THOUGHT LEADERSHIP

Stable Value

Sponsored by MetLife

Stable Value

<div>Managing director and head of Retirement for J.P. Morgan Asset Management</div><div></div>

Two Key Themes for DC Plans

Sponsored by PIMCO

Two Key Themes for DC Plans

<div>Managing director and head of Retirement for J.P. Morgan Asset Management</div><div></div>

Rethinking Retirement Plans

Sponsored by OneAmerica

Rethinking Retirement Plans

<div>Managing director and head of Retirement for J.P. Morgan Asset Management</div><div></div>

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

Making Sense of TDFs

Essentials of target-date fund design and analysis

Unique Focus

Specializing in the small-plan segment