Search for tag:  "401(k)"

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…

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Franklin Templeton's Tom Waters

From  Mark Goodrich A year ago

Franklin Templeton's Tom Waters discusses1) Automation in DC plans is commonly seen as being a driver of the improved health of DC plans and the participants they seek to help. What do you mean when you say that we may be in danger of overlearning these lessons? 2) We often hear that…

P&I CONFERENCE (SPONSORED)

JP Morgan's Lena Rizkallah

From  Mark Goodrich A year ago

JP Morgan's Lena Rizkallah highlights1. What is the best starting point for women to get themselves on the right path for a successful retirement? 2. Considering that social security is especially important for women in retirement, what should women keep in mind when deciding when to file for…

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MFS' Kristen E. Colvin

From  Mark Goodrich A year ago

MFS' Kristen E. Colvin1. Given the significant amount of assets flowing into target date funds and other default strategies, how relevant is the core menu? 2. Streamlining the number of investment options offered in the core menu is a big trend – How do you ensure that participants still have…

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TIAA's Diane Garnick

From  Mark Goodrich A year ago

TIAA's Diane Garnick discusses1. What motivated the Gender Retirement Gap? 2. Are off the shelf target date funds as effective as many plan sponsors and consultants believe? 3. What are the impacts of a customized QDIA?

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J.P. Morgan Asset Management's Daniel Notto

From  Mark Goodrich 2 Years ago

J.P. Morgan Asset Management's Daniel Notto explains what are some of the more ground breaking elements of the rule that have allowed plan sponsors help their participants get ready for retirement.

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American Funds' Toni Brown

From  Mark Goodrich 2 Years ago

American Funds' Toni Brown talks about what drivers are being seen in the market that would encourage participants to stay in defined contribution plans.

American Century Investments' Terry Daugherty

From  Mark Goodrich 2 Years ago

American Century Investments' Terry Daugherty discusses study findings in which participants expressed regret about how they have saved.

Aon Hewitt Investment Consulting's Bill Ryan

From  Mark Goodrich 2 Years ago

Aon Hewitt Investment Consulting's Bill Ryan answers what are clients most concerned about today. Re-Enrollment, White Labeling or designing better asset allocations & why?

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MFS Investment Management's Pete A. Delaney

From  Mark Goodrich 2 Years ago

MFS Investment Management's Pete A. Delaney advises on what asset class should DC plans be considering as they look to strengthen fund menus.

BlackRock Alternative Advisors' Dan Basile and Bryan White introduce

From  Mark Goodrich 2 Years ago

BlackRock Alternative Advisors' Dan Basile and Bryan White introduce some new thinking around the inclusion of alternatives in DC plans

J.P. Morgan Asset Management's Chris Daley discusses

From  Mark Goodrich 2 Years ago

J.P. Morgan Asset Management's Chris Daley discusses the various risks associated with DC plans and why is it important that plan sponsors understand a target date manager’s risk philosophy.

P&I CONFERENCE (SPONSORED)

Capital Group's John Doyle analyzes

From  Mark Goodrich 2 Years ago

Capital Group's John Doyle analyzes if we would be better off returning to a primarily defined benefit retirement system with more supportive regulation.

University of Colorado Boulder's John G. Lynch, Jr. talks about financial literacy

From  Mark Goodrich 2 Years ago

University of Colorado Boulder's John G. Lynch, Jr. talks about why is there so much emphasis on financial literacy today.