Shelby George

Senior Vice President, Advisor Services

Library » Converge, Volume 15: 3 Ways Participants are Driving a New Era of Menu Design

September 13, 2017 | Retirement Plans

The industry has put immense effort into introducing new participants to retirement education and help preparing resources to assist in participants’ long-term needs. While the effort on behalf of those participants can and should continue to be a large focus, there needs to be an additional …

Library » Narrowing In on the Right Approach

August 30, 2016 | Retirement Plans

Introduction One of the primary objectives that plan sponsors are tasked with is designing/implementing an investment menu that affords participants the greatest opportunity to achieve their retirement goals. While this seems like a relatively straightforward task, there is no one-size-fits-all …

Library » An Easy Button for DC Plans?

December 02, 2015 | Retirement Plans

Close your eyes and imagine that there was a button plan sponsors could press that would turn participant inertia into an asset, and help improve sub-optimal asset allocations while simultaneously putting the plan sponsor on more solid fiduciary footing. Luckily there is, it’s called re- …

Shawn Sanderson

Senior Investment Consultant

Library » Converge, Volume 7: Custom Target Date Fund Perspective

August 06, 2015 | Retirement Plans

Target date fund (TDF) selection and monitoring is becoming more important as the assets held in these funds grow. Within the next decade, assets held by target date funds may surpass $1.5 trillion. In recognition of the challenges facing plan fiduciaries specific to evaluating TDFs, in …

Library » Constructing Performance Benchmarks for Life Cycle Options

September 10, 2014 | Retirement Plans

Introduction Active multiple asset class managers generally employ relatively flexible investment mandates, allowing them to invest in a variety of asset classes in varying degrees based on changing market conditions. Performance benchmarks must reflect both the overall asset allocation ranges …

Library » Manning & Napier’s Target Date Strategies as a Qualified Default Investment Alternative (QDIA)

June 05, 2014 | Retirement Plans

Introduction The provisions of the Pension Protection Act (PPA) of 2006 defined target date funds as one of three types of qualified default investment alternatives (QDIA) for use in qualified retirement plans. While the final regulations require plan fiduciaries to meet several technical and …

Library » Common Fiduciary Considerations Related to Target Date Options

May 12, 2014 | Retirement Plans

Introduction Given the variety of target date options available in the marketplace today, how does a plan fiduciary determine which family is right for a specific plan? When evaluating target date options, it is important to keep in mind that quantitative factors play an important role. However, …