CEO Greg Patterson addresses these topics in this quarter’s Quarterly Context webinar:

  • Inflation jumped, and is causing debate.
  • Three times the level of volatility risk is projected to be required for the same level of return vs. 20 years ago.
  • A survey outlining the increase in important plan features such as auto-enrollment and auto-escalation.
  • People are able to and working longer sometimes because they want to.
  • Investor behavior gaps are worsening relative to market returns.
  • Markets are getting bumpier.
  • Coronavirus status is improving.
  • A survey shows that 401k plan participants want advice regarding savings levels and investments

Watch to stay relaxed by staying informed, and remain current about things that actually matter to staying focused on your long-term goals and strategy.