Retirement Planning

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

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

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

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

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

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

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

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

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

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

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