Partnering to Simplify the Complex
Sometimes it isn’t who you know but what you know.
Sponsored by Ascensus
THOUGHT LEADERSHIP ARCHIVE
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
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
Charlie Cote
Head of Retirement LinkSM Sales at J.P. Morgan
Asset Management
Sponsored by J.P. Morgan Asset Management
