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Research: What Advisors Think About Financial Wellness
Differentiating is important—especially amid fee compression—and many advisors seek to do so through financial wellness. I think it…
A Major Development (and Disruptor) in Recordkeeping Innovation
Longer life spans and the decrease in defined benefit pension plans mean more people are responsible for their own retirement savings than ever before... Article presented by: Transamerica
Tech and Touchpoints: How the OneAmerica Extreme Client Focus Fuels Significant Growth
It’s never easy to take on a leading role in a venerable company like Indianapolis-based OneAmerica®, but Sandy…
Unitized Model Portfolios: The Crucial Next Step in Retirement Plan Product Innovation
A competitive differentiator for specialized plan advisors that more effectively address a growing number of retirement needs, unitized…
4 Ways Modern Plan Design is Driving Better Retirement Results
The most effective retirement plans help employees replace most or all of their working income. Article Presented By:…
THE ANCHOR LEG OF THE DC PLAN: Helping Participants Finish Strong with a “Retirement Tier”
Auto-features and financial wellness seem to dominate industry headlines these days. Article presented by: Franklin Templeton
Why Retirement Plans Should Keep Working After Retirement
Everyone seems to want to help workers save for retirement. Employers encourage participants to use automatic payroll deductions…
How Can Plan Sponsors Help Participants Make Better Investment Decisions?
Despite the popularity of one-stop target date funds, about 63% of retirement plan participants still choose their own…
‘Easy Wins’ for DC Plan Design
Inertia is taking hold in some areas of the Defined Contribution (DC) industry today, and the reasons are clear.
5 Considerations for Evaluating Target Date Funds for Better Participant Outcomes
To give participants a better chance for retirement readiness — and to satisfy fiduciary obligations — plan sponsors…