Animation: 2018 corporate balance sheet

From  Mark Goodrich 3 Weeks ago

A look at funding for corporate defined benefit plans in 2018.

DCIL 2019 - Conference Chair: Bill Ryan, AON

From  Mark Goodrich A month ago

You’ve been chairing P&I’s DC Investment Lineup for several years now. Why is this conference such an important must-attend event for plan sponsors?

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DCIL 2019 - Keynote: J. Mark Iwry

From  Mark Goodrich A month ago

What can a plan sponsor expect as the biggest change in the legislative and regulatory update affecting retirement in the coming year?

DCIL 2019 - Timothy Walsh, Senior Managing Director, TIAA

From  Mark Goodrich A month ago

1. There has been a ton of recent talk about Retirement Income and Retirement tiers in 401K. Are there lessons from 430b plans 401K sponsors can leverage?2. To continue along the same theme there has also been a lot of questions debate or In plan or out of plan? What are TIAA’s views?3. There…

DCIL 2019 - Thomas Idzorek, Chief Investment Officer, Retirement. Morningstar Investment Management LLC

From  Mark Goodrich A month ago

1. What was the motivation behind your research paper “Stop Guessing: Using Plan Data to Select the Optimal QDIA?” 2. Can you provide an overview of the framework?3. How can a plan sponsor carry out the analysis?4. How often should a plan update the analysis?

DCIL 2019 - Ruthann Pritchard, Institutional Portfolio Manager, Fidelity Investments

From  Mark Goodrich A month ago

1. How does Fidelity think about the challenge of saving for retirement?2. Explain how you generate investment return for participants3. Can you walk us down the glide path and talk about the investors at each point? 4. How can different implementations meet clients’ varying needs?

DCIL 2019 - Chris Anast, CFA, Senior Vice President, Senior Defined Contribution Strategist, Capital Group, home of American Funds

From  Mark Goodrich A month ago

1. How has the conversation about retirement income evolved over the years?2. How should plan sponsors look at evaluating retirement income solutions?3. What are the key attributes of retirement income solutions?4. How do you view the connection of retirement income and financial wellness?

DCIL 2019 - Jonathan Barry, Director, Senior Retirement Strategist, MFS Investment Management

From  Mark Goodrich A month ago

1. What concern do you have about the fixed income options available in most defined contribution plans today? 2. Is there a demographic group that you feel would benefit most from better diversification of their fixed income allocation? 3. What is the best way for a defined…

DC East 2019: Cybersecurity roundtable

From  Mark Goodrich A month ago

A panel of experts talk about maintaining cybersecurity over retirement plan data

P&I CONFERENCE CONTENT

DC East 2019: FAQs about HSAs

From  Mark Goodrich A month ago

The expert panel answers some questions about health savings accounts at DC East 2019.

DC East 2019: Michael Davis on health savings accounts

From  Mark Goodrich A month ago

T. Rowe Price's Michael Davis talks about what he thinks the future holds for health savings accounts.

DC East 2019: Finding ways to save more for retirement with HSAs

From  Mark Goodrich A month ago

A panel discussion about using HSAs as a tool to build more retirement savings.

Eddy Awards 2019: Brooke Rowden, Missouri State Employees' Retirement System

From  Mark Goodrich 2 Months ago

Brooke Rowden with MOSERS talked about the "What's your excuse" videos, which highlighted common excuses for not saving for retirement.

Eddy Awards 2019: Jim Courtney, Federal Retirement Thrift Investment Board

From  Mark Goodrich 2 Months ago

Jim Courtney with the Federal Retirement Thrift Investment Board describes his company's "Now you know" campaign, which won an Eddy Award.

Eddy Awards 2019: Becca Jones, Cone Health

From  Mark Goodrich 2 Months ago

Becca Jones with Cone Health describe her company's campaign for financial wellness that won first place at the 2019 Eddy Awards.

Eddy Awards 2019: Laura Humphries, DENSO

From  Mark Goodrich 2 Months ago

Laura Humphries with DENSO talks about her company's campaign that tied for first place at the 2019 Eddy Awards.