IMPACT Fall/Winter 2007 (pdf 750kb) Behavior-changing participant campaigns, Fidicuary solutions, 403(b) Regulations and more.
What Drives Sponsor Satisfaction? (pdf 764kb) September 2007 Roundtable discussion/article from PLANSPONSOR magazine.
Stable value: a New Look at an Old Standard (pdf 1.4mb) November 2007 Roundtable discussion / article from PLANSPONSOR magazine.
IMPACT Spring / Summer 2006 (pdf 751kb) Participation strategies, PPA Update, ING Solution Portfolios and more.
Does Buy and Hold Still Make Sense? (pdf 200kb)It's tough to argue with a buy-and-hold investment philosophy in rising markets, but when markets turn down it seems that everyone has a better approach. Here's a closer look at the buy-and-hold strategy, its conceptual underpinnings, and its relevance for today's investors.
Closing Arguments (pdf 191kb)Effective investment professionals work to "close" deals, but they should also strive to respect their clients and build long-term relationships.
Helping Your Clients Plan for the AMT (pdf 176kb)Helpful information and strategies and what you can do to help your clients plan for the AMT.
Influential Friends (pdf 88kb)Have you tapped into the centers of influence around you? If you don't know what we're talking about, it may be time to consider the power of "influential" friends.
Marketing Yourself and Cultivating Your Client Base (pdf 180kb)Just as a large corporation must work to develop and promote its own image and place in the business world, you too must develop your own brand and pinpoint the people you wish to serve.
Mind and Body (pdf 207kb)Why is your client stalling? To find out, you should listen to your client and monitor your own body language.
Build Your Business by Partnering with CPAs (pdf 159kb)Establishing strategic referral relationships with tax and accounting professionals may be hard work. But for investment advisors willing to devote the time, effort and resources to a focused marketing program, it can be very rewarding.
Help Your Clients Stop Chasing Performance (pdf 177kb)The biggest investment challenge your clients face is adopting a disciplined financial plan and sticking to it. Your biggest challenge as a financial advisor is keeping your clients on the right track.
Lifecycle Funds (pdf 500kb)An article that discusses Lifecycle Investing and how it could make asset allocation easier for your participants.
Saving for Retirement (pdf 706kb)Insights on why some people save for retirement while others don't.
Roth Ready (pdf 100kb)ING helps you to understand new Roth provisions and whether or not their right for you and your employees.
Consider this your Wake Up Call (pdf 196kb)Information about behavioral finance and the effects on your employees retirement security.
Hook, Line & Sinker (pdf 1mb)Helpful tips and information to encourage plan participation with your employees.
Different Paths (pdf 169kb)How age and gender can affect attitudes toward retirement.
Talking to Me? (pdf 1.83mb)Information regarding effective retirement program communication to your employees and what that means for you.
In too Deep (pdf 570kb)The facts about how personal financial difficulties affect your employee participation and what employers can do to help.
IMPACT fall 2006 (pdf 1.3mb)IMPACT Magazine features Automatic Enrollment, Roth, International Investing, and more.
IMPACT Extra: The Pension Protection Act of 2006 (pdf 241kb)An overview of the Act's provisions.
PLANSPONSOR Roundtable: The Measure of a Plan (pdf 647kb)Top retirement specialists join two ING executives to talk about the importance of competitive benchmarking retirement plans.
PLANSPONSOR Roundtable: 401(k) (pdf 250kb) Three ING executives speak about the new realities in 401(k) plan design and behavioral finance, with thoughts about how plan sponsors can design plans that help participants overcome psychological and emotional investment roadblocks.
Military Service and USERRA (pdf 341kb)A description of rights military service members hold regarding employment.
Retirement Plan Communications (pdf 497kb)Communication is key. ING offers you ideas to help you communicate your retirement plan to your employees.
Provider Comparison (pdf 132kb)A worksheet to help you analyze and choose the provider that's right for your company