Industry Intel Roundup Logo
Industry Intel Roundup Logo
for the month of March 2020
PLANSPONSOR is pleased to present the next edition of our Industry Intel Roundup newsletter. Here we feature articles, whitepapers, webcasts, and videos from thought leaders in the industry. This 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 Thought Leadership
Why COLI? Why MassMutual?
Interview with Mark Laramee Managing Director of COLI Sales, Institutional Solutions
The Benefits Balancing Act
Offering more benefits typically leads to recruitment success, but it's not as simple when it comes to retention.
Featured Whitepapers
The Forgotten Participant
Examining defined contribution participant investing behaviors and decision-making
SPONSORED BY: Franklin Templeton
Quantitative Science—Actively Adding To Fixed Income Decisions
Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.
SPONSORED BY: MetLife Retirement & Income Solutions
From Traditional to Transitional: How the Nation’s Retirement Model Is Changing
81% of employers say they have workers delaying retirement because they feel financially trapped.1
Featured Webcasts
Navigating the student debt crisis
How you can help your employees find student debt relief without breaking the bank
Getting the most out of your Financial Wellness benefit
What is Financial Wellness, and how will it impact the American worker? Very simply – Financial Wellness is a benefit that will alleviate stress from a person who needs guidance sorting out their financial situation, whatever it may be. A benefit that will make happier, healthier, and more productive workers. Join Advisor Kyle Posvistak as he goes through; tactics to engage employees with a wellness program, bandwidth gain to HR by decreasing an already busy workload, and real-life examples he has seen in companies that invest in such a benefit.
Retirement Plan QDIA Best Practices
Recent surveys indicate that both participants and plan sponsors have concerns about adequately meeting saving needs for retirement. Fortunately, evolved plan design and innovative product offerings could be the silver lining that forms the foundation of next generation retirement planning. Managed accounts can be an important component of income generation for retirement.
Strengthen your retirement plan to help improve participant outcomes
Your company’s retirement plan investment strategy is critical to optimizing participant outcomes and supporting their ability to retire successfully.
SPONSORED BY: Fisher Investments
The Retirement Pro’s Playbook: A Guide to Making Your QDIA a Winner Through Personalization.
Defined contribution plan sponsors and retirement plan advisors are becoming increasingly aware of Retirement Managed Accounts and the potential benefits they could deliver to participants. Intrigued by the upside, but hindered by “new and different,” sponsors and advisors need guidance on what to do next.
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