Unlock Insights on Women and Retirement Planning

September 24, 2024

Our newest research brief, Women and Retirement: A More Connected Experience, revealed that women consider retirement planning a personal decision. But most want to work with experts for help.

Get ideas on how you can tailor your services to meet the needs of women planning for retirement.

Sales Insights & Tools

More About Sales Insights & Tools

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Some employers may be better candidates for a pooled employer plan than they realize. For retirement plan advisors, knowing what to look for can open the door to more strategic conversations — and more value for clients.

Managed Accounts: A Clear, Defensible Framework for Selection and Oversight

Managed accounts aren’t a set-it-and-forget-it decision. Your fiduciary process shouldn’t be either. Get insights and guidance from Fiduciary Law Center’s Matthew Eikman, J.D., AIF® and our managed account partner, Stadion Money Management.

New Stable Value Funds Combine Competitive Design With Operational Simplicity

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Tips From Top Advisors on Driving PEP Adoption

Discover expert strategies top advisors use to guide employers into pooled employer plans and drive PEP adoption.

Are MVAs Here to Stay?

Mike Shamon, regional vice president, Stable Value Solutions at The Standard, looks ahead at market value adjustment trends and what to expect in 2026.