White Papers 2022

Sponsor Submitted Materials:

Broadridge: The Engagement Imperative

Cogent Syndicated: DC Participant Planscape

Cogent Syndicated: Retirement Planscape

Congruent Solutions: Modernization in the Retirement Plan Industry & the Journey to the Cloud

Corporate Insight: Workplace Finance Digital Best Practices

Empower: Battling Inflation: Investing Perspectives

Enterprise Iron Financial Industry Solutions, Inc: Cycle 3 Plan Restatements Delivery

Envestnet: Taking the Measure of Advice

FIS: Three Steps to New Growth for Retirement Plan Providers Report – 2021 Readiness Report

Franklin Templeton: Goal Based Personalization in Managed Account Investing

Lincoln Financial Group: Getting Participants to and through Retirement with Confidence

MissionSquare Research Institute: Public Workforce Anxiety: Economic and Otherwise

Notarize: Guide To Online Notarization

NWPS: Interview with Tim Wulfekuhle & Scott Merriman

PIMCO: Auto-Personalization & Plan Sponsor Suitability

SS&C Technologies: Using Data to Drive Participant Outcomes

TIAA: A Better Target Date Strategy

Wilmington Trust: Innovation takes flight for collective investment trusts in retirement plans