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Houston, we have a problem – (un)readability of retirement plan documentation 

According to the article in July’s issue of The Journal of Superannuation Management, you needed a tertiary level education* to understand or accurately interpret documentation related to your retirement plan. Guess how many Australians have a tertiary level education? Only 1,2 % of adults, hence the title of theContinue reading “Houston, we have a problem – (un)readability of retirement plan documentation ”

Not great, not terrible – Slovenia’s second pension pillar (update for 2021)

Since the Slovenian ministry of labour just released fresh stats for the second pension pillar, this just calls for an updated article on the evolution of the second pension pillar represented by defined contribution retirement plans.  In December 2021 the number of employees saving in the second pension pillarContinue reading “Not great, not terrible – Slovenia’s second pension pillar (update for 2021)”

Mandatory lifetime income projections (case of Slovenian pension funds)

In many countries with developed defined contribution retirement plans, like the US, UK and Australia, the debate around the decumulation phase of retirement saving is taking centre stage, as an ever growing number of plan members are entering retirement and looking to convert their savings into an income stream. Continue reading “Mandatory lifetime income projections (case of Slovenian pension funds)”

What a shocker – automatic enrolment in retirement plans works (How it started and how to make it better)

Automatic enrolment (AE) in retirement plans is far from a new idea, in fact it’s now more than two decades old, but I’m still surprised how many people in the industry (finance, insurance, retirement, …)  and also in the government, are not aware of how powerful it really is.Continue reading “What a shocker – automatic enrolment in retirement plans works (How it started and how to make it better)”

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