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Making the Benefit Connection Series

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April 2022 / RETIREMENT INSIGHTS

Mixed Benefits: Identifying a Single Glide Path for All

Mixed Benefits: Identifying a Single Glide Path for All

Mixed Benefits: Identifying a Single Glide...

Closed and frozen defined benefit plans shape glide path design.

By Kathryn Farrell, Justin Harvey & Adam Langer

By Kathryn Farrell, Justin Harvey & Adam Langer

November 2021 / RETIREMENT INSIGHTS

The Importance of Defined Benefit Plan Design

The Importance of Defined Benefit Plan Design

The Importance of Defined Benefit Plan Design

Defined benefit plans don’t all impact glide paths the same way.

By Justin Harvey & Adam Langer

By Justin Harvey & Adam Langer

March 2022 / RETIREMENT

When the Retirement Clock Gets Wound Forward

When the Retirement Clock Gets Wound Forward

When the Retirement Clock Gets Wound Forward

Glide path design should reflect possibility of early retirement.

By Justin Harvey & Adam Langer

By Justin Harvey & Adam Langer

April 2022 / RETIREMENT INSIGHTS

How Do You Evaluate a Glide Path?

How Do You Evaluate a Glide Path?

How Do You Evaluate a Glide Path?

Glide path evaluation is not an easy task.

By Kathryn Farrell, Adam Langer & James Tzitzouris

By Kathryn Farrell, Adam Langer & James Tzitzouris

August 2021 / RETIREMENT INSIGHTS

Understanding the Substitution Effect

Understanding the Substitution Effect

Understanding the Substitution Effect

DB plans as a substitute for a richer DC benefit.

By Justin Harvey, Adam Langer & James Tzitzouris

By Justin Harvey, Adam Langer & James Tzitzouris

February 2022 / RETIREMENT

Plan Sponsor, Plan Sponsor, Make Me a Match

Plan Sponsor, Plan Sponsor, Make Me a Match

Plan Sponsor, Plan Sponsor, Make Me a Match

Savings behavior impacts glide paths more than DC match formulas.

By Justin Harvey & Adam Langer

By Justin Harvey & Adam Langer

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