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, videos, 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.

FEATURED ARTICLES
Published in PLANADVISER
CITs: A Demonstration of Commitment and Experience

An interview with Terry Burns, Assistant Vice President of Products and Investments at OneAmerica.

Sponsored by OneAmerica
Published in PLANADVISER
Connecting Wealth to Health in the Wellness Equation
Employee benefit programs that don’t include a financial component may not be addressing a critical impediment to wellness.
Sponsored by John Hancock Retirement Plan Services
Published in PLANADVISER
One Portfolio at a Time: Adaptive Managed Accounts Seek Optimal Retirement Incomes
An interview with Terry Burns, Assistant Vice President of Products and Investments at OneAmerica.
Sponsored by OneAmerica
FEATURED WHITEPAPERS
Published in PLANADVISER
A Different Perspective on Sequence-of-Returns Risk Around Retirement
Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of SoR risk on target date investing.
Sponsored by T. Rowe Price
Published in PLANADVISER
Retirement 2020—New Research to Capitalize on Trends
Take advantage of dramatic changes reshaping retirement now with smart strategies to help you thrive.
Sponsored by Broadridge Financial
Published in PLANADVISER
Fiduciary Outsourcing: Understanding the Options

Explore fiduciary outsourcing options that simplify plan operations and investments while mitigating risk.

Sponsored by Securian
FEATURED WEBCAST
Published in PLANADVISER
Designing for Change: How Managed Accounts Can Help Employees Retire

It’s no secret that employees need more help reaching their retirement goals. Even though investors may have access to more information than ever before, quality advice, especially around retirement, is still out of reach for many. In response, many employers have made online advice tools, such as managed accounts, increasingly available to employees in 401(k) plans. Managed accounts and other online advice tools can help guide employees on how much save, how to invest their savings, and when to retire. But what impact, if any, do these programs have on saving and investing behavior? And what learnings can employers leverage to design a plan that helps employees meet their retirement goals?

Sponsored by Morningstar
FEATURED VIDEOS
The Rapid Evolution and Retirement Needs of American Small Business
Sponsored by Ascensus
Market Practice Innovation: Increased Efficiency and Impact in The Small Market
Sponsored by Ascensus
Fixed Income Trends in Retirement Plans
Sponsored by PIMCO
ESG Investing
Sponsored by PIMCO
Women & Investing
Sponsored by PIMCO
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund
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