Thought Leadership

Sponsored by Charles Schwab Investment Management

A Decade of Results

The Past, Present and Future of Fundamental Index Strategies

Sponsored by Ascensus

A Platform for Adviser Choice

The value of flexibility and fee transparency for retirement plan advisers

Sponsored by American Century Investments

Balancing Target-Date Risks For Changing Market Environments

Longevity risk must be balanced against other risks when managing a target-date portfolio for a diverse group of participants.

Sponsored by Fidelity Investments

Fidelity Research Reveals How Target Date Strategies Can Help Address Plan Sponsors’ Top Concerns

Fidelity Investments recently released the 8th edition of Plan Sponsor Attitudes, its survey of 1,106 plan sponsors. Andrew Dierdorf, target date strategies portfolio manager at Fidelity, discusses what the firm learned from this research and how target-date fund strategies can help address advisor and plan sponsor concerns.

Sponsored by Charles Schwab

Workplace Financial Wellness

Insights on definition, design, and what’s driving decisions

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Published in PLANADVISER | September, 2017

A Decade of Results

The Past, Present and Future of Fundamental Index Strategies

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Published in PLANADVISER | September, 2017

A Platform for Adviser Choice

The value of flexibility and fee transparency for retirement plan advisers

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Published in PLANADVISER | September, 2017

Fidelity Research Reveals How Target Date Strategies Can Help Address Plan Sponsors’ Top Concerns

Fidelity Investments recently released the 8th edition of Plan Sponsor Attitudes, its survey of 1,106 plan sponsors. Andrew Dierdorf, target date strategies portfolio manager at Fidelity, discusses what the firm learned from this research and how target-date fund strategies can help address advisor and plan sponsor concerns.

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Published in PLANADVISER | August, 2017

Workplace Financial Wellness

Insights on definition, design, and what’s driving decisions

Schwab Logo
Published in PLANADVISER | August, 2017

Invest or Contribute to Solve a Retirement Funding Shortfall?

Many defined benefit (DB) plans were closed to new entrants and/or frozen after the market crash in 2001 and the financial crisis in 2008. Due to many reports of the demise of DB plans, advisers might think all these plans would be terminated by now. However, many are still in existence and are—despite significant market returns during the past few years—still underfunded.

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Published in PLANADVISER | August, 2017

The Duty to Monitor

Selecting the right TDF is only part of the fiduciary responsibility—monitoring it is more difficult, but necessary

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Published in PLANADVISER | August, 2017

Valuable Executive Savings Plans

Jeff Roberts from ADP Retirement Services discusses the value of executive compensation and nonqualified deferred compensation plans

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