Home > Thought leadership archive

THOUGHT LEADERSHIP ARCHIVE

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.

Voice of the American Worker

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

The Risk of Ignoring PEPs

Advisers need to be prepared for the evolving pooled employer plan marketplace—or they might face the threat of losing business.

The Personalized Choice

Plan sponsors find added value of the managed account as a qualified default investment alternative

Expert Voice: Ed Farrington

Executive Vice President, Institutional and Retirement, Natixis Investment Managers

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.

Choice and Simplicity

Interview with Sandy McCarthy

Why COLI? Why MassMutual?

Interview with Mark Laramee, Managing Director of COLI Sales, Institutional Solutions

Driven through Differentiators

Interview with Sandy McCarthy, Retirement Services President, OneAmerica

DC Recordkeeping: The High Cost of Low Fees

Recordkeepers are calling their services more efficient, or streamlined, but that may be a kind way of saying “less service.”

Keeping Stable Value Options Stable

15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money market funds—making stable value a significant part of a plan lineup.

Connecting Wealth to Health in the Wellness Equation

Financial wellness is a bit of a conundrum. Its roots are in a person’s wallet, but when things go wrong, it can impact their health. As a result, employee benefit programs that don’t include a financial component may not be addressing a critical impediment to wellness.