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 |
|
|