Retirement Plan Advisers 2019

Conversations with plan sponsors

May 20, 2019 | Runtime: 2:08

What's top of mind for retirement plan advisers right now? Jake Gilliam of Charles Schwab says conversations are deeper - and more risk-focused - than ever before.

What are collective investment trusts?

May 20, 2019 | Runtime: 2:23

Advisers are hungry for innvoative tools for retirement plans. Can collective investment trusts be a solution? Steven P. McKay of Putnam Investments offers his perspective.

Using fintech to amp up retirement plan capabilities

May 20, 2019 | Runtime: 1:10

How can technology help you scale your retirement plan advice business? Jim Smith of Morningstar says advisers are leveraging technology in a variety of different ways.

Amping up exposure to real estate in retirement plans

May 20, 2019 | Runtime: 1:35

What's your exposure to real estate? REITs make up less than 1% of most retirement plans, but there's a lot of potential in this sector. Charlie Wenzel of Cohen & Steers breaks down the opportunity.

What's your target date?

May 20, 2019 | Runtime: 2:13

Target date funds offer a unique opportunity for retirement plan advisers. Fidelity's Derek Wallen offers perspective on how and when they can be used.

Building more scalable and effective retirement solutions

May 20, 2019 | Runtime: 2:34

Plan sponsors have the opportunity to triple their default rate. Doug Murray of Voya explains how and where this can be done without negatively impacting enrollment.

The target date funds' arms race

May 20, 2019 | Runtime: 1:37

Advisers need to think critically about their core menu of fund offerings. Stephen Dopp explains how this "arms race" impacts advises and retirement plan participants.

Overwhelmed by options: The retirement planning conundrum

May 20, 2019 | Runtime: 1:29

The average 401(k) fund offers 20 different investment options. Brendan Mahonny of American Funds says most consumers feel overwhelmed. How can you streamline to help participants save smarter for retirement?

 
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