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Retirement Insights

At Segal, we believe that successful retirement programs are built on three pillars: providing individuals with meaningful income, balancing stability and security, and promoting understanding and appreciation across all stakeholders.

We support this approach by drawing on firm-wide expertise to design and implement programs that help retirement plan sponsors help their people achieve long-term financial security.

Watch our videos for the latest thinking on retirement programs, followed by our thought leadership on all aspects of retirement plans, from compliance, communications and cybersecurity to investment, insurance and more.

 

Meaningful Retirement Income = Retirement Program Success

Retirement programs are necessary but have become overly complicated. What are the 3 critical components of retirement programs that are successful?

 

To Reduce Retirement Plan Risk, Balance Stability & Security

Learn four key advantages for pension plan sponsors — plus the advantages for participants — of offering stable and secure retirement plans.

 

Employees’ Financial Well‑Being Matters to Them and Your ROI

Learn how a financial well-being program can help your people and your bottom line ― and how to use a scorecard to ensure that it’s working.

 

Saving for Retirement Can Be Challenging: Help Your People

Retirement savings made easy: 4 rules to help your people feel financially secure to ensure a more fully engaged, productive workforce.

 

How VAPPs Mitigate Risks of Traditional DB Plans

Get a crash course on Variable Annuity Pension Plans (VAPPs), a retirement plan design that may help address the retirement income gap for Americans.

 

Benefits of Pension De-Risking and Why Now Is the Right Time

Pension plan sponsors are implementing pension de-risking strategies that can secure participant benefits and better predict future costs. Read the insight.

 

 

DB Plans Are Invaluable to Those Living Paycheck to Paycheck

Segal's Dan Siblik shares eye-opening stats that make the case for DB plans as the most reliable, consistent and efficient source of retirement income.

 

 

 

Top 10 Compliance Checks to Simplify Annuity Fund Oversight

Our handy tool makes it easy for trustees and multiemployer annuity (DC) fund plan administrators to stay on top of critical compliance steps.

 

 

 

As PPA Turns 20, a Retrospective on Zone‑Status Survey Data

Explore 19 years of zone-status data, funded level trends and key lessons that can help trustees evaluate plan performance and risk.

Read our insights on retirement

 

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