THOUGHT LEADERSHIP

Two Key Themes for DC Plans

Sponsored by PIMCO

Two Key Themes for DC Plans

For defined contribution (DC) plan participants, wealth accumulation has depended on both equities and fixed income. Yet fixed income will be ever more important in 2018 and beyond, in our view.

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

Art and Science

Evaluating target-date funds

Leveling the Playing Field

“When’s the last time you met someone who said they wanted to be treated unfairly?”

Customized Support

Providing flexibility for plan advisers to improve outcomes