Why COLI?  Why MassMutual?

Sponsored by MassMutual

Why COLI? Why MassMutual?

Interview with Mark Laramee, Managing Director of COLI Sales, Institutional Solutions
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.

Changing the Conversation To Income

The industry’s evolving focus on managing income risk and the role of advisers in the discussion.

Retirement Technology

Revolution, Not Evolution

2015 Movers & Shakers

Envisage Information Systems, TIAA-CREF, Franklin Templeton Investments, Wells Fargo, J.P. Morgan Asset Management, American Century Investments, Voya 2015-12-22

Expert Insight

An adviser and recordkeeper confront challenges in the retirement plan industry.

Planning for Income

A new approach to target-date funds leads to a focus on retirement income.

Joe Ready

Executive vice president, Wells Fargo Institutional Retirement and Trust

Todd Howard

National Sales Manager, Retirement and Investment Only, Voya Investment Management

Ed Moslander & Ben Lewis

Ed Moslander, Senior managing director at TIAA-CREF; Ben Lewis, Senior managing director institutional relationships at TIAA CREF

Mike Miller & Anne Lester

Mike Miller, Head of Retirement Distribution, US Funds Management at J.P. Morgan Asset Management; and Anne Lester, Portfolio Manager and Head of Retirement Solutions, J.P. Morgan Asset Management

James Macey

Senior vice president, portfolio manager at Franklin Templeton Solutions

Scott Wittman

Chief Investment Officer for Asset Allocation at American Century Investments®

Christen Marsenison

Vice president of corporate strategy and development for Envisage Information Systems

Client-Centered Solutions For a Customized Plan

The ideal retirement plan makes it possible for advisers to both reduce plan sponsor clients’ fiduciary risk and maximize plan participant savings.