Search for tag:  "custom target-date strategies summit"

Voya's Frank van Etten talks about how the custom target-date process starts

From  Mark Goodrich 3 Years ago

Voya's Frank van Etten talks about how the custom target-date process starts, how to model a custom glidepath and making final implementation decisions

Allianz's Glenn Dial talks about the building blocks for creating customized outcomes

From  Mark Goodrich 3 Years ago

Allianz's Glenn Dial talks about the building blocks for creating customized outcomes, what factors have the greatest impact on creating optimized participant outcomes and why plan sponsors should consider custom target-date funds

Jellyvision's Josh Braun talks about the cost of confusion

From  Mark Goodrich 3 Years ago

Jellyvision's Josh Braun talks about the cost of confusion when plan sponsor executives are trying to get a message out to participants, the most important guildelines to follow when sending a message and the simplest way to follow them

AllianceBernstein's Dick Davies discusses why plan sponsors choose custom target-date funds

From  Mark Goodrich 3 Years ago

AllianceBernstein's Dick Davies discusses why plan sponsors choose custom target-date funds, what implementation issues they need to consider when launching custom portfolios and re-enrollment

GMO's Jim Sia discusses how impactful dynamic asset allocation can be

From  Mark Goodrich 3 Years ago

GMO's Jim Sia discusses how impactful dynamic asset allocation can be, the best objective for a DC plan and it’s ‘glide path’ or asset allocation structure and the biggest shortcoming of most off-the-shelf target-date funds

Russell Investments' Jeff Eng discusses the customization of target-date funds at the individual level

From  Mark Goodrich 3 Years ago

Russell Investments' Jeff Eng discusses the customization of target-date funds at the individual level, what can be done when using participant-specific data and how this approcah impacts the portfolios of participants

Morgan Lewis's Julie Stapel discusses what plan sponsors are most worried about in implementing a custom target-date strategy

From  Mark Goodrich 3 Years ago

Morgan Lewis's Julie Stapel discusses what plan sponsors are most worried about in implementing a custom target-date strategy and the key thing a plan sponsor who’s interested in custom target-date should start doing

Wellington's Joshua Berger and Kristin O'Donnell discuss key considerations in custom target-date fund design

From  Mark Goodrich 3 Years ago

Wellington's Joshua Berger and Kristin O'Donnell discuss key considerations in custom target-date fund design, the role of alternative strategies and how to harmonize the custom target-date fund with the core menu

BlackRock's Michael Sowa addresses the time needed to transition to a custom target-date solution

From  Mark Goodrich 3 Years ago

BlackRock's Michael Sowa addresses the time needed to transition to a custom target-date solution, as well as the top determining factors that a client would want to take advantage of with custom target-date in their plan and the most common feedback

Russell Investments' Michelle Rappa discusses savings that can come from transitioning to custom target-date

From  Mark Goodrich 3 Years ago

Russell Investments' Michelle Rappa discusses savings from the unbundling of fees that can come from transitioning to custom target-date and how custom target-date can make better use of a plan's default design

ING's Paul Zemsky discusses the advantages of a custom target-date solution vs. off-the-shelf

From  Mark Goodrich 3 Years ago

ING's Paul Zemsky discusses the advantages of a custom target-date solution vs. off-the-shelf, as well as some of the critical inputs in a custom glidepath design

P&I CONFERENCE (SPONSORED)

Best Practices from Plan Sponsors

From  Mark Goodrich 3 Years ago

Three plan sponsors - Ahold USA, The City of New York Deferred Compensation Plan and Intel Corporation - discuss best practices regarding recordkeepers, administrators and custodians for each of their plans.

P&I CONFERENCE (SPONSORED)

Retirees within Your Plan

From  Mark Goodrich 3 Years ago

Three plan sponsors - Ahold USA, The City of New York Deferred Compensation Plan and Intel Corporation - discuss how they view retirees within their plans, including whether they actively try to keep retirees in the plan and marketing to retirees.

P&I CONFERENCE (SPONSORED)

Benchmarking Your Custom Target-Date Funds

From  Mark Goodrich 3 Years ago

Three plan sponsors - Ahold USA, The City of New York Deferred Compensation Plan and Intel Corporation - discuss how they benchmark their target date funds, including glidepath and expected outcomes.

P&I CONFERENCE (SPONSORED)

The Coming of Guarantees

From  Mark Goodrich 3 Years ago

Jody Strakosch, National Director, MetLife discusses how plan sponsors can offer annuities; why they may want to offer annuities; the various types of products offered; as well as providing retirement income.