THOUGHT LEADERSHIP

Keeping Stable  Value Options Stable

Sponsored by ICMA-RC

Keeping Stable Value Options Stable

15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money market funds—making stable value a significant part of a plan lineup.

Fiduciary Friendly

Understanding the unintended implications of revenue sharing
and best practices to eliminate them

Julia Bates

Head of Individual and Business Retirement for J.P. Morgan Asset Management

Improving Plan Sponsor Satisfaction

A conversation with Jordan Burgess, SVP, Head of Institutional Sales, and Derek Wallen, SVP, Head of Advisor Sold Defined Contribution Investment Only (DCIO) Sales of Fidelity Investments

 

Christopher Jones

Chief Investment Officer at Financial Engines

 

Michael Doshier

Head of Retirement and College Savings, Global Client Marketing for Franklin Templeton Investments

Yaqub Ahmed

Head of the Investment Only Division of Franklin Templeton Investments

Randy Long

Founder and Managing Principal of SageView Advisory Group

 

Elaine Sarsynski

Executive Vice President, MassMutual Retirement Services and Workplace Solutions, and Chairman, MassMutual International

 

2014 Movers and Shakers

2014-12-22

Tax-Exempt Opportunities

Advisers looking to specialize can find ­opportunities in the tax-exempt market

 

Easing the Student Debt Crisis

How a holistic approach can help

 

Industry Pulse

Panelists in the CEO Roundtable session discuss retirement plan industry trends and direction

Home Office Insights

LPL Financial’s CEO discusses the value offered by broker/dealers

 

Raising the Bar In Target-Date ­Evaluation

“If you challenge conventional wisdom, you will find ways to do things much better than they are currently done.” —Moneyball, by Michael Lewis

 

Plan Design First

How advisers can help plan sponsors and participants by prioritizing plan design initiatives