CITs: A Demonstration of Commitment and Experience
Interview with Terry Burns
Sponsored by OneAmerica
THOUGHT LEADERSHIP ARCHIVE
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
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.
Movers & Shakers: Ruthann Pritchard
Institutional Portfolio Manager, Fidelity Investments
Sponsored by Fidelity
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
A Decade of Results
The Past, Present and Future of Fundamental Index Strategies
Sponsored by Charles Schwab Investment Management
A Platform for Adviser Choice
The value of flexibility and fee transparency for retirement plan advisers
Sponsored by Ascensus
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
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
Workplace Financial Wellness
Insights on definition, design, and what’s driving decisions
Sponsored by Charles Schwab
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
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
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
Valuable Executive Savings Plans
Jeff Roberts from ADP Retirement Services discusses the value of executive compensation and nonqualified deferred compensation plans
Sponsored by ADP
Valuable Executive Savings Plans
Jeff Roberts from ADP Retirement Services discusses the value of executive compensation and nonqualified deferred compensation plans
Sponsored by ADP
One Size Does Not Fit All
Advisers have a responsibility to help plan sponsors properly evaluate their QDIA selections
Sponsored by American Century Investments
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
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
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
investment lineups without constraints and fiduciary services