Skip to main content.

Retirement Planning Resources

Home / Retirement Center / Retirement Planning Resources

Developed for plan advisors, these educational resources and reference materials on retirement plans and planning can help you better serve your clients and prospective clients.
z - Cover Image: Managed Accounts as a Retirement Plan Solution
Managed Accounts as a Retirement Plan Solution

Plan sponsors have a wide variety of investment solutions available to them in today’s retirement plan marketplace. This paper provides a framework for evaluating the potential benefits of including managed accounts as a complementary plan solution alongside participant-directed investments and target date funds.

PDF
z - Cover Image: Leveraged Loans and High Yield Bonds: Hedging Inflation in Retirement Plans
Leveraged Loans and High Yield Bonds: Hedging Inflation in Retirement Plans

With inflation a growing concern, retirement investors may wish to consider an allocation to non-traditional inflation hedges like high yield bonds and leveraged loans which offer little to lower duration risk, respectively, and a low correlation to investment grade bonds, as well as other benefits.

PDF
z - Cover Image: Plan Fees Benchmarking Primer
Plan Fees and Benchmarking

This primer examines the importance of fee benchmarking, a critical service that helps plan sponsor clients fulfill their ERISA fiduciary responsibilities and differentiate themselves in a crowded marketplace.

PDF
z - Cover Image: Plan Design Strategies for Success
Plan Design Strategies for Success

This primer shows how effective plan design benchmarking support can be a powerful tool in attracting and retaining retirement plan clients.

PDF
z - Cover Image: Strategies for Maximizing Retirement Savings
Strategies for Maximizing Retirement Savings

This article discusses the three types of employee contributions that can be included in a 401(k) plan—pre-tax deferrals, Roth contributions, and after-tax contributions—and how each type aligns with different retirement savings objectives.

PDF
z - Cover Image: Annual Retirement Plan Checkup
Annual Retirement Plan Checkup

One of the most important components of an annual plan check-up is benchmarking plan metrics to determine how well it measures up to other plans. Regular benchmarking can identify potential weaknesses and provide an opportunity to recommend enhancements. This worksheet provides topics that may be appropriate for a plan’s annual check-up.

PDF
z - Cover Image: Plan Contribution Limits - 2019
Plan Contribution Limits

A reference guide to 2019 annual contribution limits for retirement savings accounts, as established by the Internal Revenue Service.

PDF