Sponsored by MassMutual
Why COLI? Why MassMutual?
Interview with Mark Laramee, Managing Director of COLI Sales, Institutional Solutions
THOUGHT LEADERSHIP
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.
Sponsored by Ascensus
Redefining Wellness: It Starts with the Employer
When it comes to benefit program delivery, the definition of “wellness” is about to change.
Sponsored by OneAmerica
One Portfolio at a Time: Adaptive Managed Accounts Seek Optimal Retirement Incomes
Interview with Terry Burns
Sponsored by Ascensus
Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy
Advisers angling for new business might rethink their need to hook a whale.
Sponsored by Charles Schwab
Participants Have The Right Mindset, But “We Still Have Work To Do”
Plan design can certainly help drive outcomes, but as an industry, we still have work to do
Changing the Conversation To Income
The industry’s evolving focus on managing income risk and
the role of advisers in the discussion.
Sponsored by TIAA
A Growing Risk Transfer Market Holds Adviser Opportunity
A Growing Risk Transfer Market Holds Adviser Opportunity
Sponsored by Pacific Life
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.
Sponsored by Wells Fargo and SageView
Planning for Income
A new approach to target-date funds leads to a focus on
retirement income.
Sponsored by Aspire Financial Services
Joe Ready
Executive vice president, Wells Fargo
Institutional Retirement and Trust
Sponsored by Wells Fargo
Todd Howard
National Sales Manager, Retirement and Investment Only, Voya Investment Management
Sponsored by Voya
Ed Moslander & Ben Lewis
Ed Moslander, Senior managing director at TIAA-CREF; Ben Lewis, Senior managing director institutional relationships at TIAA CREF
Sponsored by 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
Sponsored by J.P. Morgan Asset Management
James Macey
Senior vice president, portfolio manager at Franklin Templeton Solutions
Sponsored by Franklin Templeton Investments
Scott Wittman
Chief Investment Officer for Asset Allocation at American Century Investments®
Sponsored by American Century Investments
Christen Marsenison
Vice president of corporate strategy and development for Envisage Information Systems
Sponsored by 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.
Sponsored by Nationwide Financial
Frequently Asked Questions: DoubleLine Core Fixed Income Fund
Learn more about DoubleLine's Core Fixed Income Fund as Bonnie Baha answers frequently asked questions.
Sponsored by DoubleLine