A series of interviews and round table discussions from industry experts on topics that cover the broad range of financial services. Stay informed and look for our podcasts in the iTunes music store.
Delaplane's Washington Update
James M. Delaplane is a partner in the benefits group at Davis & Harman, where he represents financial institutions, employers and public policy organizations on employee benefits, financial services and tax matters. He is also Pensions & Investments’ favorite Washington insider. In his keynote address at Pensions & Investments’ annual East Coast Defined Contribution Conference, Mr. Delplane dissects the current legislative and regulatory environment for DC plan sponsors. Among the nuggets he delivers: there will be little legislative action in 2010 that comes to fruition that will affect DC plans; however, plan investment issues are increasingly becoming a focus in Washington. Also, two marquee initiatives – the Auto IRA and expansion of the savers credit, are likely to see some sort of action.
Mark Anson was president of Nuveen Investments until early April, when he moved to Oak Hill Investment Management Group as managing partner and chief investment officer. In this program, a recording of his address at Pensions & Investments’ East Coast Defined Contribution conference held in early March, Mr. Anson discusses the investment environment of 2008 – when risk was punished – and 2009 – when financial markets returned to more normal equilibrium. And looking ahead, he says 2010 is about alpha capture – an investment environment that favors active management. Finally, he outlines his idea for a new, low-risk portfolio that 401(k) participants – and their plan sponsors – might find intriguing.
EBRI’s Dallas Salisbury on retirement preparedness
Using the wealth of survey data at his fingertips, Employee Benefit Research Institute president and CEO Dallas Salisbury separates fact from fiction – particularly in the area of what DC plan particpants did – or didn’t do – during the financial crisis of 2008-2009. This podcast is an excerpt from his keynote address at Pensions & Investments’ annual East Coast Defined Contribution Conference, held in early March.
EBRI president and CEO Dallas Salisbury on how we are doing
Dallas Salisbury, Employee Benefit Research Institute president and CEO, knows the trouble most retirement plan participants are in - and why. And at Pensions & Investments East Coast Defined Contribution Conference, held in early March, he told the audience that participants better than most commentators gave them credit for. That’s not to say there’s room – a lot of room, in fact – for improvement.
EBRI’s Dallas Salisbury on DC plan contribution freezes
Employee Benefit Research Institute president and CEO Dallas Salisbury separates fact from fiction. In this podcast, which is an excerpt from his keynote address at Pensions & Investments’ annual East Coast Defined Contribution Conference, held in early March, Mr. Salisbury tells the real story of companies freezing contributions to their defined contribution plans. The short answer: by and large they really didn’t.
The P&I 1,000: Pensions & Investments' annual look at the largest retirement funds
In this program, we go beyond the numbers (assets of the 1,000 largest retirement funds fell $330 billion, or 5.2%, to $6.08 trillion for the 12 months ended Sept. 30) and discuss with two leading pension pros what factors drove last year's asset level changes and what retirement fund officials are doing today to improve their funds and prepare for the future.