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SRG News & Speaking Engagements

SRG featured speaker at Retirement Plan Master Fiduciary Class

SRG’s Dan Casella was a featured speaker at a Retirement Plan Fiduciary Master Class held on May 7th at Messiah College in Mechanicsburg, PA. Participants gained insights on maximizing their effectiveness as a plan fiduciary or administrator and how to avoid common areas of deficiencies often found in plans that undergo an audit. Attendees represented many different industries and were sponsors of 401(k), 403(b), NQDC and Defined Benefit plans.


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SRG Insights

    • Guaranteed Lifetime Withdrawal Benefits (GLWBs)
      As life expectancies increase, the retirement plan industry is working on ways to address concerns by plan sponsors that their employees will outlive their savings. A recent innovation is the Guaranteed Lifetime Withdrawal Benefit- an option designed to protect the participants account agains market and longevity risks while allowing the participant the benefit of investing in the securities market.Read more

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