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THOUGHT LEADERSHIP ARCHIVE

Published in PLANADVISER | November 6, 2020

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.

State of the participant 2020: readiness within reach

Reflections on retirement readiness and ideas for improvement

CITs: A Demonstration of Commitment and Experience

Interview with Terry Burns

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 23, 2018

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

Interview with Sandy McCarthy

Three Key Insights Plan Sponsors and Advisers Should Know About Special Needs Planning

An Opportunity Exists to Support Caregivers and their Loved Ones Heather Lavallee: Our industry has come a long way in recognizing that certain groups, such as women and minorities,…

Two Key Themes for DC Plans

For defined contribution (DC) plan participants, wealth accumulation has depended on both equities and fixed income. Yet fixed income will be ever more important in 2018 and beyond, in our view.

Rethinking Retirement Plans

A Flexible Approach to Providing Lifetime Income

Making Workplace Financial Wellness Actionable: Moving Beyond Education

The notion of promoting financial wellness through workplace programs has been gaining traction for several years now. Still, fewer than one in four employers have implemented a financial wellness program, and many remain uncertain about what such a program should look like.

Sponsored by Schwab Retirement Plan Services, Inc.

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 | April 13, 2018

The New Tax Law

Why it might make deferred comp programs even more attractive

How Do Your Clients’ Plans Stack Up?

Nearly six years after the Department of Labor began enforcing new fee disclosure rules for retirement savings plans, some plan sponsors still struggle to understand exactly how much they’re paying and whether they’re getting good value for their money. Advisers—supported by the right partners—can provide the answers.

Industry White Papers

Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.

The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.

An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.

Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.

The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making