NISA, Richard Ratkowski, Canadian Pension Risk 2017

From  Mark Goodrich A year ago

1. What do you feel is the hardest myth to dispel when discussing private debt? 2. What are the key benefits of investment grade private debt? 3. How much investment-grade should private debt should LDI investors hold as part of their asset mix?

'Our motivation was to insure that we could meet the pension promise'

From  Mark Goodrich 2 Years ago

CBC Pension Plan treasurer and secretary Duncan Burrill explains to reporter Rick Baert why the corporate pension fund adopted a liability driven investing strategy.

PENSIONS & INVESTMENTS

'There is consolidation taking place'

From  Mark Goodrich 2 Years ago

Casey Quirk's Justin White says to expect a shake out in the asset management industry as mid-size firms disappear.

PENSIONS & INVESTMENTS

'We need liquidity'

From  Mark Goodrich 2 Years ago

James Maloney, acting chief investment officer of the Chicago Policeman’s pension fund, discusses the importance of having liquid investments in a pension fund when that plan is underfunded.

PENSIONS & INVESTMENTS

'We need to take the best of both'

From  Mark Goodrich 2 Years ago

Keith Ambachtsheer in a conversation with reporter Rick Baert about his new book, “The Future of Pensions Management: Integrating Design, Governance, and Investing" says the industry must stop talking about defined benefit versus defined contribution and instead "take the best of both to create…

2016 Excellence & Innovation Awards: A talk with BlackRock’s Katie Nedl

From  Mark Goodrich A year ago

Excellence and Innovation Award winner Katie Nedl, COO of BlackRock’s U.S.-Canada defined contribution group, shares how a unique, interactive video helped drive understanding of 401(k) savings strategies and increase participant contribution levels among the money manager’s 6,788 eligible…

2016 Excellence & Innovation Awards: A talk with HESTA’s Neil Saxton

From  Mark Goodrich A year ago

Excellence and Innovation Award winner Neil Saxton, executive-engagement strategy at HESTA, outlines the superfund’s digital-first approach to communication that arose after research showed that plan participants were primarily engaging with HESTA through their mobile device. That led to the…

2016 Excellence & Innovation Awards: A talk with Saudi Aramco’s Sheila Rowaily and Kyle Cochran

From  Mark Goodrich A year ago

Excellence and Innovation Award winner Sheila Rowaily, head of investment management, Saudi Aramco, and her colleague, Kyle Cochran, discuss the development and rollout of the Idikhar Savings Plan, which offers both conventional and Shariah-compliant investing options.

2018 Eddy Awards: Annette Grabow, Sonepar USA

From  Mark Goodrich 4 Months ago

Annette Grabow, retirement program managers at Sonepar USA, discusses her company's efforts to move defined contribution education into the digital age to better reach a population that is not based in offices and contain costs.

2018 Eddy Awards: Donna Aho, McLaren Health Care Corp.

From  Mark Goodrich 4 Months ago

Donna Aho, director of corporate retirement services at McLaren Health Care, tells P&I about her company's award-winning program that used low-tech, cost-effective events to educate participants about its 403(b) plan.

2018 Eddy Awards: Rosalind Torrence and Michelle Ryan, Los Alamos National Laboratory

From  Mark Goodrich 4 Months ago

Rosalind Torrence and Michelle Ryan of Los Alamos National Laboratory talk about the challenges in introducing a defined contribution plan to a population of "rocket scientists."

401k/403b 2018 - American Funds/Capital Group: John Doyle's Video Interview

From  Mark Goodrich 2 Months ago

1. With a key focus for plan sponsors to help participants achieve their retirement savings and income goals, how has this impacted how plan sponsors view the DC plan for success? 2. Given the significant asset flow anticipated into target date funds into the future and the potential headwinds of…

401k/403b 2018 - Fidelity Investments: Brett F. Sumsion's Video Interview

From  Mark Goodrich 2 Months ago

1. Can you briefly describe your investment process and philosophy? 2. What are the most important capital market/investment issues that TD providers are confronting today? 3. How do you define and manage risk in the strategies? 4. How are participants using TD funds and are the…

401k/403b 2018 - MFS: Peter Delaney's Video Interview

From  Mark Goodrich 2 Months ago

1. Were there findings within the retirement income survey that seem to align with initiatives underway in plans focused on financial wellness?2. What products did respondents feel were best suited for use in retirement?3. What interesting findings related to gender or income came through the…

401k/403b 2018 - T. Rowe Price: Wyatt A. Lee's Video Interview

From  Mark Goodrich 2 Months ago

1. Please share what you consider some key challenges sponsors could be thinking about when pursuing TD/AA solutions? 2. How can a sponsor approach developing objectives to inform a target date selection?3. Please walk us through how you believe these objectives once formed can inform the design of…

401k/403b 2018 - TIAA/NUVEEN: Timothy G. Walsh and Jeff Eng's Video Interview

From  Mark Goodrich 2 Months ago

Timothy G. Walsh, Managing Director, Institutional Investment & Endowment Distribution, TIAA - Plan sponsors today face various challenges as they attempt to manage their ever-changing workforce. What are some of these challenges and what are the biggest risks their participants face today…