PLANSPONSOR is pleased to present the next edition of our Thought Leadership Round-Up newsletter. Here we feature articles, whitepapers, webcasts, and videos from thought leaders in the industry. The content is intended to help plan sponsors gain a deeper understanding of nascent trends and provide key insights and analysis on the retirement benefits space. |
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| Published in PLANSPONSOR | Defined Contribution: Four Themes for 2018 and Beyond | In our view, the prospective low-return environment calls for a capital-efficient approach that pairs actively managed bonds with passive or enhanced equities in target-date, core and retirement-income allocations.
| Sponsored by PIMCO |
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| Published in PLANSPONSOR | Retirement Plan Trends: What keeps Plan Sponsors up at night? | Do you want to reduce the risks that come with plan management and improve participants’ outcomes?
Interest in delegating authority to a third party as a 3(38) investment fiduciary is increasing especially in the Mid-Market. A big challenge is that delegation means many different things and multiple labels and structures are grouped under the term. And, though fiduciary risk cannot be completely eliminated, Mercer’s suite of solutions can help DC Plan sponsors manage risk and potentially sleep better. | Sponsored by Mercer |
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| Published in PLANSPONSOR | Achieving Better Retirement Outcomes for Participants | Learn about NEW retirement income services available to plan sponsors leveraging academic research and interactive technology to help retirees make their savings last 2-7 years longer. The innovative service combines education with personalized reports to engage participants before they retire. | Sponsored by Income Strategy |
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| Published in PLANSPONSOR | The “KEY” to Fiduciary Freedom: 3(38) & 3(16) | Join Larry Deatherage, Principal and Co-Founder at Retirement Benefits Group, David Donaldson, President at ERISA Smart, and Andrew Miller, Director of Product Development at Principal Financial Group as they discuss the different options available for reducing your liabilities and responsibilities as a plan sponsor. | Sponsored by GRP Advisor Alliance |
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| Published in PLANSPONSOR | Using Employee Data to Select an Optimal Default: Where Can Managed Accounts Fit? | Plan sponsors have the responsibility to select a default investment solution that meets the needs of their diverse workforce. Meeting individual retirement needs can be a challenging proposition, but with a managed account option, employees can access personalized, and professionally-managed investment advice as well as tailored savings and retirement age advice. | Sponsored by Morningstar |
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| Published in PLANSPONSOR | Innovations in Financial Wellness: A Fresh Look at Health Savings Accounts & Decumulation | This webcast will discuss innovation and the world of financial wellness, including how Health Savings Accounts are becoming a part of the retirement conversation. The session will also cover how the combination of innovative DC plan design and investment solutions can help meet the unique objectives of participants approaching or in retirement. | Sponsored by GRP Advisor Alliance |
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