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George, JD, CEBS, is senior vice president, adviser services at Manning & Napier.
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Workers estimate they’ll need over $5K in monthly retirement income, but many have no clear strategy for turning savings and investments into a steady paycheck.
New JD Power research finds employees with better retirement plan apps are more engaged, more likely to consolidate assets and more likely to stay invested.
From fiduciary guidance to financial education, advisers are taking on more responsibility as sponsors expand investment choices and focus on participant outcomes.
A financial spreadsheet alone cannot capture the total value and performance of a benefits program, nor can numbers on a ledger guarantee long-term operational success.
A pensions specialist explains why fiduciary responsibility extends beyond investment oversight and how proper safeguards serve as a critical layer of protection.
