agenda New York City October 2, :30 am - 8:30 am Registration and Networking Breakfast
|
|
- Sharleen Jones
- 5 years ago
- Views:
Transcription
1 7:30 am - 8:30 am Registration and Networking Breakfast 8:30 am - 8:45 am Opening Remarks: Custom Target-Date Overview Speaker: Julie K. Stapel, J.D. [Conference Chair] Employee Benefits and Executive Compensation Practice, Partner 8:45 am - 9:25 am CASE STUDY: Designing Target-Date Strategies that Provide Predictable Retirement Outcomes As DC plans continue to replace DB plans, it s critical to consider the implications for plan participants. The most obvious and perhaps most significant consequence is the lack of predictability around retirement income. Discover how one large DC plan sponsor designed a custom dynamic asset allocation strategy that dramatically increased the certainty of expected retirement income for their employees. Glenn A. Dial Managing Director, Head of U.S. Retirement Strategy Allianz Global Investors Distributors, LLC Tim Friederich Vice President, Solutions Specialist AllianzGI Global Solutions Maarten Rust Senior Director Financial and Pension Risk Philips
2 9:25 am - 10:05 am CASE STUDY: Dynamic Asset Allocation - Using Valuation to Avoid Financial Ruin in Retirement Custom target date strategies can dramatically improve glide path fit with a participant population s characteristics using company specific information like benefit design, income and savings data, tenure and retirement behaviors. Yet, there is a valuable set of data often ignored in strategic designs asset class valuation. With a 70 year horizon (40 years of saving and 30 years of spending), and an investor base that rarely trades, we will highlight the crucial incremental benefits provided by a dynamic allocation approach that incorporates valuation in its process. In this session, we ll discuss: The history of asset valuations, demonstrating how mean reversion works The importance of asset allocation, which is second only to savings rate in importance within the Savings Success equation Methods of implementing dynamic approaches in custom target-date strategies Communication of dynamic approaches within custom designs James Sia, CFA Defined Contribution Practice Leader Craig Daniels Senior Treasury Analyst Delphi Corporation Brian S. Donoghue Partner NEPC Catherine LeGraw, CFA Asset Allocation Strategist 10:05 am - 10:45 am PANEL DISCUSSION: Managing Expectations for Seamless Implementation Adopting custom target-date into a plan requires coordination and execution amongst several integral parties such as the plan s recordkeeper, investment committee members and its target-date manager who all share the common goal of improving retirement outcomes for participants. This panel discusses what plan sponsors should expect in terms of: Creating an accurate timeline Importance of maintaining transparency on fees Streamlined core menu Participant action required to re-evaluate investment elections Non-responsive participants protected with a QDIA option of defaulting assets into an appropriate TDF Additional tools needed to make custom target-date a realistic option Raymond Decker Managing Director, Head of Institutional Defined Contribution Client Services AllianceBernstein Frank van Etten, CFA Managing Director, Deputy Chief Investment Officer, Multi-Asset Strategies & Solutions William Ryan, SPHR Director, Client Relation Services University of California
3 10:45 am - 11:10 am Morning Networking Break 11:10 am - 11:50 am CASE STUDY: Taking the Next Step in Customization Building custom target funds provides you the opportunity to help your participants reach better retirement outcomes through manager diversification and broader asset classes. However, custom target-date funds are driven by one main factor age. Participants of the same age often have varied retirement income goals and may have saved for retirement differently, or been exposed to unique market experiences. See how one plan sponsor has taken the next step in customization and moved to custom designed asset allocations in an effort to enable participants to understand their personal retirement income goals and put a plan in place to reach them. Josh Cohen, CFA Managing Director, Head of Institutional Defined Contribution Jeff Eng, CFA Director, Retirement Income Solutions Kenneth G. Ingham, AIFA, EA, MAAA, MSPA President and Chief Executive Officer Ingham Retirement Group 11:50 am - 12:30 pm PANEL DISCUSSION: Apples and Oranges? What Should a Fiduciary Consider When Offering Both Target-Date Funds and Managed Accounts As participants look for investment guidance, both target-date funds and managed accounts have become popular plan options. If both are offered in the same plan, what does a plan sponsor need to think about from a fiduciary standpoint? We will explore some of the areas that plan sponsors should be aware of: Reconciling differences in methodology Comfort level with different available asset classes in each offering Understanding fees Cindy Cattin Managing Director, Investment Operations and Risk Management Exelon Holly Verdeyen, CEBS Director, Defined Contribution Investments Christopher Jarmush Area Vice President - Institutional Investment and Fiduciary Services Gallagher Fiduciary Advisors, LLC 12:30 pm - 1:40 pm Networking Luncheon
4 1:40 pm - 2:30 pm KEYNOTE: The Art of Communication Boring, impersonal s. Complicated sign-up forms. PowerPointless presentations. Long, jargon benefit brochures filled with blah, blah blah. We ve all received these confusing communications. And eek we ve probably sent one or two ourselves. The cost of confusion? Inaction, boredom, and frustration for your plan participants, plus the countless time you most likely spend trying to re-explain your message. It s not your fault you just haven t been taught how to explain. Until now. Learn how to make complicated topics easier to understand without putting your plan participants into a sleep-induced coma. In this session, you ll learn a step-by-step approach that will help you explain your ideas delightfully and more clearly so that your participants understand your message and in turn both parties feel confident in taking the next step forward. Speaker: Josh Braun Vice President, Business Development Jellyvision Lab, Inc. (Founded by the creator of YOU DON T KNOW JACK) 2:30 pm - 3:10 pm CASE STUDY: Creating Better Retirement Outcomes Through a Customized Approach to Target-Date Design Many plans are finding that custom target-date affords the design flexibility to more precisely align these strategies with their own investment philosophy and participant demographics/profile. Custom is also being used as a way for plans to incorporate best practices from their DB plans into their DC plans. This client case study will discuss how plan-specific factors, such as the presence of a defined benefit plan or a participant base s labor income profile, combined with a plan s unique objectives can significantly influence the construction and management of a custom target-date solution. Bas NieuweWeme Managing Director, Head of Institutional Distribution Frank van Etten, CFA Managing Director, Deputy Chief Investment Officer, Multi-Asset Strategies & Solutions Robert Palmeri, CFA Director of East Coast Consulting and Head of the Defined Contribution Solutions Group RVK 3:10 pm - 3:30 pm Afternoon Networking Break 3:30 pm - 4:10 pm CASE STUDY: Plan Sponsor Insights on the Role of Mapping and Re-Enrollment in Capturing Target-Date Assets A major reason plan fiduciaries implement custom target-date portfolios is the enhanced control provided to sponsors as these default funds represent an increasing share of plan assets. An AllianceBernstein client will discuss a case study on their plan including the original decision to go custom, the consideration of active versus passive management, enhancements being considered and the governance process of working with their investment committee. As the plan s custom portfolios have been in operation for some time, we will discuss the role of mapping and re-enrollment in capturing targetdate assets and share learning and advice for plans now considering the move to custom. Richard A. Davies Senior Managing Director and Co-Head of North America Institutional AllianceBernstein Tim Dillane Director, Pension Investments Merck & Co., Inc.
5 4:10 pm - 4:50 pm PANEL DISCUSSION: Weighing the Benefits of Measured Risk and Return Sponsors looking to compare a customized strategy over what might be achieved through an off-the-shelf product need to consider several investment factors in making the decision to include custom in their plans. This panel will discuss key factors to examine as plan sponsors share their insights on their own custom experience with the following: More active management through custom Accurately measuring success despite confusing benchmark options Improved portfolio diversification Tim Friederich Vice President, Solutions Specialist AllianzGI Global Solutions Barbara Kontje Director of Global Retirement and Smart Saving American Express Catherine LeGraw, CFA Asset Allocation Strategist 4:50 pm - 6:00 pm Closing Cocktail Reception
agenda Chicago September 30, :30 am - 8:30 am Registration and Networking Breakfast
7:30 am - 8:30 am Registration and Networking Breakfast 8:30 am - 8:45 am Opening Remarks: Custom Target-Date Overview Speaker: Julie K. Stapel, J.D. [Conference Chair] Partner - Employee Benefits and
More informationagenda New York April 10, 2014 The Westin Times Square All sessions will take place in the Majestic Ballroom - 5 th Floor unless otherwise noted
New York April 10, 2014 The Westin Times Square All sessions will take place in the Majestic Ballroom - 5 th Floor unless otherwise noted 7:30 am - 8:30 am Registration and Networking Breakfast 8:30 am
More informationEvolution of the 401(k)-Get your Plan to the Next Level
Evolution of the 401(k)-Get your Plan to the Next Level New York City April 16, 2015 NOTE: All panel discussions will feature a live artist creating real-time visuals that capture all key content of the
More informationConsultants Congress
Register Now! Receive A $600 Discount Investment Management Institute 35th Fall Annual Consultants Congress November 14-15, 2018 Stamford Hilton Hotel One First Stamford Place, Stamford, CT Featured Speakers
More informationReal solutions designed to improve participant outcomes.
DEFINED CONTRIBUTION SOLUTIONS Real solutions designed to improve participant outcomes. INVESTED. TOGETHER. Is your DC plan keeping pace with today s DC challenges? DC PLANS ARE CHANGING. Today, many workers
More informationCASE STUDY: Plan Sponsor Insights on Custom Target-Date and Re-Enrollment
CASE STUDY: Plan Sponsor Insights on Custom Target-Date and Re-Enrollment Tim Dillane Director, Pension Investments Merck & Co., Inc. Dick Davies Senior Managing Director AllianceBernstein, L.P. Today
More informationA Custom Retirement Plan Benchmarking Report For ABC Company
[1.1] A Custom Retirement Plan Benchmarking Report For ABC Company [Date] John Smith Firm Name 000.000.0000 AllianceBernstein Investments, Inc. (ABI) is the distributor of the AllianceBernstein family
More informationA powerful combination: Target-date funds and managed accounts
A powerful combination: Target-date funds and managed accounts Summer 2016 Executive summary Salt and pepper Rosemary and thyme Cinnamon and nutmeg Great chefs often rely on classic combinations to create
More informationCustomized Target Date Solutions
Customized Target Date Solutions Multi-asset class strategies tailored for plan-specific needs and goals J.P. Morgan Asset Management s defined contribution expertise and outcome-focused portfolio structuring
More informationTARGET DATE. EVALUATION Top advisors share experiences and insights on the use of target date funds
TARGET DATE EVALUATION Top advisors share experiences and insights on the use of target date funds What are some of the factors that influence decision makers choices about target date funds (TDFs)? Is
More informationDeep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price
Deep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price troweprice.com/dcio Investment solutions designed for a multifaceted retirement landscape Today, defined contribution (DC)
More informationDeep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price
Deep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price troweprice.com/tdf Investment solutions designed for a multifaceted retirement landscape Today, defined contribution (DC)
More informationTarget date funds: Translating Department of Labor guidance into action
RETIREMENT INSIGHTS Target date funds: Translating Department of Labor guidance into action IN BRIEF In February 2013, the U.S. Department of Labor (DOL) issued eight tips to help plan fiduciaries with
More informationDeep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price
Deep Experience. THOUGHTFUL INNOVATION. Target date solutions from T. Rowe Price troweprice.com/tdf Investment solutions designed for a multifaceted retirement landscape Today, defined contribution (DC)
More informationRethinking. the defined contribution core investment line-up. Better choices can lead to better outcomes
Rethinking the defined contribution core investment line-up Better choices can lead to better outcomes Despite the changes in the defined contribution (DC) industry over the past 30 years, the typical
More information2014 Retirement Webinar Series
2014 Retirement Webinar Series Emerging Trends in DC Investments: Learning from the Leaders Alison Borland, Clinton Cary, Winfield Evens Retirement Webinar Series February 19, 2014 1 Agenda Section 1 Section
More informationLearn from Morningstar Experts. Morningstar Advisor User Forum in conjunction with the Morningstar Investment Conference May 27, 2009
Learn from Morningstar Experts Morningstar Advisor User Forum in conjunction with the Morningstar Investment Conference May 27, 2009 Exclusively for Morningstar Advisor Clients Morningstar s fourth annual
More informationTarget date funds: Translating Department of Labor guidance into action
RETIREMENT INSIGHTS Target date funds: Translating Department of Labor guidance into action IN BRIEF In February 2013, the U.S. Department of Labor (DOL) issued eight tips to help plan fiduciaries with
More informationA New Paradigm DELIVERING RETIREMENT BENEFITS TO HEALTHCARE AND HIGHER EDUCATION EMPLOYEES
Q&A PANEL January 2019 Retirement benefits insights to inform your decision-making. A New Paradigm DELIVERING RETIREMENT BENEFITS TO HEALTHCARE AND HIGHER EDUCATION EMPLOYEES The retirement benefits environment
More informationCASE STUDY: Taking the Next Step in Customization
CASE STUDY: Taking the Next Step in Customization Josh Cohen, CFA, Head of Defined Contribution Jeff Eng, CFA, Director Retirement Income Ken Ingham, President & CEO, Ingham Retirement Group Important
More informationSponsored by: Sponsored by:
1 day 12 sessions 120+ attendees Performance Measurement Americas 2016 Attendees by SECTOR Buy-Side Firm Bank Solution Provider Misc Performance Measurement Americas 2016 Attendees by SENIORITY Analyst,
More informationBenefit from a new fiduciary approach
RUSSELL INVESTMENTS DEFINED CONTRIBUTION FIDUCIARY OUTSOURCING SERVICES Benefit from a new fiduciary approach INVESTED. TOGETHER. New challenges require new solutions In a world where many employees will
More informationOCIO SOLUTIONS SUMMIT
Register Now! $200 off Investment Management Institute 165 W. Putnam Avenue, Greenwich, CT 06830 www.investmentmanagementinstitute.com/dev PRESENTS OCIO SOLUTIONS SUMMIT June 13, 2018 The Stamford Hilton
More informationDiscover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry
23 March, London Discover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry This conference will equip delegates with the knowledge and expertise to
More informationPROMOTING PLAN SUCCESS
PROMOTING PLAN SUCCESS BEST PRACTICES FOR IMPROVING EMPLOYEE RETIREMENT READINESS INSIDE Industry Insights I Trends I Best Practices EVERYONE BENEFITS WHEN EMPLOYEES CAN RETIRE ON TIME This paper provides
More informationAchieving better diversification through reenrollment in a QDIA
Achieving better diversification through reenrollment in a QDIA Vanguard commentary December 2017 Appropriate diversification is key to successful retirement investing. However, in participant-directed
More informationAdvancements in target date fund delivery. Weighing the pros and cons of collective investment trusts and customization in target date design
Advancements in target date fund delivery Weighing the pros and cons of collective investment trusts and customization in target date design Executive summary Jake Gilliam Director, Head Client Portfolio
More informationWhy Your 401(k) Plan Needs a Financial Advisor. Morgan Stanley: Helping You Navigate Your Responsibilities
Why Your 401(k) Plan Needs a Financial Advisor Morgan Stanley: Helping You Navigate Your Responsibilities When you select a Morgan Stanley Financial Advisor, you are partnering with one of the world s
More informationOutsourcing: To Delegate or Not?
p.1 Outsourcing: To Delegate or Not? MODERATOR: Susan McDermott, Chief Investment Officer, Institutional Advisory, Pavilion Advisory Group PANELISTS: Craig Daniels, Manager of Retirement Investments, Treasury,
More informationVanguard Research February 2016
The Reshaping buck stops participant here: Vanguard outcomes money through market funds reenrollment Vanguard Research February 2016 Cynthia A. Pagliaro, Stephen P. Utkus Executive summary. Reenrollment
More informationIntroduction. Types of white-label funds. What are white-label funds? Single-manager. Single-asset class multimanager
V A N G U A R D C O M M E N T A R Y Considering custom for your DC plan May/June 2018 Authors: Michael Palazzi, CFA, CFP James Martielli, CFA John Croke, CFA Executive summary As defined contribution (DC)
More informationParticipant Preferences in Target Date Funds: An Update
Participant Preferences in Target Date Funds: An Update Examining Perceptions and Expectations Among Target Date Investors and Non-Investors White Paper February 2014 A research study by Voya Investment
More informationSponsored by: Sponsored by:
1 day 12 sessions 120+ attendees Performance Measurement Americas 2016 Attendees by SECTOR Buy-Side Firm Bank Solution Provider Misc Performance Measurement Americas 2016 Attendees by SENIORITY Analyst,
More informationLow costs, exceptional service for your retirement plan. Vanguard Retirement Plan Access TM
Low costs, exceptional service for your retirement plan Vanguard Retirement Plan Access TM An effective retirement plan As a plan sponsor, you know how overwhelming the details and responsibilities of
More informationSix key survey findings:
Six key survey findings: Gauging attitudes about target-date funds from plan sponsors and consultants Fall 2011 Executive summary. In March and April 2011, Vanguard partnered with Greenwich Associates
More informationSTRATEGIC. Sophisticated investments. Simple to use. Target Date Strategy Funds. russellinvestments.com
STRATEGIC Sophisticated investments. Simple to use. Target Date Strategy Funds russellinvestments.com Finding the right target date fund options is key. If your target date funds are projected to be the
More informationQDIA POLICIES: A Guide for Plan Sponsors
QDIA POLICIES: A Guide for Plan Sponsors INTRODUCTION Widespread adoption of automatic enrollment has significantly increased the number of Americans who are participating in company-sponsored retirement
More informationFocus on DC: Target date investing trends and opportunities
J.P. Morgan Asset Management Research Summit 2011 Passport to opportunity Focus on DC: Target date investing trends and opportunities Daniel Oldroyd, CFA, CAIA Client Portfolio Manager, Global Multi-Asset
More informationVoya Target Retirement Fund Series
Voya Target Retirement Fund Series The Target Date Choice to Help Keep Retirement Goals on Track Holistic Retirement Solution Sophisticated Glide Path Design Open Architecture Approach Blend of Active
More informationagenda Sunday, June 22, 2014 Monday, June 23, 2014 June 22-24, 2014 New York City The Waldorf Astoria
As of March 20, 2014 Sunday, June 22, 2014 2:00 pm 7:00 pm Registration 5:00 pm 7:00 pm Welcome Reception Monday, June 23, 2014 7:30 am - 8:30 am Registration and Networking Breakfast 8:30 am 8:40 am Welcome
More informationRedesign of DC plans focuses on building the right oversight process moving forward.
2016 DEFINED CONTRIBUTION OUTLOOK Redesign of DC plans focuses on building the right oversight process moving forward. NOVEMBER 2016 This summary is part three of a three-part plan sponsor research series
More informationThe Impact of the Default Investment Decision on Participant Deferral Rates: Managed Accounts vs Target-Date Funds
Retirement Industry Insights From Morningstar The Impact of the Default Investment Decision on Participant Deferral Rates: Managed Accounts vs Target-Date Funds David Blanchett, PhD, CFA, CFP Head of Retirement
More informationIRS/Tax Practitioners Symposium Illinois CPA Society BONUS SESSION!
EARLY BIRD DISCOUNT Register by October 20, 2016 2016 Illinois CPA Society November 10, 2016 Des Plaines, IL IRS/Tax Practitioners Symposium Interact with experts, hear the latest updates and improve communication
More informationINTERVIEW Rethink: Global Pension Risk Governance. A discussion with Aon colleagues Matt Clink, Jeff Clymer and Ian Hinton
INTERVIEW Rethink: Global Pension Risk Governance A discussion with Aon colleagues Matt Clink, Jeff Clymer and Ian Hinton How is pension risk management different for multinational companies than for those
More informationA Recipe for A Better DC Design
www.dciia.org A Recipe for A Better DC Design April 2013 by: Seth Masters, AllianceBernstein Maria Hancock, Deutsche Asset Management; Fran Petrangelo, Fidelity Investments John Galateria, J.P. Morgan
More informationFIDUCIARY INSIGHTS & UPDATES
FIDUCIARY INSIGHTS & UPDATES Did You Know? The Employee Retirement Income Security Act of 1974 (ERISA) was enacted on September 2, 1974 and signed into law by President Gerald Ford on Labor Day. It has
More informationHow Plan Sponsors of Larger 401(k) Plans Are Aiming for Retirement Preparedness: A Human Resources Perspective
How Plan Sponsors of Larger 401(k) Plans Are Aiming for Retirement Preparedness: A Human Resources Perspective MORE THAN TEN YEARS after the Pension Protection Act (PPA) was signed into law, along with
More informationINVESTMENT MANAGEMENT INSTITUTE OCIO SUMMIT (WITH INSTITUTIONS & OCIO PROVIDERS)
INVESTMENT MANAGEMENT INSTITUTE OCIO SUMMIT (WITH INSTITUTIONS & OCIO PROVIDERS) October 19, 2017 The Stamford Marriott Hotel & Spa 243 Tresser Blvd. Stamford, CT Conference Speakers & Sponsors CapTrust
More informationASPPA s Quarterly Journal for Actuaries, Consultants, Administrators and Other Retirement Plan Professionals
SUMMER 2011 :: VOL 41, NO 3 ASPPAJournal ASPPA s Quarterly Journal for Actuaries, Consultants, Administrators and Other Retirement Plan Professionals Retirement Success: A Surprising Look into the Factors
More informationCOURSE DESCRIPTIONS SCHEDULE OF EVENTS
2017 Join your professional peers at a leading educational event for wealth management professionals! This year s sessions will challenge you to rethink traditional assumptions & planning practices to
More informationMMI Alternative Investments Forum Thomson Reuters Headquarters New York, NY April 30, 2014 (Draft- 4/23/14)
MMI Alternative Investments Forum Thomson Reuters Headquarters New York, NY April 30, 2014 (Draft- 4/23/14) 8:00AM 8:30AM 8:30AM 8:45AM 8:45AM 9:00AM 9:00AM 10:15AM Registration and Continental Breakfast
More informationMaking Defined Contribution Plans More Effective
Making Defined Contribution Plans More Effective Understanding Your Needs and Concerns Investment Products Offered: - Are Not FDIC Insured - May Lose Value - Are Not Bank Guaranteed There is no guarantee
More informationSophisticated investments. Simple to use.
TARGET DATE STRATEGY FUNDS Sophisticated investments. Simple to use. INVESTED. TOGETHER. Now your default option can be your best option. If your target date funds are projected to be the majority of your
More information8:30 10:00 AM Fiduciary Liability for Fire and Police Pension Plan Trustees and 457 Plan Trustees
IGFOA Professional Education Committee presents the 2016 Illinois Public Pension Institute March 17, 2016 8:30 AM to 4:30 PM Doubletree Suites Hotel and Conference Center, 2111 Butterfield Road, Downers
More informationRETIREMENT READINESS FOR YOUR EMPLOYEES THE VALUE OF ADVICE AND PLANNING
RETIREMENT READINESS FOR YOUR EMPLOYEES THE VALUE OF ADVICE AND PLANNING Advice and Planning Services is a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor.
More informationOCIO Solutions Summit November 28, 2018 The Stamford Hilton Hotel
OCIO Solutions Summit Conference Highlights Investing In The New Economy The Benefit Of OCIO From Institution s Perspective Customizing Performance Over Multiple Asset Classes Having A First Class Technology
More informationTarget-date fund adoption in 2014
Target-date fund adoption in 2014 IRA insights Vanguard research note March 2015 n In 2014, 45% of Vanguard participants were invested in a professionally managed account option, including 39% who were
More informationModerator: Jim McCaughan, Chief Executive Officer, Principal Global Investors
Monday, 23 October 10:30-10:45 Welcome and Opening Remarks Grand Ballroom I-III Jim McCaughan, Chief Executive Officer, Principal Global Investors 10:45-11:45 Panel Discussion: Global Economic Outlook
More informationAchieving Better Investment Performance: Time to Delegate?
Aon Delegated Consulting Services For Professional Clients Only Achieving Better Investment Performance: Time to Delegate? Achieving better investment performance: time to delegate? The predominant focus
More informationRetirement Report. Richard Fellows, ERISA Specialist and Senior Plan Advisor. VOLUME XI NUMBER IV April 2018
VOLUME XI NUMBER IV April 2018 Retirement Report NEWS AND UPDATES FOR PLAN SPONSORS AND FIDUCIARIES OF DEFINED CONTRIBUTION PLANS What Happens When You Deposit Employee Deferrals Late? Richard Fellows,
More informationGovernment Blockchain Leadership Forum
Co-Hosted by the Government Blockchain Association Presents #IENBLOCKPARTY Government Blockchain Leadership Forum May 1-2, 2018 Washington Plaza Hotel Washington D.C. Key topics will include: Examining
More informationCapturing the Value of Intangible Assets
Capturing Focus the & Value Capture of Intangible Assets Discussion Framework the Value of Intangible Assets Agenda Capturing the Value of Intangible Assets 10 th Annual ipcg Thought Leadership Conference
More informationTarget Date Funds. TDFs: Due diligence is more than set and forget for plan sponsors
Target Date Funds TDFs: Due diligence is more than set and forget for plan sponsors TDFs: Due diligence is more than set and forget for plan sponsors The recent DOL fact sheet on Target Date Funds ( Tips
More informationMinneapolis, MN September 5-7, 2018
Minneapolis, MN September 5-7, 2018 Gradient Financial Group is not affiliated with or endorsed by the Social Security Administration, Department of Labor, or any other government agency. The content of
More informationWork and Pensions Select Committee Inquiry into governance and best practice in workplace pension provision
Work and Pensions Select Committee Inquiry into governance and best practice in workplace pension provision Introduction 1. With the advent of automatic enrolment, questions of governance and best practice
More informationChoosing the right target date strategy for plan participants
Active, Passive or custom? Choosing the right target date strategy for plan participants With their emphasis on one-stop diversification and active asset allocation, target date funds (TDFs) are taking
More informationRetirement P lan Default Funds
Retirement P lan Default Funds Are you choosing the right one for your plan? June 18, 2015 Presented by: Ryan Campagna, CFP, AIF Senior Investment Advisor Advisory services offered through Sentinel Pension
More informationPart 2B of Form ADV: Brochure Supplement
Part 2B of Form ADV: Brochure Supplement George E. Anderton Carlos C. Celaya Susan L. Easthope Marc J. Eichberg Kenneth G. Ingham Jennifer Ingham-Shelley Todd J. Levy Ralph J. Lindblom Heidi Lee Miller
More informationInvestment outsourcing options for your pension plan
Fiduciary solutions for CORPORATE PENSION PLANS Investment outsourcing options for your pension plan INVESTED. TOGETHER. Managing complexity Managing a pension plan is not getting any easier. Rapid-fire
More informationDC Managed Accounts: Shining a Spotlight on Investment Advice
DC Managed Accounts: Shining a Spotlight on Investment Advice February 13, 2015 by Steve Ferber, Michael Esselman of PIMCO Nearly one in three defined contribution (DC) plans offers managed account and
More informationConsiderations for Plan Sponsors: CUSTOM TARGET DATE STRATEGIES
PRICE PERSPECTIVE April 2015 Considerations for Plan Sponsors: CUSTOM TARGET DATE STRATEGIES In-depth analysis and insights to inform your decision making. EXECUTIVE SUMMARY Defined contribution plan sponsors
More informationUSAA s Unique Strategy for the Advisor Market
USAA s Unique Strategy for the Advisor Market May 15, 2017 by Robert Huebscher Keith Sloane serves as head of third-party distribution for USAA Investments. Mr. Sloane previously served as a senior vice
More informationPlan Sponsor Attitudes 2017
Plan Sponsor Attitudes 2017 Eighth Edition Not FDIC Insured May Lose Value No Bank Guarantee For investment professionals and plan sponsors. Eighth Edition Survey Background 1,106 plan sponsors who use
More informationFundamentals of Public Funds Investing
CALIFORNIA DEBT AND INVESTMENT ADVISORY COMMISSION In Collaboration with The California Municipal Treasurers Association Presents Fundamentals of Public Funds Investing January 18-19, 2017 Riverside Convention
More informationImproving the Target Date Fund Selection
Improving the Target Date Fund Selection INSIDE: By Chris Karam Executive Summary The target date selection process has dramatically changed over the last five years, aided by government regulations, an
More informationmanaged accounts QUALIFIED DEFAULT INVESTMENT ALTERNATIVES (QDIAS)
managed accounts QUALIFIED DEFAULT INVESTMENT ALTERNATIVES (QDIAS) 2 MANAGED ACCOUNTS Know your options when selecting a qualified default investment WHY IT MATTERS Competitiveness, productivity, and responsibility
More informationFMS REGIONAL CONFERENCE June 7 9, 2017
FMS REGIONAL CONFERENCE June 7 9, 2017 Fairmont Chicago, Chicago, IL 24 TH ANNUAL WEDNESDAY, JUNE 7 06:00pm 07:30pm Welcome Reception THURSDAY, JUNE 8 08:00am 05:00pm Registration Hours 08:00am 08:45am
More informationCustom Target Date Strategies: Considerations for Plan Sponsors
Custom Target Date Strategies: Considerations for Plan Sponsors May 2014 T. ROWE PRICE Investment Viewpoint EXECUTIVE SUMMARY Defined contribution plan sponsors that use target date portfolios can choose
More informationSmarter by the Numbers. Account Owner Transition Guide
Account Owner Transition Guide Smarter by the Numbers Five Ways Your MI 529 Advisor College Savings Plan is Getting Even Smarter: 1 Increased Investment Choices 2 More Leading Asset Managers 3 New eservice
More informationPLAN DESIGN STRATEGIES FOR SUCCESS
PLAN DESIGN STRATEGIES FOR SUCCESS PLAN DESIGN STRATEGIES FOR SUCCESS EXECUTIVE SUMMARY In the past, many financial advisors centered their retirement plan service model around their investment expertise.
More informationUPDATE Russell ARA: Aiming for the bull s-eye. Innovative enhancements are the next evolution in target date investing. Improving on target date funds
UPDATE Russell ARA: Aiming for the bull s-eye Innovative enhancements are the next evolution in target date investing Josh Cohen, CFA, Managing Director, Head of Institutional Defined Contribution Jeff
More informationSAN FRANCISCO AGENDA As of 3/1/19
Defined Contribution Investment Lineup Symposium MARCH 28 SAN FRANCISCO APRIL 2 CHICAGO APRIL 4 DALLAS APRIL 9 NEW YORK GAME CHANGER As the role of defined contribution plans continues to evolve, coupled
More information36 th Annual Consultants Congress
Sign Up Now! Receive $600 Discount off Registration Fee Investment Management Institute 36 th Annual Consultants Congress April 2-3, 2019 The Ambassador Chicago Hotel - Chicago, IL Featuring One-On-One
More informationCreating a Resilient Glide Path for a Target Date Strategy. Using market environment analysis to help improve retirement outcomes
Creating a Resilient Glide Path for a Target Date Strategy Using market environment analysis to help improve retirement outcomes Target date strategies are now the primary retirement investment vehicle
More informationSavings InSight and the Competition
Savings InSight and the Competition Market Comparison Savings InSight. An innovative retirement readiness tool Savings InSight is unlike any other retirement readiness tool in the marketplace. It s ideal
More informationWelcome to Today s NACUBO Webcast. Our program will begin shortly with a brief introduction on how to use the desktop interface.
Welcome to Today s NACUBO Webcast Our program will begin shortly with a brief introduction on how to use the desktop interface. 1 The Paradigm Shift in 403(b) What CBOs Have to Know February 22, 2012 2
More informationPresents: 2013 FALL SYMPOSIUM Being a Trusted Advisor
Presents: 2013 FALL SYMPOSIUM Being a Trusted Advisor With Special Guest Speaker Charles H. Green, Co-Author of The Trusted Advisor & Author of Trust-Based Selling BROUGHT TO YOU IN PARTNERSHIP WITH September
More information23 rd ANNUAL AIMSE CANADIAN CONFERENCE. January 20-21, 2016 Intercontinental Toronto Centre Toronto, Ontario PRELIMINARY PROGRAM
23 rd ANNUAL AIMSE CANADIAN CONFERENCE January 20-21, 2016 Intercontinental Toronto Centre Toronto, Ontario PRELIMINARY PROGRAM Welcome The Association of Investment Management Sales Executives (AIMSE)
More informationInsights for Advisors
Insights for Advisors 2013/2014 VERISIGHT AND M C GLADREY COMPENSATION, RETIREMENT AND BENEFITS TRENDS REPORT 2 Insights for Advisors 2013/2014 VERISIGHT AND M C GLADREY COMPENSATION, RETIREMENT AND BENEFITS
More informationGlobal Tax Enforcement Conference
Global Tax Enforcement Conference Friday, 11 September 2015, Villa Marina, Douglas, Isle of Man Event Schedule Page 2 Why You Should Attend What You Will Learn Who Should Attend Speaker Biographies Links
More informationVanguard s Principles for Financing Retirement
Vanguard s Principles for Financing Retirement At Vanguard, years of experience have taught us that our clients focus changes fundamentally as they approach and enter retirement. After years of accumulating
More informationImprove your employees retirement readiness by mapping to target date funds.
DC Insights The Value of Mapping to Target Date Funds Improve your employees retirement readiness by mapping to target date funds. 1 Participant benefits Turn a Fresh Start for Your Plan Into a Head Start
More information2017 CAP Benchmark Report. Context is everything. Sponsored by
2017 CAP Benchmark Report Context is everything Sponsored by About Working in partnership with, your organization can help build a more secure financial future for your employees. Our easy plan administration
More informationA Review of Investing for Your Financial Future Prepared by Vanguard for IBM
IBM 401(k) Plus Plan A Review of Investing for Your Financial Future Prepared by Vanguard for IBM January 2017 Print or download the newsletter How to become a better investor Here s a surprise: Over the
More informationOriginally designed as supplemental savings programs,
Retirement DC Fiduciary Focus Fees Plan sponsors face ever-increasing scrutiny, pressure and risk associated with their defined contribution (DC) plans. Although participants retirement readiness is influenced
More information401(k) FIND OUT ABOUT
PLAN SPONSOR GUIDE FIDELITY Advisor-Delivered 401(k) FIND OUT ABOUT (SEE PAGE 5) THE VALUE OF AN ADVISOR. THE STRENGTH OF FIDELITY. Sponsoring a retirement plan can be complex. What you want from your
More informationWRITTEN TESTIMONY SUBMITTED BY LORI LUCAS EXECUTIVE VICE PRESIDENT CALLAN ASSOCIATES
WRITTEN TESTIMONY SUBMITTED BY LORI LUCAS EXECUTIVE VICE PRESIDENT CALLAN ASSOCIATES ON BEHALF OF THE DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION (DCIIA) FOR THE U.S. SENATE COMMITTEE ON
More informationP-Solve Update By Marc Fandetti & Ryan McGlothlin
Target Date Funds: Three Things to Consider P-Solve Update By Marc Fandetti & Ryan McGlothlin February 2018 Target Date Funds (TDF) have become increasingly important to the retirement security of 401(k)
More informationThe Default Investment Decision: Weighing Cost and Personalization
The Default Investment Decision: Weighing Cost and Personalization Morningstar Investment Management LLC Working Draft as of June 7, 2017 David Blanchett, PhD, CFA, CFP Head of Retirement Research david.blanchett@morningstar.com
More informationBoosting 401(k) Retirement Readiness
Boosting 401(k) Retirement Readiness With retirement savings taking a back seat to more immediate financial concerns, and the percentage of workers confident that they ll have enough money for a comfortable
More information