Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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As a Plan Sponsor, when is the last time you benchmarked your 401(k) plan against other companies of the same size and the same industry as you? Are you confident your retirement plan is up to par with the latest plan feature trends? Are your employees satisfied with it? Here are three compelling reasons why a benchmarking review is in order:
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June 15, 2023
Trend & cycle roadmap
Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.