THOUGHT LEADERSHIP

Two Key Themes for DC Plans

Sponsored by PIMCO

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.

A Fresh Look

Questions about choice and fees for target-date funds give plan advisers reasons to reevaluate

Inside America’s Savings Plans

Americans are faced with many competing financial priorities, and must consider the ramifications of living longer, escalating healthcare costs, and the costs of higher education. So how do Americans prioritize, and what are most of them saving for? Ascensus’ 2016 trends report examines savers across retirement, health savings, and college savings plans to find answers.

Universal Opportunity

The 403(b) market requires knowledge and the right experience.

Quality Plus Service Plus Value

The changing discussion about fee reasonableness.

Expert Retirement Plan Design

Ascensus Consulting provides both specialized plan design and education to retirement plan advisers.

The Countdown

Navigating Through Money Market Reform and Beyond

A Partner in the Field

Ascensus helps advisers navigate the changing retirement landscape

Changing the Conversation To Income

The industry’s evolving focus on managing income risk and the role of advisers in the discussion.

Retirement Technology

Revolution, Not Evolution

2015 Movers & Shakers

Envisage Information Systems, TIAA-CREF, Franklin Templeton Investments, Wells Fargo, J.P. Morgan Asset Management, American Century Investments, Voya 2015-12-22

Expert Insight

An adviser and recordkeeper confront challenges in the retirement plan industry.

Planning for Income

A new approach to target-date funds leads to a focus on retirement income.

Joe Ready

Executive vice president, Wells Fargo Institutional Retirement and Trust