Retirement Planning

ESG Investing in Retirement Plans: Help for Plan Advisors ESG Investing in Retirement Plans: Help for Plan Advisors

What you need to know to help retirement plan sponsors choose sustainable funds, including the most current guidance from the Department of Labor.

  • April 21, 2022
Beyond Alphabet Soup: Help for Plan Sponsors Considering ESG Beyond Alphabet Soup: Help for Plan Sponsors Considering ESG

Guidance for plan sponsors who want to use sustainable funds in their retirement plans consistent with ERISA and Department of Labor fiduciary requirements.

  • April 18, 2022
The Case for Taxable Retirement Investing: Part 2 The Case for Taxable Retirement Investing: Part 2

Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.

The Case for Taxable Retirement Investing: Part 1 The Case for Taxable Retirement Investing: Part 1

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.

Asset Location Strategies Asset Location Strategies

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.

Choosing an Optimal Target Date Solution Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

Natixis Investment Managers’ Stance on ESG in Retirement Plans Natixis Investment Managers’ Stance on ESG in Retirement Plans

Natixis Investment Managers recently urged the DOL to consider five key points related to ESG investing in retirement plans.

  • July 28, 2021
Sustainable Funds Drive Participation in Company’s 401(k)
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Sustainable Funds Drive Participation in Company’s 401(k)

VP of Finance & Operations explains how the Natixis Sustainable Future Funds® improved 401(k) plan contribution rates since adoption in 2017.

  • January 28, 2021
Investing for Retirement
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Investing for Retirement

The first ESG-driven target date mutual funds – designed to help plan participants invest for the future with purpose.

  • August 31, 2020
Mission Critical: Sustainable Retirement Investing
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Mission Critical: Sustainable Retirement Investing

See why the Shelton Group uses the Natixis Sustainable Future Funds® in their 401(k) plan.

  • August 13, 2018
Defined Contribution Survey – Attitudes, Actions, Assessments Defined Contribution Survey – Attitudes, Actions, Assessments

As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.

  • November 21, 2016