Bruce Lanser

UBS Advisor Podcasts

In-Plan Guaranteed Income Trends


A growing number of defined contribution participants are moving from accumulation of assets to withdrawal of funds at retirement. As a result, more plan sponsors are considering in-plan retirement income options. Yet the industry continues to evolve standards on how to best evaluate and select guaranteed income products according to plan preferences.

Voice of the American Worker


The Voice of the American Worker is a study sponsored by Franklin Templeton with the goal of understanding the perspective of the modern American worker. This year’s survey revealed that a sizeable majority of American workers (67%) have re-assessed what they want from their employers due to COVID-19 with nearly half (44%) having considered leaving or left their jobs over the past year. There has never been a more urgent time to evaluate your benefit offering and consider ways to evolve the way you support employee needs.

Inside the Minds of Plan Participants


American workers path to retirement readiness got rocked by the pandemic's disruptions of the past two years. Confidence stumbled, but many workers display a surprising resilience in sticking with their savings. They know what they want from their retirement plans, and sponsors are now doing more that just listening.

Insights for Fiduciaries


Selected Areas of Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers

Cyber Fraud: An ERISA Introduction


Cyber Security is on the all our minds, but preventing cyber fraud has unique challenges for retirement plan sponsors.

Contact information

Bruce Lanser
411 E Wisconsin Avenue
Suite 1700
Milwaukee, WI 53202
(414) 289-3817

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