THOUGHT LEADERSHIP

Finding Opportunity

Sponsored by One America

Finding Opportunity

Sometimes it isn’t who you know but what you know.

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

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.

Valuable Executive Savings Plans

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