Search for tag:  "public funds defined contribution summit"

Ian Kopelman reveals what regulators are on the lookout for when examining plan audits

From  Mark Goodrich 3 Years ago

Ian Kopelman reveals what regulators are on the lookout for when examining 403(b) and 457 (b) plan audits, and discusses the importance of managing fiduciary responsibilities over a public plan

Ian Kopelman reveals what regulators are on the lookout for when examining plan audits

From  Mark Goodrich 3 Years ago

Ian Kopelman reveals what regulators are on the lookout for when examining 403(b) and 457 (b) plan audits, and discusses the importance of managing fiduciary responsibilities over a public plan

Arnerich Massena's Jacob O'Shaughnessy discusses what's unique about the public sector for DC

From  Mark Goodrich 3 Years ago

Arnerich Massena's Jacob O'Shaughnessy discusses what's unique about the public sector for DC, as well as trends in the current public funds DC market

Arnerich Massena's Jacob O'Shaughnessy discusses what's unique about the public sector for DC

From  Mark Goodrich 3 Years ago

Arnerich Massena's Jacob O'Shaughnessy discusses what's unique about the public sector for DC, as well as trends in the current public funds DC market

MFS's Hubbard & Colvin discuss how plan sponsors should think about working with participants across different generations

From  Mark Goodrich 3 Years ago

MFS's Jon Hubbard & Kristen Colvin discuss how plan sponsors should think about working with participants across different generations, and how participant perceptions of their DC plans impact how they allocate their assets

MFS's Hubbard & Colvin discuss how plan sponsors should think about working with participants across different generations

From  Mark Goodrich 3 Years ago

MFS's Jon Hubbard & Kristen Colvin discuss how plan sponsors should think about working with participants across different generations, and how participant perceptions of their DC plans impact how they allocate their assets

ING's Paul Zemsky discusses how to determine the optimal glidepath for a specific plan

From  Mark Goodrich 3 Years ago

ING's Paul Zemsky discusses how to determine the optimal glidepath for a specific plan, as well as why plan sponsors should consider custom target-date vs. an off-the-shelf strategy

TIAA-CREF's Rich Hiller discusses the biggest challenge public plan sponsors face with respect to retirement plans

From  Mark Goodrich 3 Years ago

TIAA-CREF's Rich Hiller discusses the biggest challenge public plan sponsors face with respect to retirement plans, as well as some of the plan design elements that public plan sponsors should focus on to improve employees' retirement readiness

BlackRock's Tom Skrobe discusses the key question a public fund plan sponsor should be asking

From  Mark Goodrich 3 Years ago

BlackRock's Tom Skrobe discusses the key question a public fund plan sponsor should be asking, and the ratio of state and local government employees who don't participate in the social security system and why that is important from a DC perspective

Arnerich Massena's Jake O'Shaughnessy addresses the challenges faced by public plan sponsors

From  Mark Goodrich 3 Years ago

Arnerich Massena's O'Shaughnessy addresses the challenges faced by public plan sponsors, including how the pension landscape for public employees compares to that of corporate employees & how to meet the standard of fiduciary prudence for participant

American Century Investments' Rich Weiss explains target-date risk

From  Mark Goodrich 3 Years ago

American Century Investments' Rich Weiss explains target-date risk and why it is important for target-date funds to offer higher risk-adjusted returns, as well as the limitations to current approaches on risk measurement

TIAA-CREF's Richard Hiller discusses managing risks in supplemental public DC plans

From  Mark Goodrich 3 Years ago

TIAA-CREF's Richard Hiller discusses managing risks in supplemental public DC plans including the elements of best practic when it comes to risk management in 457(b) plans

ING's Seth Finkelstein discusses the fiduciary issues surrounding the choice of target-date options

From  Mark Goodrich 3 Years ago

ING's Finkelstein discusses the fiduciary issues surrounding the choice of target-date options for plan participants, including the most important fiduciary duty for public DC plan sponsors & why they should evaluate product design, not performance

BlackRock's Tom Skrobe addresses how changes in the retirement landscape are impacting public plans

From  Mark Goodrich 3 Years ago

BlackRock's Tom Skrobe addresses how changes in the retirement landscape are impacting public plans and how public plans can leverage DC to fulfill their commitment to participants and taxpayers

Annamaria Lusardi discusses research on individuals' knowledge of risk

From  Mark Goodrich 3 Years ago

Annamaria Lusardi discusses research on individuals' knowledge of risk and risk diversification, including an international and demographic comparison of financial literacy and applications and programs to promote risk literacy