401(k) Specialist
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Your team may be consistently reaching the finalist round, but are you winning business as often as you should? In today's competitive retirement plan marketplace, there are often small, overlooked factors that influence a sponsor's final decision...
On-demand
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Thursday, October 21, 2021 · 2:00 PM EDTCollective investment trusts (CITs) are steadily gaining pace as the investment vehicle of choice for intermediaries with growth in this segment outpacing the overall 401(k) market. Against a wider backdrop of declining contributions, CITs stand o...
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Friday, April 23, 2021 · 12:00 PM EDTMuch is made of the increasing need—and demand—for customization in retirement plans, and custom target-date funds and managed accounts certainly fit the bill. But are they worth the cost? Do they really improve participant outcomes to justify the...
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Thursday, November 12, 2020 · 1:00 PM ESTMany plan sponsors are passing through fire as a result of the economic impact of COVID-19, and are trying to move forward in a new normal. While the recent singeing is still current in memory, it is essential that plan sponsors take steps to insu...
