THOUGHT LEADERSHIP ARCHIVE

Published in PLANADVISER | November 26, 2018

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.

Sponsored by John Hancock Retirement Plan Services

Published in PLANADVISER | June 4, 2018

Three Key Insights to Consider for Building Confidence and Improving Outcomes

Insights on how using increased levels of guidance and advice may help build better outcomes for your clients’ employees

Sponsored by Schwab Retirement Plan Services, Inc.

Published in PLANADVISER | December 12, 2017

Movers & Shakers: Ruthann Pritchard

Institutional Portfolio Manager, Fidelity Investments

Sponsored by Fidelity

Published in PLANADVISER | December 12, 2017

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…

Sponsored by AXA

Published in PLANADVISER | September 29, 2017

A Decade of Results

The Past, Present and Future of Fundamental Index Strategies

Sponsored by Charles Schwab Investment Management

Published in PLANADVISER | September 17, 2017

A Platform for Adviser Choice

The value of flexibility and fee transparency for retirement plan advisers

Sponsored by Ascensus

Published in PLANADVISER | September 16, 2017

Balancing Target-Date Risks For Changing Market Environments

Longevity risk must be balanced against other risks when managing a target-date portfolio for a diverse group of participants.

Sponsored by American Century Investments

Published in PLANADVISER | September 15, 2017

Fidelity Research Reveals How Target Date Strategies Can Help Address Plan Sponsors’ Top Concerns

Fidelity Investments recently released the 8th edition of Plan Sponsor Attitudes, its survey of 1,106 plan sponsors. Andrew Dierdorf, target date strategies portfolio manager at Fidelity, discusses what the firm learned from this research and how target-date fund strategies can help address advisor and plan sponsor concerns.

Sponsored by Fidelity Investments

Published in PLANADVISER | August 24, 2017

Workplace Financial Wellness

Insights on definition, design, and what’s driving decisions

Sponsored by Charles Schwab

Published in PLANADVISER | August 16, 2017

The Duty to Monitor

Selecting the right TDF is only part of the fiduciary responsibility—monitoring it is more difficult, but necessary

Sponsored by PIMCO

Published in PLANADVISER | August 16, 2017

Invest or Contribute to Solve a Retirement Funding Shortfall?

Many defined benefit (DB) plans were closed to new entrants and/or frozen after the market crash in 2001 and the financial crisis in 2008. Due to many reports of the demise of DB plans, advisers might think all these plans would be terminated by now. However, many are still in existence and are—despite significant market returns during the past few years—still underfunded.

Sponsored by Pacific Life

Published in PLANADVISER | August 16, 2017

What Does the Department of Labor Fiduciary Rule Mean for Benchmarking?

A discussion with Tom Kmak, CEO and co-founder of Fiduciary Benchmarks

Sponsored by Fiduciary Benchmarks

Published in PLANADVISER | August 15, 2017

Valuable Executive Savings Plans

Jeff Roberts from ADP Retirement Services discusses the value of executive compensation and nonqualified deferred compensation plans

Sponsored by ADP

Published in PLANADVISER | June 16, 2017

Valuable Executive Savings Plans

Jeff Roberts from ADP Retirement Services discusses the value of executive compensation and nonqualified deferred compensation plans

Sponsored by ADP

Published in PLANADVISER | June 15, 2017

One Size Does Not Fit All

Advisers have a responsibility to help plan sponsors properly evaluate their QDIA selections

Sponsored by American Century Investments

Published in PLANADVISER | June 15, 2017

Helping Clients Find the Right College Savings Strategy

Steve Dombrower, CFA, SVP of adviser strategy and investment management at Ascensus talks to PLANADVISER about college savings trends and the role of the adviser

Sponsored by Ascensus

Published in PLANADVISER | June 5, 2017

Strategies for Aligning a TDF Glide Path with a Plan’s Demographics

How advisers can determine if a TDF’s glide path is the right fit for the demographics of a client’s plan.

Sponsored by Charles Schwab Investment Management

Published in PLANADVISER | April 13, 2017

Connecting the Dots

DC adviser Survey Report highlights

Sponsored by Wells Fargo Asset Management

Published in PLANADVISER | April 13, 2017

Equipping Advisers for Survival and Success in a Rapidly-Changing Market

CUNA Mutual Retirement Solutions offers advisers fee flexibility,
investment lineups without constraints and fiduciary services

Sponsored by CUNA Mutual

Published in PLANADVISER | February 17, 2017

Investment Decisions Post-Fiduciary Rule

In the wake of the new conflict of interest rule, OneAmerica® expands its group annuity investment lineup to offer zero revenue-sharing funds

Sponsored by OneAmerica