Thought Leadership Round-Up Brought to you by PLANADVISER

PLANADVISER is pleased to present the next edition of our Thought Leadership Round-Up newsletter. Here we feature articles, webcasts, and whitepapers from thought leaders in the industry. The content is intended to help plan advisers gain deeper understanding of nascent trends and provide key insights and analysis on the retirement benefits space.

Published in PLANADVISER
Movers & Shakers: Ryan Tiernan Vice President, National Accounts, American Funds® from Capital Group
Ryan Tiernan speaks with PLANADVISER about health savings accounts (HSAs) and the opportunities for advisers to work with such plans.
Sponsored by American Funds
Published in PLANADVISER
Change Management: The Value of Flexibility
The shifting retirement plan landscape offers advisers a chance to rethink the range of solutions they use with clients.
Sponsored by Ascensus
Published in PLANADVISER
Capitalizing on growing and evolving small to mid-market 401(k) plans
Large market retirement savings plans may seem like an obvious target for investment advisors. However, there is great opportunity in small and mid-market defined contribution (DC) plans, where growth is strong and plans are evolving. 
Sponsored by AXA
Published in PLANADVISER
Movers & Shakers: Ruthann Pritchard Institutional Portfolio Manager, Fidelity Investments
speaks with PLANADVISER about the evolution of target date strategies and the challenges advisers and plan sponsors face in the selection and evaluation of the investments.
Sponsored by Fidelity Investments
Published in PLANADVISER
Finding Opportunity

Kevin Kidwell, vice president, national tax-exempt sales Retirement Services, OneAmerica® talks with PLANADVISER about finding opportunity in the tax-exempt market.

Sponsored by OneAmerica
Published in PLANADVISER
Innovating to Address the Unarticulated Needs of Participants

As participants age, their financial needs and contexts evolve. While early-career participants may be treated as a more homogenous group, late-career participants’ situations become more unique and more complex. However, many participants are not aware of exactly what their changing retirement planning needs are. In the spirit of seeking better outcomes, we ought to consider how to meet these often unarticulated needs. That’s what innovation is all about.

Sponsored by Franklin Templeton Investments
Published in PLANADVISER
How to close the service-to-expectation gap

New findings from our The Science of Superior Service study reveal that what sponsors want and what you’re delivering may be light years apart.

Sponsored by Wells Fargo Asset Management
Published in PLANADVISER
Target Date Funds: A Monitoring Roadmap

Target-date funds (TDFs) continue to be the qualified default investment alternative (QDIA) of choice for most retirement plans, and many plans have kept the same fund suite in place since the QDIA regulation was adopted. However, the nature of target-date fund construction means that the ongoing evaluation of such funds is difficult. As Advisers try to build scale and efficiencies in their practices, they need tools and support to navigate the complexities of a target date funds monitoring process.

Sponsored by PIMCO
Published in PLANADVISER
Why invest in average? Five truths about benchmark investing

Need ideas to help educate plan sponsors on blending active and passive investments in their DC plan? This webcast highlights five simplistic conclusions — or “investment myths” — about passive, broad-market, cap-weighted benchmark strategies to help you discuss active and passive investing with plan sponsors. 

Sponsored by Invesco
The Future of the Health Savings Account
Sponsored by Ascensus
HSA Myths and Misconceptions
Sponsored by Ascensus
Voya’s Focus on Culture and Special Needs Planning
Sponsored by Voya Financial
How Behavioral Science Reinforces the Value of Re-Enrollment
Sponsored by Voya Financial
How New Research Supports Setting Higher Default Rates for Participants
Sponsored by Voya Financial
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