Plan sponsor directed investment offerings have experienced many innovative changes over the past few years due to the passage of legislation such as the SECURE Act and CARES Act. Improved portability, benefit responsiveness, and fiduciary protections for plan sponsors offer a greater opportunity to explore in-plan guarantee investment solutions within their respective core investment line-ups.

This session will explore various investment options – active vs passive, ESG, managed accounts, stable value/fixed income solutions, in-plan guaranteed investment options, TDFs – and the pros and cons of each. Learn about strategies and communication techniques that plan sponsors can employ to enhance plan design and investments for participants, especially those near retirement.


  • Moderator: Rob Boehmer, Executive Officer, State of Nevada
  • Panelist: David Ireland, Senior Managing Director, State Street Global Advisors
  • Panelist: Jim Licato, Vice President, Product Management, Retirement & Workplace Solutions. Morningstar Investment Management LLC
  • Panelist: Christine Stokes, Head of Institutional and Retirement L&D, Nuveen

Select "Download" to access the PDF version of the presentation. Click below to view the recording.

  • Version
  • 1.18 MB File Size
  • January 3, 2022 Create Date
  • August 31, 2023 Last Updated
Evolution of the DC Plan Menu