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Published in PLANADVISER | April 3, 2024

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Client Material: The Potential Benefits and Features of Working Longer

Deciding when to retire is a personal choice your clients will make based on many factors. How they plan for that day can be both exciting and stressful with many complex questions. Share this piece with clients to help answer key retirement planning questions.

Client Material: Consolidating Retirement Accounts

Advisors: Share this flyer with clients to help them understand the benefits of consolidating their retirement accounts.

The Right Team Is Key to a Successful PRT

Interview with Paula Cole, vice president of Nationwide’s pension risk transfer business.

Considering COLI in a Tight Labor Market

Interview with David Mohr, Head of COLI Sales and Distribution at Massachusetts Mutual Life Insurance Company (MassMutual)

Mission Possible: Meeting the Needs of Retirees in the Public Sector

Interview with Lynne Ford, chief executive officer and president of MissionSquare Retirement

Glide Paths Within the Glide Path

The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be numerous glide paths involving subcategories of the primary debt and equity asset classes, along with alternatives.

Too Much of a Good Thing: Unwinding a Concentrated Stock Position

Amassing a large exposure to a single stock may not elicit much concern from an investor. After all, many investors find themselves holding large, concentrated stock positions resulting from…

Voice of the American Worker

Franklin Templeton’s survey results indicate the need for financial wellness personalization.

From Fiduciary 2.0 to 3.0–Carving Out a Role for Advisers As Chief Governance Officer

Interview with Mark Cover, Head of Defined Contribution Investment Only Field Sales for MassMutual Investments and John Carl, founder and President of the Retirement Learning Center

Expert Voice: Ed Farrington

Executive Vice President, Institutional and Retirement, Natixis Investment Managers

Sponsored by Natixis Investment Managers

Published in PLANADVISER | November 4, 2020

Add Financial Stress to the Symptoms—and the Cost—of the Covid-19 Pandemic

Financial stress has increased among American workers as the pandemic has continued, adding to the costs borne by employers. Plan sponsors, financial professionals, and recordkeepers can work together to reinforce the basics of improving financial wellness—it’s what workers are looking for.