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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
September 10, 2018
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…
August 23, 2018
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…
June 20, 2018
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:…
June 7, 2018
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
January 10, 2018
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…
November 8, 2017
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…
August 9, 2017
‘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.
April 6, 2017
Why Choice is Champion in the New 401(k) Fiduciary World
Fiduciary rule 401(k) advisors gain insights on ERISA 3(38), compliance, and outsourcing to enhance plans and reduce liability.
March 8, 2017
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…
January 4, 2017