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.


Connecting Wealth to Health in the Wellness Equation

Financial wellness is a bit of a conundrum. Its roots are in a person’s wallet, but when things go wrong, it can impact their health. As a result, employee benefit programs that don’t include a financial component may not be addressing a critical impediment to wellness.

Randy Long

Founder and Managing Principal of SageView Advisory Group


Elaine Sarsynski

Executive Vice President, MassMutual Retirement Services and Workplace Solutions, and Chairman, MassMutual International


2014 Movers and Shakers


Tax-Exempt Opportunities

Advisers looking to specialize can find ­opportunities in the tax-exempt market


Easing the Student Debt Crisis

How a holistic approach can help


Industry Pulse

Panelists in the CEO Roundtable session discuss retirement plan industry trends and direction

Home Office Insights

LPL Financial’s CEO discusses the value offered by broker/dealers


Raising the Bar In Target-Date ­Evaluation

“If you challenge conventional wisdom, you will find ways to do things much better than they are currently done.” —Moneyball, by Michael Lewis


Plan Design First

How advisers can help plan sponsors and participants by prioritizing plan design initiatives

Art and Science

Evaluating target-date funds

Leveling the Playing Field

“When’s the last time you met someone who said they wanted to be treated unfairly?”

Customized Support

Providing flexibility for plan advisers to improve outcomes

Making Sense of TDFs

Essentials of target-date fund design and analysis

Unique Focus

Specializing in the small-plan segment