Search for tag:  "403b 2018"

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 - 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…