by Wallace Blankenbaker | Feb 19, 2019
2019 has started off fast with strong markets and optimism around new legislation amid continued economic expansion. In this 30 minute webinar, we recap 2018 industry business results, review our members business outlook and top priorities for 2019, and share how our...
by Wallace Blankenbaker | Dec 11, 2018
Now more than ever technology has made it possible for companies to know their customers. From tracking their online behavior to building a full social/demographic profile, companies have access to endless sources of data. As a result, firms – like Amazon – can build...
by Wallace Blankenbaker | Nov 27, 2018
For years, retirement providers have lamented their inability to “engage” plan participants. However, in recent months, we’ve seen a host of new digital tools aimed at getting participants to take action…and succeeding. This one-hour webinar...
by Wallace Blankenbaker | Oct 25, 2018
2018 has been an extremely active year in the retirement business, one characterized by several positive developments for retirement providers. Fears over the fiduciary rule in 2017 have been replaced by new legislation that promises greater opportunities today. Data...
by Wallace Blankenbaker | May 22, 2018
Proprietary and “off the shelf” target date funds continue to dominate the QDIA slot, but competition has heated up in 2018: open architecture TDFs, custom TDFs, and managed accounts have all been proposed as “better” options for participants....
