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DCIL 2019 - Conference Chair: Bill Ryan, AON

From  Mark Goodrich 3 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?

P&I CONFERENCE (SPONSORED)

DCIL 2019 - Keynote: J. Mark Iwry

From  Mark Goodrich 3 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 3 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 3 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 3 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 3 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 3 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…