Search for tag:  "401(k) investment lineup summit"

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)

American Funds' Toni Brown

From  Mark Goodrich 3 Years ago

American Funds' Toni Brown talks about what drivers are being seen in the market that would encourage participants to stay in defined contribution plans.

American Century Investments' Terry Daugherty

From  Mark Goodrich 3 Years ago

American Century Investments' Terry Daugherty discusses study findings in which participants expressed regret about how they have saved.

Aon Hewitt Investment Consulting's Bill Ryan

From  Mark Goodrich 3 Years ago

Aon Hewitt Investment Consulting's Bill Ryan answers what are clients most concerned about today. Re-Enrollment, White Labeling or designing better asset allocations & why?

P&I CONFERENCE (SPONSORED)

MFS Investment Management's Pete A. Delaney

From  Mark Goodrich 3 Years ago

MFS Investment Management's Pete A. Delaney advises on what asset class should DC plans be considering as they look to strengthen fund menus.

T. Rowe Price's Carey McKenzie discusses preparing a plan's lineup for the next decade

From  Mark Goodrich 3 Years ago

T. Rowe Price's Carey McKenzie discusses preparing a plan's lineup for the next decade, global investment opportunities, and how to help participants deal with the risk of outliving retirement savings

MFS's Jon Hubbard explains how plan participant's view of risk impacts their investments

From  Mark Goodrich 3 Years ago

MFS's Jon Hubbard explains how plan participant's view of risk impacts their investment lineup, including if they view their 401(k) as an investment or savings and how well participants understand risk across asset classes

Northern Trust's Lee Freitag explains real assets and why plan sponsors should offer them

From  Mark Goodrich 3 Years ago

Northern Trust's Lee Freitag explains real assets and why plan sponsors should offer them to their DC participants including the best way to utilize them into the DC portfolio

Vanguard's Scott Donaldson discusses the future of retirement investing

From  Mark Goodrich 3 Years ago

Vanguard's Scott Donaldson discusses the future of retirement investing, including what plan sponsors should consider when evaluating an appropriate Target Date Fund construction approach

Oppenheimer's Jerry Webman discusses where investors may be vulnerable in the current market

From  Mark Goodrich 3 Years ago

Oppenheimer's Jerry Webman discusses where investors may be vulnerable in the current market, what’s changed in the shape of equity markets over the past decade, and how investors should deal with the threat of greater inflation

Vanguard's Ameriks discusses the roles of managed accounts and target-date funds in a DC plan lineup

From  Mark Goodrich 3 Years ago

Vanguard's John Ameriks discusses the distinct roles of managed accounts and target-date funds in a DC plan lineup and why certain options might be more attractive to a participant depending on his or her age, or proximity to retirement

Callan's Lori Lucas gives overview of the issues facing 401(k) sponsors today

From  Mark Goodrich 3 Years ago

Callan's Lori Lucas gives overview of the issues facing 401(k) sponsors today, as well as why professionally managed solutions are so important in 401k plans and why retirement income solutions haven't caught on in 401k plans

GSAM's Conley addresses ways that non-traditional asset classes might provide diversification within 401(k) plans

From  Mark Goodrich 3 Years ago

GSAM's Conley addresses ways that non-traditional asset classes might provide diversification within 401(k) plans including what impact a more diversified portfolio would have on a participant’s retirement income

T Rowe's Clark discusses ways that target-date funds can solve for a variety of participant risks

From  Mark Goodrich 3 Years ago

T Rowe's Clark discusses ways that target-date funds can solve for a variety of participant risks including the primary considerations plan sponsors should take into account when evaluating TD options and how they address participant behavior