2019 Industry Roundtable Highlights

2019 Roundtable Agenda

Preparing for Economic Uncertainty:
Ready! Fire! Aim? 2018

Speaker Anne Lester, Managing Director, Multi-Asset Solutions – Head of Retirement Solutions, J.P. Morgan. Anne shared research from J.P. Morgan regarding how people save and invest for retirement, and how that data can be used to inform effective plan design.

View the Presentation

Legislative Panel

The meeting concluded with a panel of four federal policy makers offering their perspective on the current landscape of the defined contribution industry. Paul Beddoe served as moderator and panelists included: Charlie Bolton, Legislative Assistant, Senator Rob Portman (R-Ohio), United States Senate; Chris Allen, Senior Advisor for Benefits and Exempt Organizations Majority, Committee on Finance, United States Senate; Karin Hope, Tax Counsel, Minority, Committee on Ways and Means, United States House of Representatives; Ron Storhaug, Tax and Economic Policy Advisor, Committee on Small Business & Entrepreneurship, Office of Senator Ben Cardin, United States.

The ‘Cat-and-Mouse’ Game of Deriving Revenue, Maintaining Transparency and Delivering Value

“A distinguished panel representing governmental employers, investment consulting, defined contribution service providers and investment management discussed many of the challenges facing the retirement industry in deriving revenue, maintaining transparency and delivering value. Technological challenges such as cybersecurity and participant and customer service web tools represent a significant cost to service providers. Jake O’Shaughnessy, Ben Taylor, Brenda Anderson, Dan Morrison and Cindy Rehmeier engaged in a spirited conversation about changing the conversation to focusing on outcomes and participant needs by addressing the questions What’s the optimal service model? Should field representatives be a part? How do you balance customized processes with efficiency? And How do you account for all of this in a well-documented, well-thought out Request for Proposal.”

– Jeffrey Snyder, panel moderator

Maximum Benefit, Minimal Time

Our Industry Roundtable is exclusively for industry members and it is designed to address concerns specific to your needs. We organize the yearly agenda to provide our industry members with maximum amount of information and opportunity for creative participation, while also limiting your time away from the office.

Our Roundtable is divided into two main sections:

1. Legislative discussions involving proposals being offered up in Washington that will change the way we service and deliver retirement security to participants

2. Operational topics including developing best practices around emerging issues in the industry