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Industry White Papers
22 posts
2020 Financial Stress Survey
Get full details in John Hancock’s 2020 financial stress survey.1 Some highlights from our seventh annual study: Stress…
Passive Target Date Funds: Separating Myth From Reality
Explore the world of target date fund design. Understand the active decisions that shape risks and results for investors.
Thank You from Charles Schwab Investment Management
Thank you for registering to download this whitepaper. Please click here to download now. RELATED POSTING – Passive…
Ascending Through the Fire With an Evolving Fiduciary Governance Approach
Many plan sponsors have passed through the fire as a result of the economic impact of COVID-19 and are trying…
The Danger of Unintended Volatility
Many multi-asset class portfolios have been riding a wave of upside volatility for so long it can mask…
2019 Financial Stress Survey
Financial stress affects most Americans, including most retirement plan participants. For six years, John Hancock has surveyed retirement…
Help Me, Help You: Creating an Employee-Driven Approach to Financial Wellness
Companies are increasingly embracing financial wellness programs for their employees — and for good reason. When integrated into…
Target Date Investing: A Different Perspective on Sequence-of-Returns Risk Around Retirement
Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention…
Retirement Preparedness Survey
Explore the challenges of retirement planning in the 2018 Retirement Preparedness Study. Find out how different generations prepare.
Scoring the Progress of Retirement Savers
Discover the habits of successful retirement savers. Learn how specific employee actions can lead to higher projected lifetime income.