Thought Leadership

Sponsored by Ascensus

Achieving Elite Status with Ascensus

Elite Advisor program rewards retirement-focused advisors

Sponsored by BlackRock & J.P. Morgan Asset Management

Industry Leaders in Conversation

Retirement plan thought leaders address the challenges facing retirement plan advisers and sponsors and discuss practical solutions.

Sponsored by J.P. Morgan Asset Management

Charlie Cote

Head of Retirement LinkSM Sales at J.P. Morgan Asset Management

Sponsored by Envisage

Christen Marsenison

Chief Strategy & Development Officer, Envisage

Sponsored by American Funds

John Doyle

Senior Vice President, Defined Contribution American Funds

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Published in PLANADVISER | December, 2016

Industry Leaders in Conversation

Retirement plan thought leaders address the challenges facing retirement plan advisers and sponsors and discuss practical solutions.

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Published in PLANADVISER | December, 2016

Charlie Cote

Head of Retirement LinkSM Sales at J.P. Morgan Asset Management

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Published in PLANADVISER | December, 2016

Christen Marsenison

Chief Strategy & Development Officer, Envisage

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Published in PLANADVISER | December, 2016

John Doyle

Senior Vice President, Defined Contribution American Funds

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Published in PLANADVISER | December, 2016

Patrick Murphy

President, John Hancock Retirement Plan Services

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Published in PLANADVISER | October, 2016

Inside America’s Savings Plans

Americans are faced with many competing financial priorities, and must consider the ramifications of living longer, escalating healthcare costs, and the costs of higher education. So how do Americans prioritize, and what are most of them saving for? Ascensus’ 2016 trends report examines savers across retirement, health savings, and college savings plans to find answers.

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Published in PLANADVISER | October, 2016

A Fresh Look

Questions about choice and fees for target-date funds give plan advisers reasons to reevaluate

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Published in PLANADVISER | October, 2016

Exclusive Investments

Understanding the value to retirement plans of investing in CITs

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Published in PLANADVISER | October, 2016

Partner to Prosper

Best practices in strategic partnerships

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Published in PLANADVISER | October, 2016

A Pension Plan Strategy

Bringing an investment strategy to plan sponsors to help manage liabilities

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