DC) Plans Target Date Funds (TDFs): Time to Move On? The answer to, “How important is it to deliver targeted messages as … Read More

“Retirement” Has Changed! Here’s What You Need to Know in Today’s World

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What do Baby Boomers, Gen-X-rs and Millennials have in common? Compared to the Greatest Generation, when it comes to retirement planning quite a lot. Let’s focus on four easy to understand concepts: 1.We are living longer and have access to better healthcare, which means we will need to plan for a much longer retirement than our grandparents. 2. Social Security is much less certain! At Meridien, we generally counsel our clients … Read More

Pensionmark® Adds $1B Meridien Benefits to Network

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August 29, 2016 – Pensionmark® is pleased to welcome its newest affiliate, Meridien Benefits, Inc. (“Meridien”). Meridien is a leading  provider of employee benefit plan consulting, investment and insurance services to plan sponsors of 401(k), 403(b), pension and other qualified retirement plans, as well as nonqualified executive and corporate benefit plans. Based in Providence, Rhode Island, Meridien has provided investment and insurance consulting to over 400 corporate clients throughout New … Read More