The New Tax Law

Sponsored by ADP

The New Tax Law

A Flexible Approach to Providing Lifetime Income

Finding Opportunity

Sponsored by One America

Finding Opportunity

A Flexible Approach to Providing Lifetime Income


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.

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.

Finding Opportunity

Kevin Kidwell, vice president, national tax-exempt sales Retirement Services, OneAmerica®

Change Management: The Value of Flexibility

The shifting retirement plan landscape offers advisers a chance to rethink the range of solutions they use with clients.

A Decade of Results

The Past, Present and Future of Fundamental Index Strategies

A Platform for Adviser Choice

The value of flexibility and fee transparency for retirement plan advisers

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