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

TIAA: TMRW focuses on the biggest retirement issues facing employers, employees and the consultants serving them all. You’ll get insight from TIAA and other industry leaders, and we hope you contribute your voice as well