Face to Face with Dhvani Shah, CIO, Illinois Municipal Retirement Fund

From  Mark Goodrich A week ago

Dhvani Shah of the Illinois Municipal Retirement Fund talks to P&I about alternative investment strategies she has implemented since becoming CIO in 2011.

CRISK 2018 - NISA Investment Advisors: Rick Ratkowski's Video Interview

From  Mark Goodrich A month ago

1. How do you expect changes to funding rules to impact DB plan asset allocations?2. How should plan sponsors think about determining their terminal funded status and asset allocation?3. Should plan sponsors consider going global with their fixed-income exposure?

CRISK 2018 - Fidelity Investments: Francois Pellerin's Video Interview

From  Mark Goodrich A month ago

1. Why are current market conditions challenging for pension investors, and what can they do about it? 2. Customization is a popular “buzz” word in pension risk management. How do you design and implement custom solution for your clients? 3. How should sponsor think about the…

CRISK 2018 - Sun Life Financial: Mathieu Tessier's Video Interview

From  Mark Goodrich A month ago

1. Why are sponsors looking to detox their pension plans now?2. Am I giving up excess returns if I use a custom LDI strategy?3. Aren’t annuities too expensive?

CRISK 2018 - CIBC Asset Management: Carlo DiLalla's Video Interview

From  Mark Goodrich A month ago

1. Compare and contrast different kinds of private debt funds available for pension plans.2. What are some of the characteristics of Canadian Infrastructure Private Debt that allows it to be a partial fixed income replacement in a plan’s risk mitigating portfolio?3. What are some of the…

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

From  Mark Goodrich A month 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 - Wellington Management: Jed Petty's Video Interview

From  Mark Goodrich A month ago

1. What has been the most significant change to DC investment menus you have seen over the last 5 years? 2. There has been lots of talk about the need for products and services for retirees over the past years, but annuities have been slow to come to the DC market. 3. What developments are you…

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

From  Mark Goodrich A month 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 A month 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 - American Funds/Capital Group: John Doyle's Video Interview

From  Mark Goodrich A month 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 - TIAA/NUVEEN: Timothy G. Walsh and Jeff Eng's Video Interview

From  Mark Goodrich A month 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…

JJ van Herksen, HR manager U.S. network, The Netherlands

From  Mark Goodrich 3 Months ago

JJ van Herksen, HR manager U.S. network of the Kingdom of the Netherlands, talks about the challenges its faces in maintaining and creating a retirement program for U.S. embassy employees.

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

From  Mark Goodrich 3 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."

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

From  Mark Goodrich 3 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: Annette Grabow, Sonepar USA

From  Mark Goodrich 3 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.

DC East 2018: Incorporating ESG into DC plans

From  Mark Goodrich 3 Months ago

Brian Buckley of ClearBridge Investments and Lee Ballin of Bloomberg LP discuss incorporating ESG factors into defined contribution plans.