Search for tag:  "401(k)"

401k/403b 2018 - T. Rowe Price: Wyatt A. Lee's Video Interview

From  Mark Goodrich A year 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 - T. Rowe Price: Wyatt A. Lee's Video Interview

From  Mark Goodrich A year 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…

P&I CONFERENCE (SPONSORED)

Franklin Templeton's Tom Waters

From  Mark Goodrich 2 Years 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)

Franklin Templeton's Tom Waters

From  Mark Goodrich 2 Years 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 2 Years 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)

JP Morgan's Lena Rizkallah

From  Mark Goodrich 2 Years 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 2 Years 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)

MFS' Kristen E. Colvin

From  Mark Goodrich 2 Years 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 2 Years 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)

TIAA's Diane Garnick

From  Mark Goodrich 2 Years 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)

J.P. Morgan Asset Management's Daniel Notto

From  Mark Goodrich 3 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.

P&I CONFERENCE (SPONSORED)

J.P. Morgan Asset Management's Daniel Notto

From  Mark Goodrich 3 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.