Thought Leadership

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Keeping Stable Value Options Stable

15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money market funds—making stable value a significant part of a plan lineup.

Redefining Wellness: It Starts with the Employer

When it comes to benefit program delivery, the definition of “wellness” is about to change.

One Portfolio at a Time: Adaptive Managed Accounts Seek Optimal Retirement Incomes

Interview with Terry Burns

Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy

Advisers angling for new business might rethink their need to hook a whale.

Participants Have The Right Mindset, But “We Still Have Work To Do”

Plan design can certainly help drive outcomes, but as an industry, we still have work to do

Rationality and Retirement: Mutually Exclusive?

Behavioral finance may help to overcome cognitive biases.

Published in PLANADVISER | December 21, 2015

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

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

Published in PLANADVISER | December 21, 2015

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

Todd Howard

National Sales Manager, Retirement and Investment Only, Voya Investment Management

Ed Moslander & Ben Lewis

Ed Moslander, Senior managing director at TIAA-CREF; Ben Lewis, Senior managing director institutional relationships at TIAA CREF

Mike Miller & Anne Lester

Mike Miller, Head of Retirement Distribution, US Funds Management at J.P. Morgan Asset Management; and Anne Lester, Portfolio Manager and Head of Retirement Solutions, J.P. Morgan Asset Management

Sponsored by J.P. Morgan Asset Management

Published in PLANADVISER | December 17, 2015

James Macey

Senior vice president, portfolio manager at Franklin Templeton Solutions

Sponsored by Franklin Templeton Investments

Published in PLANADVISER | December 17, 2015

Scott Wittman

Chief Investment Officer for Asset Allocation at American Century Investments^®

Sponsored by American Century Investments

Published in PLANADVISER | December 17, 2015

Christen Marsenison

Vice president of corporate strategy and development for Envisage Information Systems

Sponsored by Envisage Information Systems

Published in PLANADVISER | October 8, 2015

Client-Centered Solutions For a Customized Plan

The ideal retirement plan makes it possible for advisers to both reduce plan sponsor clients’ fiduciary risk and maximize plan participant savings.

Frequently Asked Questions: DoubleLine Core Fixed Income Fund

Learn more about DoubleLine's Core Fixed Income Fund as Bonnie Baha answers frequently asked questions.

Leading Edge

The future of technology in retirement plans.

Sponsored by Envisage Information Systems

Published in PLANADVISER | August 13, 2015

Digging In to Diversification

The value of offering well-managed target-date funds for all markets.

The Affordable Care Act: Retirement Advisers' Upcoming Opportunity

As smaller businesses grapple with the Patient Protection and Affordable Care Act (ACA), they are more interested than ever in support from advisers who understand the terms of the ACA and can help them understand what these mean for company benefits packages—and retirement plans.