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Defined Contribution Podcast Series

This podcast series features our latest Defined Contribution insights and highlights themes across the economic, regulatory and legislative landscape in an effort to help you make more informed investment and plan design decisions.

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Understanding the benefits of blend strategies

Hear David Blanchett, Head of Retirement Research at Morningstar and our experts discuss how combining active and passive strategies in a blend target date fund seeks to deliver consistent results across a range of market cycles.


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Fiduciary role: Persistent misperceptions

Listen as Dan Notto and Meghan Jacobson discuss our 2017 DC Plan Sponsor Research Findings with a focus on plan sponsors' understanding of their fiduciary role.


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Help participants realize better retirement outcomes

Hear our Chief Retirement Strategist, Katherine Roy discuss essential retirement planning principles that you can use with participants to help them make more informed decisions and take positive steps toward a successful retirement.


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The benefits of adding private real estate to DC plans

Listen to our real estate experts discuss the key attributes of what makes private real estate attractive compared to other alternatives, including its transparent source of value.


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THREE WAYS THE SMARTRETIREMENT TARGET DATE SERIES HELPS BUILD STRONGER PORTFOLIOS

1. EXPERTISE

2. PORTFOLIO

3. SUCCESS

A deep understanding of participant behavior contributes to a glide path designed to meet individuals’ needs for income replacement in retirement. Asset allocation based on a proven investment process with dynamic inputs can deliver optimal glide paths to you and your participants. Our considerable expertise and resources focus on delivering income replacement to your participants.

 

Retirement Resources