Breaking the Ice on Retirement Income Solutions—A Conversation Starter

While prevalence is low, DC plans are increasingly adding a discussion of retirement income solutions to their agendas.

Aging and Financial Decisions

At Callan’s National Conference, Hal Hershfield of UCLA and Raphael Schoenle of Brandeis discussed misperceptions about aging.

The Power of Savings

While the institutional investing industry spends enormous time and effort on the details of glide path design for target date funds in defined contribution plans to improve retirement for participants, it might be as important to revisit the role savings plays in determining outcomes. To underscore this point, Callan analyzed the effect of an increase […]

Are We Ready to Fund Retirement from DC Plans?

DC plans have been focused on the accumulation of assets for retirement, and the DC industry has spent considerable effort to improve investment offerings, control costs, encourage participation, and streamline the technology of the participant’s interaction with the plan. But what about the distribution of accumulated savings to retirees? Over the last decade, defined contribution […]

Saving Public Defined Benefit Plans: Talking Points

Download PDF The funded status of public employee defined benefit (DB) retirement plans continues to garner great debate in the industry and press. DB plans are the primary vehicle for ensuring retirement income security for public workers, and Callan believes these plans are viable and necessary in this sector. The following talking points, taken from […]