Skip to page content
Secretary of Labor Thomas E. Perez
Bookmark and Share

Investment of 401(k) and Other Retirement Plans in Target Date Type Plans Hearing Webcast

The archived webcast is presented in nine parts for easier viewing. For additional information about the hearing, including written testimony from witnesses, please visit the EBSA home page New and Noteworthy section.

NOTE: An accessible (captioned) version of these videos will be supplied as soon as they are available.

Introduction

  • Deputy Secretary of Labor Seth Harris
  • Securities and Exchange Commission Chairman Mary L. Schapiro

Panel One: Introduction to Target Date Funds

  • Karrie McMillan, Investment Company Institute
  • Rich Whitney, T. Rowe Price Group, Inc.
  • John Ameriks, Vanguard Group
  • Derek L. Young, Fidelity Management & Research Company
  • Jeffrey Knight, Putnam Investments

Panel Two: Target Date Fund Investor Considerations

  • Rod Bare, Morningstar, Inc.
  • David Certner, AARP
  • Joseph C. Nagengast, Target Date Analytics, LLC
  • Marilyn Capelli Dimitroff, Certified Financial Planner Board of Standards, Inc.

Panel Three: Exploration of Glide Paths and Underlying Investments

  • Edward Moslander, TIAA-CREF
  • Seth J. Masters, AllianceBernstein L.P.
  • Anne Lester, J.P. Morgan Asset Management
  • Michael Case Smith, Avatar Associates
  • Jeffrey S. Coons, Manning & Napier Advisors, Inc.

Panel Four: Plan Sponsor Considerations

  • Ian Kopelman, representing The Profit Sharing/401(k) Council of America
  • Mark Wayne, representing National Association of Independent Retirement Plan Advisors
  • Allison Klausner, representing American Benefits Council
  • Jessica R. Flores, Fiduciary Compliance Center

Panel Five: Utilization of Target Date Funds in Defined Contribution Plans

  • Jack VanDerhei, Employee Benefits Research Institute
  • Mark J. Warshawsky, Watson Wyatt Worldwide
  • Jodi DiCenzo, Behavioral Research Associates

 

Panel Six: Understanding, Selecting, and Monitoring Target Date Funds

  • Josh Cohen, Russell Investments
  • Richard O. Michaud, New Frontier Advisors, LLC
  • Chip Castille, Barclays Global Investors
  • Lori Lucas, Callan Associates Inc.

Panel Seven: Understanding, Selecting, and Monitoring Target Date Funds

  • James P. Lauder, Global Index Advisors, Inc.
  • Claiborne B. Morton III, Raymond James Financial Services
  • Richard C. Dunne, QDIA.com
  • Louis S. Harvey, DALBAR, Inc.

Panel Eight: Disclosures related to Target Date Funds

  • Anne Tuttle, Financial Engines
  • David A. Krasnow, Pension Advisors
  • Randal McGathey, RM Consulting
  • Edward P. Moore, Edelman Financial Services, LLC

Panel Nine: Target Date Funds and Other Investment Options

  • Michael Drew, Griffith Business School
  • Chris Tobe, Breidenbach Capital Consulting, LLC
  • Ross Bremen, NEPC, LLC
  • Mark Foley, Prudential Investment Management Services, LLC

Closing Remarks