Magazine Articles

Investment-Oriented

Sequence of Return Risk

There’s more participants should understand than just cutting back on equities.
Investment-Oriented

A Case for Both

The merits of passive vs. active management.
Investment-Oriented

Make It Last

Participants must choose income products that meet their individual needs.
Investment-Oriented

Continued Growth

Hybrid QDIAs are evolving to offer a source of retirement income.
Investment-Oriented

Is Fixed Income Working?

For older participants, advisers should find investments that avoid volatility.
Investment-Oriented

Climate Change and ESG

The news drives interest in ESG, but the change to widespread adoption is slow
Art by Hayden Maynard
Investment-Oriented

The Case for Roths

These 'delayed gratification' plans offer benefits worth waiting for
Art by Nick Little
Investment-Oriented

A QDIA in Transition

Participants are moved to a managed account as they draw close to retirement
investment-oriented

Annuities in DC Plans

Advisers can overcome plan sponsor—and participant—reservations
investment-oriented

Default Thinking

How to advise sponsors about switching to managed accounts as the QDIA
investment-oriented

Window Guard

How to help limit the potential risks of brokerage windows