loan leakage

  • Roadblocks to Retirement Plan Success

    • July 20, 2020
    • Posted by: Jeff Atwell
    • Category: Economics, Financial Plan, Resources
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    Retirement plan professionals and retirement plan sponsors should focus on implementing processes and procedures to assist the participants covered by the qualified retirement in saving for a dignified retirement.  This includes being aware of these five potential barriers to successful retirement outcomes. 

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  • Loan Leakage: Preventing Loan Defaults from Draining America’s 401(k) Accounts

    • November 21, 2019
    • Posted by: Jeff Atwell
    • Category: Financial Plan, Resources
    No Comments

    We’re continuing our discussion on loan leakage and looking at America’s $2 trillion retirement loan dilemma. Our resource explores different mechanisms to prevent loan leakage, illustrates the impact on individuals, and addresses the increased fiduciary risk associated with loan leakage.

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