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Leaders Speak
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Rethinking the Role of Fixed Income Along the Retirement Savings Journey: From Theory to Practice
We believe that target date funds should align with evolving participant objectives, and fixed income plays a critical role in managing risk.
The Active Equation: When and How to Outperform for Retirement Plan Participants
It's an evergreen debate: whether to include active or index investment strategies in a retirement plan menu in order to offer participants the best possibility of long-term returns. Sponsored by BlackRock
Glide Paths Within the Glide Path
The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be numerous glide paths involving subcategories of the primary debt and equity asset classes, along with alternatives.
Over the Target: Custom TDFs and Managed Accounts in 401(k) Plans
Much is made of the increasing need—and demand—for customization in retirement plans, and custom target-date funds and managed accounts.
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
Explore the world of target date fund design. Understand the active decisions that shape risks and results for investors.