Thought Leadership

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Ken Waineo explains the benefits of collective investment trusts in Advisor Magazine.
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A managed account offers personalized help that may be just what employees need now to help them plan for retirement.
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Some plan providers are more diligent about data management than others. Ask the right questions to find the data technology solution that's best for your clients.
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With uncertainty from the pandemic and market volatility, your clients may be finding it even harder to help employees save for retirement. This may be a good time to revisit the advantages of a managed account service.

Saving for retirement is the top financial concern for 70 percent of employees, according to a study by The Standard. But only 33 percent are confident about their level of retirement readiness.
Employees would welcome professional help as they plan for retirement, research shows.
The Standard’s research shows that only 33 percent of employees are confident about their level of retirement readiness. Adding automatic features to your retirement plan can help improve retirement outcomes.