Retirement Plan Advisers 2019
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.
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.
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.
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.
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.
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.
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.
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?