THOUGHT LEADERSHIP

Stable Value

Sponsored by MetLife

Stable Value

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

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

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

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

Connecting the Dots

DC adviser Survey Report highlights