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Leaders Speak
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Simple and Sophisticated: the OneAmerica ComboPlan Retirement Product is Revolutionizing the Tax-Exempt Market
Article Presented By: “One of the things we do best is listen to customer needs and translate them…
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
These 3 Takeaways from the BlackRock Savings Summit are Driving the Future of Retirement
The events of 2020 have exposed pre-existing fault lines in the U.S. savings system, from emergency savings to longer-term goals like saving for retirement. Article provided by BlackRock
2020 Financial Stress Survey
Get full details in John Hancock’s 2020 financial stress survey.1 Some highlights from our seventh annual study: Stress…
Transition Risk (or, What Mike Tyson Can Teach Us About Retirement Plan Investing)
Mike Tyson famously said that “everybody has a plan until they get punched in the mouth.” That wisdom is oddly relevant even to retirement planning, because life and financial markets are constantly throwing punches at plan participants.
Passive target date funds: Separating myth from reality
The active decisions that go into target date fund design can translate into meaningful differences in risks and…
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…
4 Reasons Why Access to a Retirement Plan is a Major Advantage
BlackRock’s annual People & Money report* explains why defined contribution participants are better positioned for a secure retirement
3 Ways Advisors are Using Data to Prioritize Plan Changes
Over the last decade, the retirement industry has witnessed the significant impact of strategic plan design on participant outcomes. A growing body of research shows the benefits of features like auto-escalation, auto-enrollment and more, but how do plan sponsors decide which levers… Article Presented By: BlackRock
The Danger of Unintended Volatility
Many multi-asset class portfolios have been riding a wave of upside volatility for so long it can mask…