Search for tag:  "403b"

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

From  Mark Goodrich 3 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 - Wellington Management: Jed Petty's Video Interview

From  Mark Goodrich 3 Months 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 3 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 3 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 - American Funds/Capital Group: John Doyle's Video Interview

From  Mark Goodrich 3 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 - TIAA/NUVEEN: Timothy G. Walsh and Jeff Eng's Video Interview

From  Mark Goodrich 3 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…

P&I CONFERENCE (SPONSORED)

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…

American Funds by Capital Group's Sue Walton

From  Mark Goodrich A year ago

American Funds by Capital Group's Sue Walton addresses the following questions1. Why should plan sponsors consider target-date funds as part of their lineup? As the fund’s QDIA? What is different now than when TDFs were first introduced? 2. Callan Associates’ 2017 survey noted that 36.6% of…

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…

P&I CONFERENCE (SPONSORED)

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…

P&I CONFERENCE (SPONSORED)

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?

P&I CONFERENCE (SPONSORED)

Aon Hewitt's Bill Ryan

From  Mark Goodrich A year ago

Aon Hewitt's Bill Ryan speaks on the following:1. Defined Contribution Investment Menus for Large Employer Plans2. Participant Investment Menu Behavioral Finance 3. Tenure’s Impact on TDF Allocations and Average Balance