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THOUGHT LEADERSHIP ARCHIVE

Published in PLANADVISER | December 17, 2020

From Fiduciary 2.0 to 3.0–Carving Out a Role for Advisers As Chief Governance Officer

Interview with Mark Cover, Head of Defined Contribution Investment Only Field Sales for MassMutual Investments and John Carl, founder and President of the Retirement Learning Center

Expert Voice: Ed Farrington

Executive Vice President, Institutional and Retirement, Natixis Investment Managers

Sponsored by Natixis Investment Managers

Published in PLANADVISER | November 4, 2020

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

Sponsored by OneAmerica

Published in PLANADVISER | March 17, 2020

State of the participant 2020: readiness within reach

Reflections on retirement readiness and ideas for improvement

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

Sponsored by OneAmerica

Published in PLANADVISER | December 4, 2019

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.

Participants Have The Right Mindset, But “We Still Have Work To Do”

Plan design can certainly help drive outcomes, but as an industry, we still have work to do

Rationality and Retirement: Mutually Exclusive?

Behavioral finance may help to overcome cognitive biases.

Redefining Wellness: It Starts with the Employer

When it comes to benefit program delivery, the definition of “wellness” is about to change.

CITs: A Demonstration of Commitment and Experience

Interview with Terry Burns

Sponsored by OneAmerica

Published in PLANADVISER | December 11, 2018

One Portfolio at a Time: Adaptive Managed Accounts Seek Optimal Retirement Incomes

Interview with Terry Burns

Sponsored by OneAmerica

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 | October 25, 2018

Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy

Advisers angling for new business might rethink their need to hook a whale.

Driving Retirement Readiness: Helping Sponsors Meet the Evolving Needs of Plan Participants

Interview with Sandy McCarthy

Sponsored by OneAmerica

Published in PLANADVISER | October 22, 2018