Thought Leadership Round-Up Brought to you by PLANSPONSOR

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.

FEATURED ARTICLES
Published in PLANSPONSOR
Three Key Insights to Consider for Building Confidence and Improving Outcomes

Insights on how using increased levels of guidance and advice may help build better outcomes for your employees.

Sponsored by Charles Schwab Retirement Plan Services
Published in PLANSPONSOR
The Markets Became Volatile—What Will Your Participants Do About It?

Target-date funds can protect participants from impulsive reactions to market volatility.

Sponsored by Vanguard
Published in PLANSPONSOR
Retirement Income Gaining Interest Among Plan Sponsors and Participants

Roberta Rafaloff, head of MetLife’s Institutional Income Annuities business, spoke with PLANSPONSOR about how employers can help guide employees in terms of structuring retirement income.

Sponsored by MetLife
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
FEATURE WHITEPAPERS
Published in PLANSPONSOR
Conning’s Annual Corporate Pension Review 2017 – A Year of Improvement

Gauges current health of U.S. corporate DB pension plans per analysis of plan data 2013-2017.

Sponsored by Conning
Published in PLANSPONSOR
Automatic Rollovers: From Footnote to Fiduciary Best Practice

Learn how automatic rollovers have evolved, and how they will impact retirement plans in the future.

Sponsored by Millennium Trust Company
Published in PLANSPONSOR
What Retirement Consultants Think

Most 401(k) consultants support additional services in plans for retirees.

Sponsored by PIMCO
Published in PLANSPONSOR
Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes

New research: Actions you can take to help meet the changing retirement income needs of your clients

Sponsored by Wells Fargo Asset Management
FEATURED WEBCAST
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
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
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
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
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
FEATURED VIDEO
Responsibility for a Secure Retirement Rests with Employees
Sponsored by MetLife
Employees Looking to Their Employers to Help Create Retirement Income
Sponsored by MetLife
Plan Design Can Lead to More Successful Retirement Outcomes
Sponsored by MetLife
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