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Education/Advice
Where Do you Go for Financial Advice?
For years, the traditional “style box” has been the answer to educating participants about diversification and investment philosophy within defined contribution.
Robert Capone, Executive Vice President and Head of Retirement
Walter “Tripp” Braillard, Senior Vice President
Sharon Mossman, Senior Vice President
Peter Arcabascio, Senior Vice President
A decade after the transfer of responsibility for retirement security from employer to employee became widely recognized, an increasing number of defined contribution (DC) plan participants are beginning to understand that—without a retirement income component—their retirement plans are incomplete.
Cynthia Mallett, Vice President of Industry Strategies and Public Policy at MetLife
Roberta Rafaloff, Vice President of Institutional Income Annuities at MetLife
Kent Mason, Partner at Davis & Harman LLP
What to do with a defined benefit (DB) plan requires careful consideration from a plan sponsor and all parties involved with the pension plan’s management and administration.
John Budd, National Practice Leader of Institutional Products
Kevin Osinski, Consulting Actuary
Suzanne Amari, Director and Actuary of Pension Buyout Products