White Papers 2023
Sponsor Submitted Materials:
Accenture: The Changing Retirement Recordkeeping Landscape in the US
Allianz: Navigating the Market for Guaranteed lifetime Income Products
Broadridge: The Engagement Imperative. Charting the Changes Reshaping the Retirement Industry
Empower Institutional: From Taboo to Mainstream: Getting Employees to Talk about Money
Enterprise Iron Financial Industry Solutions: Navigating the Compliance Landscape
FIS: The Path to Modernizing Your Retirement Business
Franklin Templeton: Fiduciary Considerations: The Qualified Default Investment alternative
Great Gray: CIT Adoption E-Book
Lincoln Financial Group: Renewing Confidence, Recharging Retirement
Mission Square Retirement: Public Sector Employee Financial Wellness Program Needs and Preferences
Nuveen: A Fiduciary’s Guide to Offering Lifetime Income, The Next Evolution of Retirement Plans Securing Lifetime Income and Now is the Time for a Pension Reinvention
PIMCO: Auto-Personalization and Plan Sponsor Suitability: Benefits for Sponsors and Participants Alike
Proof: Built to Support the Retirement Industry
Putnam Investments: Frequently Asked Questions about Collective Investment Trusts (CITs)
Raymond James: Family Meeting Guide
SS&C Retirement Solutions: Retirement Plan Recordkeeping and Servicing – Six Key Questions to Consider When Thinking of Outsourcing
