P&I CONFERENCE CONTENT

BlackRock CEO on M&A

From  Mark Goodrich 2 Weeks ago

In June 2015, BlackRock Chairman and CEO Laurence D. Fink discussed the importance of culture and technology in the company's mergers, including the 2009 acquisition of Barclays Global Investors, with P&I Group Publisher Chris Battaglia at the Global Future of Retirement conference.

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CRISK 2019 - NISA video Interview

From  Mark Goodrich 2 Weeks ago

1) Can you describe a potential framework that plan sponsors can use for measuring their funded status risk? 2) What are the types of general plan approaches do you see among plan sponsors? 3) How can plan sponsors manage interest rate risk while still retaining exposure to…

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CRISK 2019 - SunLife video interview

From  Mark Goodrich 2 Weeks ago

1) Why has the annuity market grown so quickly over the past several years? 2) What are the factors that drive annuity prices? 3) What investment approaches do insurers use to ensure the price is right for annuities?

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CRISK 2019 - CIBC video interview

From  Mark Goodrich 2 Weeks ago

1. What are Liquid Alternative Absolute Return strategies? 2. What challenge do these strategies seek to address? 3. How do these strategies fit within an investment portfolio? How do they complement allocations to other asset classes and strategies?

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CRISK 2019 - BMO video interview

From  Mark Goodrich 2 Weeks ago

1. What makes the risk management of a defined benefit plan a strategic decision for the sponsor? Francois 2. How would you manage a pension plan’s asymmetrical risk profile? Francois 3. What do you mean by the plan’s strategic end game? Nicola 4. Why consider…

Animation: 2018 Largest money managers

From  Mark Goodrich A month ago

Each year P&I collects data from the largest money managers. With data animation, viewers can easily compare size, scope and changes in allocations.

Animation: 2018 corporate balance sheet

From  Mark Goodrich 2 Months ago

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

DCIL 2019 - Conference Chair: Bill Ryan, AON

From  Mark Goodrich 2 Months 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 2 Months 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 2 Months 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 2 Months 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 2 Months 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 2 Months 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 2 Months 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 2 Months ago

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