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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.

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

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…

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

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.

Workplace Financial Wellness

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

The Duty to Monitor

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

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.

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

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

Valuable Executive Savings Plans

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

Valuable Executive Savings Plans

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

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