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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.
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
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.
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
Your Next Three Steps to a More Effective Retirement Practice
John Hancock puts effective plan management techniques and technology in every financial professional’s hands... Article sponsored by John Hancock
The State of Stable Value and its Evolving Role in Modern DC Plan Design
Representing approximately $844.3 billion in retirement assets, stable value strategies remain one of the largest allocations in defined contribution (DC) plans. Article presented by: Invesco