Our Sponsors 2021

2021 Visionary Sponsor

We are Empower
Providing retirement savings plans for millions of working Americans

At Empower, our primary focus is on retirement: empowering people to save enough today to enjoy the future they imagine.

As the nation’s largest provider of governmental deferred compensation plans, we provide retirement services for more than 2.7 million government workers. Empower Retirement can bring proven ideas and innovations to your organization that help deliver measurable results.

Our focus enables us to commit to our clients and your members for the long term.

THOUGHT LEADERSHIP:

• Rerouting the Journey to Retirement |  Pandemic perspectives: How government employees are gaining financial confidence

2021 Visionary Sponsor | PRRL Founding Partner

In today’s dynamic retirement landscape, a more holistic approach is required to achieve optimized participant outcomes. As a DC investment partner managing approximately $139 billion¹ in DC assets, Invesco offers a unique framework, the Circle of Action, to help plan sponsors, advisors and consultants make decisions interdependently around four key areas – Investment Strategy, Plan Design, Participant Engagement and Plan Governance. Our DC capabilities span virtually all asset classes, styles and regions and are backed by the resources of Invesco Ltd., with $1.1 trillion¹ in AUM and more than 8,000 employees worldwide.

¹Invesco. Data as of June 30, 2020. Total AUM figure includes all assets under advisement, distributed and overseen by Invesco Ltd.

THOUGHT LEADERSHIP:

• Shifting DC Times | Fall 2021
• Watch Your Language: Rethinking how we communicate with participants

2021 Visionary Sponsor | PRRL Supporting Partner

Founded in 1972, ICMA-RC helps those who serve their communities build toward a secure and confident financial future. ICMA-RC is a mission-based, nonstock, nonprofit, financial services company with approximately $70 billion in assets under management and administration (as of March 31, 2021). The company focuses on delivering results-oriented retirement plans, education, investments, and advice for over 1.5 million public participant accounts.

For more information, visit www.icmarc.org, download ICMA-RC’s mobile app from the App Store® and Google Play™ or follow ICMA-RC on Facebook, LinkedIn, and Twitter.

THOUGHT LEADERSHIP:

• ICMA-RC/MissionSquare Retirement – Why We’re Rebranding
• How Innovative Plan Sponsors and Administrators Can Address Public Sector Employee Financial Concerns due to COVID

2021 Visionary Sponsor | PRRL Founding Partner

Nationwide® is a US-based Fortune 100 company with a diverse corporate portfolio and a history of strength and stability dating back to 1926. With over 47 years in the Retirement Solutions business we are committed to doing the right thing at the right time, so that participants get better experiences and plan sponsors get a better partner. This commitment is evident in participant experiences, administrative simplicity and values that translate to service. These values are demonstrated in our culture of giving back through our associates’ engagement in campaigns that support blood donation, hunger relief, social justice and community giving.

THOUGHT LEADERSHIP:

• Guaranteed lifetime income and the SECURE Act: A closer look
• Social Security 2021 Quick Reference Guide

2021 Visionary Sponsor | PRRL Supporting Partner

Prudential Retirement delivers retirement plan solutions for public, private, and nonprofit organizations. We are committed to helping plan sponsors build a Rock Solid retirement plan. That starts with designing the right plan. One that has an “income for life” strategy in place that helps get workers to and through retirement. One that emphasizes and focuses on holistic Financial Wellness. And one that provides the best tools, communications, education and resources to enable success. Every American worker deserves a retirement they can count on. Today thousands of organizations turn to us to help protect millions of workers with retirement plans built for today’s toughest challenges.

For 145 years, Prudential Financial has helped individual and institutional customers grow and protect their wealth. We are known for delivering on our promises to our customers and are recognized as a trusted brand and one of the world’s most admired companies.

THOUGHT LEADERSHIP:

• Public Sector Retirement Program Wellness Checkup
• Pulse of the American Worker Survey: Special Report

2021 Visionary Sponsor | PRRL Supporting Partner

Voya Financial® helps Americans plan, invest and protect their savings — to get ready to retire better. We serve the financial needs of more than 15 million individual and institutional customers in the United States. Our vision is to be America’s Retirement Company® while being equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. We are a Fortune 500 company (NYSE: VOYA) with a clear mission to make a secure financial future possible — one person, one family, one institution at a time.

As the nation’s #1 provider of governmental deferred compensation plans (based on plan assets as of 12/31/20), we work with plan sponsors in states, cities, counties and municipalities of all sizes to provide unique, tailored retirement plan solutions as flexible as your employees are diverse. We have a unique combination of scale, size and market position that allows us to deliver plan administration in a cost-effective manner and engage employees to drive positive retirement outcomes.

THOUGHT LEADERSHIP:

• Building Financial Resiliency with an Emergency Savings Fund
• The 2020s: A decade of workplace challenges and opportunities

2021 Premier Sponsor

Proven, cost-effective solutions to meet the public sector’s complex needs

As a leading provider of benefits, payroll and cloud solutions, we have the technology and expertise to help the public sector lower costs, reduce administrative burden and automate processes. Be confident you’re providing solutions that make a difference to the community you serve while elevating the employee experience and enhancing employee wellbeing.

THOUGHT LEADERSHIP:

• The Impact of Small Amount Cash-outs on Retirement Income

2021 Premier Sponsor

Enterprise Iron was founded in 2002 to provide specialized operations and technology and risk management consulting services. Dedicated exclusively to the financial services industry, Enterprise Iron has consistently and successfully delivered numerous significant engagements, with a special emphasis on the retirement industry. EI provides its clients with guidance in the areas of industry best practices, digital transformations, fiduciary practice assessments, platform search and selection, software installation and maintenance and operational improvements including cost take out, lean management and client service improvement. It has extensive experience serving recordkeepers, TPAs and plan sponsors. Enterprise Iron delivery models include advisory/consulting engagements, outsourced/managed services and high-skill staff augmentation to the financial services industry.

THOUGHT LEADERSHIP:

• Government Agencies Need to Modernize Their Systems – But How Can They Do It Efficiently and Effectively?

2021 Premier Sponsor

Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $270 billion in end-of-period account values as of June 30, 2020. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index, and rank among Forbes’ World’s Best Employers, Best Large Employers, Best Employers for Diversity, Best Employers for Women and JUST 100, and Newsweek’s Most Responsible Companies.

THOUGHT LEADERSHIP:

• In-plan Income Checklist

2021 Premier Sponsor

Segal is a leading, independent firm of benefits, compensation and human resources consultants. Headquartered in New York,  Segal has more than 1,000 employees throughout the U.S. and Canada. Clients include federal agencies, state and local governments, corporations, non-profit organizations, professional service firms, and joint boards of trustees administering pension and health and welfare plans under the Taft-Hartley Act.

For more than 80 years, Segal consultants have developed cutting-edge total reward approaches that provide quality health care, secure retirement, and competitive compensation programs for public employees. Further, we help plan sponsors and employers develop efficient and secure administration systems and procedures. As a member of The Segal Group, we also offer insurance brokerage through Segal Select Insurance Services, Inc., award-winning employee communications through Segal Benz and investment solutions through Segal Marco Advisors, Inc.

THOUGHT LEADERSHIP:

• Changing DC Plan Recordkeepers Can Be Complex – Steps for a Smooth and Successful Transition

2021 Partner Sponsor

Working together, ours is an important calling — helping your employees plan for and achieve the retirement they envision. At AIG Retirement Services, we have an unwavering commitment to helping you and your employees see brighter futures when it comes to planning for the future. When you partner with AIG Retirement Services, you will experience the difference we bring to your plan, including:

• Powerful technology paired with trusted advisors
• Smart use of data analytics to enhance plan health
• A more personal experience

We have specialized in retirement services for more than 60 years. But what makes us truly different is how we serve your employees. Learn more by visiting lifeandretirement.aig.com/employers.

2021 Partner Sponsor

AndCo is an independent, SEC registered institutional investment and retirement consulting firm that is 100% employee owned and driven by independence, objectivity and transparency.  We serve as a fiduciary, without exception or caveat, to each of our clients in assisting and guiding them to make important investment and plan design decisions. As one of the largest public-sector consulting firms in the country, we understand the unique needs of public plans and the delicate balance between pension, defined contribution, and deferred compensation benefits. We offer a full range of investment and fiduciary support for all types of institutional plans.

2021 Partner Sponsor | PRRL Founding Partner

Since 1931, Capital Group, home of the American Funds, has been focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.

As one of the world’s largest asset management families, we serve a wide range of institutional investors, including defined benefit and defined contribution plan sponsors, endowments and foundations, financial institutions, governments, and sovereign wealth funds. Our organization has managed assets for institutional investors since 1968 and serves more than 700 institutional clients worldwide.

American Funds has deep roots in the defined contribution business. Our organization manages retirement assets for many Fortune 1000 companies and government entities, with some relationships extending back more than three decades. We believe in the value of enduring relationships with our clients and are committed to the defined contribution market for the long run.

2021 Partner Sponsor

With a heritage of over 160 years, Equitable understands the challenges in preparing for retirement and is committed to helping individuals through every stage of life. Whether beginning their career, changing jobs, or nearing retirement, our clients can count on us to help reach their savings goals. Acknowledging that everyone’s retirement savings needs are unique, we offer customized education programs and product plans to suit all investor types. Our advisors make investing as easy as possible by helping employees figure out how much they should be saving each month and where to invest their money. Over 765,000 clients nationwide trust Equitable with their retirement accounts. If you lack confidence in your savings, we have both the experience and dedication to help you attain a comfortable retirement.

2021 Partner Sponsor

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $10.7  trillion,  including  discretionary  assets  of  $4.0  trillion  as  of  April 30,  2021, we focus on meeting the unique needs of a  diverse  set of  customers: helping  more than 35 million  people  invest  their  own  life  savings,  22,000  businesses  manage employee benefit programs, as well as providing more than 13,500 wealth management firms and institutions with investment and technology solutions to drive growth. Privately held for 75 years, Fidelity employs more than 47,000 associates who are focused on the long-term success of our customers. For more information about Retirement Plan Services for Not-for-Profit Organizations please visit: https://www.fidelityworkplace.com/s/403b. For  institutional investors please visit: i.fidelity.com.

2021 Partner Sponsor

The Hyas Group, an independent investment consulting practice, focuses exclusively on the needs of institutional clients. Located in Portland, Oregon and nationally recognized for retirement plan knowledge and expertise, we are passionate about client service and our fiduciary duty.

The people who comprise the Hyas Group average more than 20 years of experience with defined contribution and defined benefit retirement plans and investments. Collectively, we represent and advise on $32 billion in client assets, including all types of retirement plans and other post-retirement benefits. Governmental, corporate and non-profit plan sponsors have all sought the analytical skills and proactive services offered by Hyas.

2021 Partner Sponsor

Morningstar, Inc.’s mission is to empower investor success. We were founded on the simple idea that when people have good investment information, they make better choices that lead to better outcomes. Our advocacy for the individual investor extends to the workplace market, where the responsibility for investing and saving for retirement now rests with employees and where we’re committed to helping those employees achieve their financial goals. The products and services of Morningstar and its affiliates range from advice and managed accounts to custom models, target-date solutions, and fiduciary services. Our Workplace business includes Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. Find out more at http://www.morningstar.com/company/workplace.

2021 Partner Sponsor

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions.

As a result, we have $3.9 trillion under our care, as of June 30, 2021. Within our global defined contribution business, State Street manages $782 billion in assets – $135 billion in our critical target date fund series – and supports over 23 million individuals in planning and preparing for retirement. Our mission is to deliver better retirement outcomes through innovative investment solutions, public policy advocacy, and participant engagement.