Research & Insights

Publications

The Participant

Painting a Portrait of Retirement's Future.

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Global Retirement Reality Report

Exploring retirement realities around the world reveals a formula for happiness, with different applications for employers and employees.

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Investment Solutions

DC Investment Options

We leverage a full range of institutional capabilities, including securities lending options, to enhance retirement outcomes.



Target Date Funds

Illustrates how true diversification manages risks and benefits at each stage of savers’ lives.


Seeing Index-Based Target Date Funds Differently


Our target date strategy assessment for 2019 focuses on the investability, desirability and suitability of STRIPS.


Assess fixed income in target date strategies.


When it comes to index-based target date strategies, there seems to be some confusion.



Retirement Income

We posit a solution to longevity issues, sponsored and co-authored by the Regents of the University of California.



Index Investing

Look beyond fees when evaluating index investing managers; consider size and scale, vehicle selection and securities lending.


Learn how true collective investment trusts can reduce a plan’s tax burden, specifically around international investments.


Flexible pricing, tax advantages, fee efficiencies. CITs can offer meaningful advantages over mutual funds.


Gain an easy-to-use framework to guide comparison across the range of securities lending programs in the market today.



Active Solutions

Those closest to retirement are most heavily invested in the core. But are their investment options the right ones?




Public Policy

Financial Wellness

An August 2018 IRS ruling supports employers in addressing the contribution clash.



Saving Sufficiency

Adding retirement income projections to savings statements could be the nudge participants need.



Fiduciary Oversight

The Department of Labor’s fiduciary rule was invalidated, but other regulators are pushing forward with their own regimen.



Access & Coverage

President Trump’s 2018 Executive Order is intended to further retirement security, including clearing a path for MEPs.


Today, many don’t have access to employer-sponsored retirement savings plans. Are MEPs the answer?


States are picking up where federal action has idled by rolling out state-level retirement savings programs.



Retirement Income

The legislative landscape can be dizzying, particularly around retirement. Our experts offer insight in an April 2019 webinar.




Participant Engagement

Plan Utilization

We share practical tips with plan sponsors seeking to best support pre-retirees invested in the core menu.


Gain insight on how to inspire participants’ behavioral change within a benefits program (scroll down).


Investment decisions, particularly around retirement, can seem complex. Target date funds make it easy (scroll down).


Your retirement plan may not be fully diversified. Consider the impacts of inflation and the opportunity of real assets (scroll down).



Financial Wellness

Use this framework to help start financial wellness conversations in your organization.


These competing costs are creating financial friction for many. We offer employers three practical tips to ease workers’ tensions.



Retirement Income

Learn about our retirement income solution, IncomeWise, which includes an option for a guaranteed lifetime income (scroll down).




Practice Management

Grow

Gain tips and tricks from elite DC advisors for growing and evolving your business.


A strong social media presence can be an advantage to your DC practice, but it is critical to understand how to focus your efforts.



Manage

Engage your clients in cybersecurity conversations, with a focus on cyber threads to retirement plan data and protocols for protection.


Gain an easy-to-use framework to guide comparison across the range of securities lending programs in the market today.