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HIGHLIGHTS

Meeting the Challenge of Building Better Outcomes

As the nation’s retirement system structure has shifted from a defined benefit (DB) orientation to one more focused on defined contribution (DC), the focus for many also shifted—from an appreciation for the benefit outcome to an awareness of the size, timing, and cost associated with those programs.

Building 'Blocks'

The evolution of guaranteed fixed annuities and not-for-profit retirement plans

Next Steps

Gearing up for the next wave of change in 403(b) plans

Focused on Growth

Wells Fargo team brings continuous risk management, sell discipline to growth portfolio management

True Believers

Looking ahead to Generation 2.0 target-date designs
PS1111_Prudential_logo

Meeting the Challenge of Building Better Outcomes

As the nation’s retirement system structure has shifted from a defined benefit (DB) orientation to one more focused on defined contribution (DC), the focus for many also shifted—from an appreciation for the benefit outcome to an awareness of the size, timing, and cost associated with those programs.

James Mcinnes, Senior Vice President

Dylan Tyson, Senior Vice President

Srinivas Reddy, Senior Vice President

Veronica Charcalla, Vice President

PS811 Fidelity logo

Building 'Blocks'

The evolution of guaranteed fixed annuities and not-for-profit retirement plans

John Ragnoni, Executive Vice President, Tax Exempt Business

Elizabeth Heffernan, Vice President, Product Management

Scott Senseney, Vice President, Client Consulting and Strategy

PS811 CapTrust logo

Next Steps

Gearing up for the next wave of change in 403(b) plans

Jeb Graham, Retirement Plan Consultant, Florida-based CapTrust Advisors

PS811 Wells Fargo logo

Focused on Growth

Wells Fargo team brings continuous risk management, sell discipline to growth portfolio management

Thomas Ognar, CFA

Bruce Olson, CFA

Joe Eberhardy, CFA, CPA

John Krueger, Product Specialist, CFA

PS611 Allianz logo

True Believers

Looking ahead to Generation 2.0 target-date designs

Stephen Sexauer, Chief Investment Officer, Alliance Global Investors Solutions

Glenn Dial, Head of Retirement Product Business Development

PS611 MetLife logo

Stable, Valued

During times of market volatility, stable and value are both operative words

Warren C. Howe, National­ Sales Director for Stable Value for MetLife’s Retirement & Benefits Funding team

Fidelity logo

Mitigating Circumstances

Reducing plan sponsor fiduciary risk

Doug Fisher, Senior VP of the Public Policy Group

Dan Keating, VP of Personal Wealth Investing Risk and Compliance

Margaret Raymond, VP and Associate General Counsel

MSSB logo

An Eye on the Prize

A new kind of benchmarking helps plan ­sponsors keep retirement plans on target

Patrick Rieck, National Retirement Distribution Manager for MSSB

Ed O’Connor, Managing Director, Retirement Services at MSSB

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