Our Sponsors

2025 Visionary Sponsor

More than 1.5 million Americans rely on Allianz Life Insurance Company of North America to help them achieve their financial and retirement goals. Now, Allianz is putting that depth of retirement income experience to work – in a solution tailored for defined contribution plans. Allianz Lifetime Income+® can help participants build a portion of guaranteed income within their DC plans, protect against market volatility, and may help address rising costs in retirement.

Thought Leadership:

• White paper: How guaranteed lifetime income helps improve risk resiliency
• White paper: Navigating portability of in-plan guaranteed lifetime income products

2025 Visionary Sponsor

Ariel Investments is an independent money management firm founded in 1983—built on a philosophy of patient, long-term investing. With expertise in public equities across the market cap spectrum and around the globe, we offer managed accounts, mutual funds and other investment products. We aim to help institutions, financial intermediaries, defined contribution plans and individuals from all walks of life achieve their long-term financial goals.

For more information, please visit www.arielinvestments.com to learn more about our firm and offerings.

Thought Leadership:

• Coming soon!

2025 Visionary Sponsor

Corebridge Financial is a public company that’s passionate about giving people the power to help reach their financial goals. We are one of the largest providers of retirement solutions and insurance products in the United States. We offer industry-leading tools, engaging experiences and expertise to fuel your success.

We deliver an expansive portfolio of products to serve your unique needs. And we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.

At Corebridge, we believe no one achieves a financially secure future by accident—great things happen when people take action. For more information, visit corebridgefinancial.com.

Thought Leadership:

• Women speak out on money matters
• Government Survey Findings

2025 Visionary Sponsor

At Empower, our vision is to transform financial lives through advice, people and technology. As one of the largest providers of government retirement plans, we’re committed to serving those who keep our communities across the nation moving forward. We help drive outcomes by partnering with the public sector including states, counties, cities, public safety, public utilities, transportation, water authorities, schools, hospitals and more. We are helping nearly 5K government plans with more than 4 million public employees achieve the future they imagine.

We help motivate government workers to achieve incremental wins by providing them with a full financial picture through the Empower Personal Dashboard™, fiduciary advice for all to help people make more informed decisions and a personalized plan and messaging to drive clear next steps.

With a mission to empower financial freedom for all, Empower proudly serves over 82,000 organizations and more than 18 million individuals with 1.5 trillion in assets under administration. We’re continuing to grow — and innovate — every day.

Thought Leadership:

• Empowering America’s Financial Journey 2025 Government
• Making a Difference: How advice drives retirement readiness in the tax-exempt market

2025 Visionary Sponsor

At MissionSquare, we are your partners in public sector retirement planning. We were created for the public sector by the public sector more than 50 years ago and our mission is simple: we’re here to help public employees build retirement security.

As a leading retirement plan administrator dedicated primarily to the public sector, we believe in a holistic approach and lifelong support. Our financial wellness program includes personalized digital hubs, access to Certified Financial Planner™ professionals, and services for achieving long-term financial goals. We’re proud to have helped millions of public service workers retire well.

Beyond finances, we engage with our communities through initiatives like the MissionSquare Memorial Scholarship Fund, honoring those who serve, and the MissionSquare Foundation, established in 2022, to give back to our communities and champion the next generation of public sector leaders. We also provide unparalleled workforce research from the MissionSquare Research Institute. Our advocacy efforts focus on positive policy impacts, reinforcing our mission of helping public employees save for their desired retirement.

Visit www.missionsq.org or follow us on Facebook, LinkedIn, and X to stay informed and learn more about our latest offerings and insights.

Thought Leadership:

• Public Sector Employees Show High Acceptance of Default Investments in Defined Contribution Plans
• Student Loan Debt Is a Key Influencer in U.S. Worker Decisions to Accept and Stay in Jobs

2025 Visionary Sponsor | PRRL Founding Partner

Nationwide, a US-based Fortune 100 company headquartered in Columbus, Ohio, is one of the largest and strongest diversified financial services and insurance organizations in the United States. Nationwide administers over 32,000 retirement plans, protecting nearly $200 billion in participant assets, and helping secure financial futures for over 2.7 million participants. Nationwide services the highest volume of Governmental 457 plans¹ and has demonstrated significant growth in corporate 401(k) and not-for-profit 403(b) markets.  With close to 50 years in the Retirement Solutions business, we always focused on what matters most – the outcomes of our participants. This commitment is reflected in our award-winning² service we provide and our 1:1 tailored guidance, regardless of age or account balance. Our array of digital tools and solutions help each participant take their unique next best action to prepare for and live-in retirement.

¹PLANSPONSOR’s 2023 Recordkeeping Survey 
²DALBAR Plan Participant Service Award (2014-2024)

Thought Leadership:

• Protected retirement income solutions – What plan sponsors need to know
• Retirement reality check

2025 Visionary Sponsor

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services. We are a leader in the defined contribution business bringing over 40 years of experience in the DC industry to assist plan sponsors and participants.

We offer a full range of investment capabilities designed to meet the needs of retirement plan participants, and we provide an array of commingled funds, separate account management, retirement recordkeeping, and related services for retirement plan sponsors.  Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.

The principle on which Thomas Rowe Price, Jr., founded the firm in 1937—that his company’s success should follow from the success it achieves for its clients—continues to guide us today. Our disciplined investment approach is rooted in proprietary research carried out by experienced professionals around the globe. To this approach, we bring a deep understanding of client needs and a long-term view that balances risk and reward. And we nurture a culture that encourages collaboration and diverse thinking.

Thought Leadership:

• 2025 Retirement Market Outlook
• Making the Benefit Connection

2025 Visionary Sponsor

Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth and investment company offering products, solutions and technologies that help its 14.7 million individual, workplace and institutional clients become well planned, well invested and well protected. Voya also is purpose-driven and committed to conducting business in a way that is economically, ethically, socially and environmentally responsible. Voya has earned recognition as: one of the World’s Most Ethical Companies® by Ethisphere; a member of the Bloomberg Gender-Equality Index; and a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.

As the nation’s #1 provider of governmental deferred compensation plans (based on 2023 PLANSPONSOR Recordkeeping Survey), we work with plan sponsors in cities, counties, states and special districts of all sizes to provide 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:

• Coming soon!

2025 Premier Sponsor

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.  Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.1 trillion, including discretionary assets of $5.9 trillion as of December 31, 2024, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.

For more information about Retirement Plan Services for Nonprofit Organizations please visit: https://www.fidelityworkplace.com/s/403b. For institutional investors please visit: https://institutional.fidelity.com/institutions.

Thought Leadership:

• 4 Ways to Ease Employees’ Transition to Medicare

2025 Premier Sponsor

J.P. Morgan Asset Management (“JPMAM”) is a leading asset manager for individuals, advisors and institutions with over $3.5 trillion under management (as of December 31, 2024). Our investment professionals around the world and across the asset class spectrum share one common goal: to help build stronger portfolios that solve the needs of our clients.

As an award-winning retirement solutions provider, we are committed to getting more plan participants across the retirement finish line. Our understanding of participants’ risks and behaviors is unparalleled, allowing us to empower better decisions with industry-leading tools, solutions and insights. Two decades of research and the savings and spending behavioral data of millions of participants fuel our investment decisions and the retirement plan solutions we offer our clients. At J.P. Morgan Asset Management, we are helping real people throughout their entire retirement journey. The breadth and depth of our capabilities make us a truly experienced partner as we help clients build stronger retirement plans.

J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Please visit our website for more information: jpmorgan.com/institutional

Source: J.P. Morgan Asset Management; as of December 31, 2024

Thought Leadership:

• 2025 Guide to Retirement

2025 Premier Sponsor

Founded in 1924, MFS is a global investment manager with capabilities spanning all major asset classes. The firm manages US$605.9 billion for clients across the globe (as of 12/31/24).

What sets MFS apart from other managers is that we have aligned our active investment approach and how we serve clients with a sole purpose: to create long-term value responsibly. Through that sense of responsibility and the strength of our investment platform, we strive to protect our investors’ assets and our clients’ reputations. Our powerful investment approach combines collective expertise, thoughtful risk management and long-term discipline to uncover investment opportunities that drive value for investors. We support this approach with our distinct culture of shared values and collaboration. That means bringing together teams of diverse thinkers to actively debate ideas, assess material risks and uncover what we believe are the best investment opportunities in the market.

As an active, global investment manager with investment and industry professionals located in eight financial centers across five continents, MFS is committed to being a valued partner for plan sponsors, institutional investors, intermediaries and consultants worldwide. Our retirement professionals understand the behaviors, investment trends and challenges affecting today’s global retirement industry. We help clients meet their financial goals by providing long term focused investment strategies, flexible investment vehicles and perspectives on the retirement and financial markets.

Thought Leadership:

• 2024 MFS DC Plan Sponsor Survey: Building Better Outcomes
  

2025 Premier Sponsor

As the retirement solutions provider of PGIM, PGIM DC Solutions’ goal is to deliver innovative defined contribution solutions founded on market-leading research and capabilities. Our highly-experienced team has a deep understanding of the challenges plan sponsors face and a long history of partnering with clients to build more outcome-focused retirement programs. The team’s expertise spans across plan design and participant engagement, investment best practices, portfolio construction, retirement income, and the regulatory and legislative environment. As of 12/31/2024, PGIM has $170 billion DC assets under management and PGIM DC Solutions AUM is $1.3 billion.

Thought Leadership:

• Enhancing Core Menus to Help Get 401(k)s in Better Shape For Retirement

2025 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 healthcare, secure retirement and competitive compensation programs for public employees. We also help employers and other plan sponsors develop efficient and secure administration systems and procedures. Additionally, we offer insurance brokerage services, award-winning employee communications through Segal Benz and investment solutions through Segal Marco Advisors, Inc.

Thought Leadership:

• Artificial Intelligence and Plan Governance Considerations

2025 Premier Sponsor

TIAA was founded in 1918 to help teachers retire with confidence. That mission grew to include those in healthcare and more, creating reliable income for their futures while they work to make a difference today.  Our commitment to be the change for our clients, associates and communities has never wavered and it’s what motivates us to deliver lifetime income for all with investments that build a better world.

Thought Leadership: 

• Building a Better Retirement

2025 Partner Sponsor

Alight is a leading cloud-based human capital technology and services provider for many of the world’s largest organizations. Through the administration of employee benefits, Alight powers confident health, wealth, leaves and wellbeing decisions for 35 million people and dependents. Our Alight Worklife® platform empowers employers to gain a deeper understanding of their workforce and engage them throughout life’s most important moments with personalized benefits management and data-driven insights, leading to increased employee wellbeing, engagement and productivity. Learn how Alight unlocks growth for organizations of all sizes at alight.com.

2025 Partner Sponsor

Apollo is a leading provider of alternative asset management and retirement solutions. We help build and finance stronger businesses through innovative capital solutions that can generate excess risk-adjusted returns and retirement income. We invest alongside our clients and take a disciplined, responsible approach to drive positive outcomes.

Apollo Asset Management invests across Credit, Equity and Real Assets ecosystems in a wide range of asset classes and geographies, with a significant focus on the private investment grade and fixed income markets.

Our retirement services business, Athene, provides a suite of retirement savings products to help clients achieve financial security.

2025 Partner Sponsor

Our purpose is to help more and more people experience financial well-being. As the largest DC investment-only provider,* we are solely focused on serving over 80,000 public and private DC plans, reaching more than 40 million participants with high-quality investment solutions designed to help people achieve their retirement goals. Today, we continue our history of innovation and thought leadership as we work to pioneer the next generation of retirement solutions, plan design analytics and participant communications.

Our commitment to our clients’ best interests is why BlackRock is trusted to manage more money than any other investment firm in the world, with $10 trillion in assets under management.**

* By AUM as reported in the 2023 PLANADVISOR DCIO Survey released in June 2023, with data as of 12/31/22.

** BlackRock, December 23, 2023

2025 Partner Sponsor

The Fiduciary Consulting Group, formed through the strategic combination of Hyas Group and Cook Street Consulting, which Morgan Stanley acquired in 2021 and 2022, respectively, as well as a Milliman’s Southern Employee Benefit practice in 2023. These firms were unified under a shared vision to provide exceptional investment advisory and fiduciary services to clients throughout the United States (including Puerto Rico) and Canada, scaling the experience and acumen of a host of professionals entirely dedicated to institutional consulting. The legacy service teams from the advisory practices remain in place, and today we can offer our current and prospective clients a robust array of bespoke services supported by our parent company, Morgan Stanley.

The Fiduciary Consulting Group is an integral part of Morgan Stanley’s Institutional Consulting Business, supported by extensive firm resources. We combine the personalized service of a consulting boutique with the investment acumen, global resources, and regulatory rigor of Morgan Stanley to provide institutional consulting and fiduciary solutions to meet a wide range of investment needs across the full spectrum of institutional clients.

We seek to provide an array of fiduciary best practices and well-executed services that fit our governmental retirement plan clients’ needs. These services include governance document support, fiduciary education, retirement program and investment consulting, optimizing investment option menu choices, fee benchmarking, participant education, and vendor management.

2025 Partner Sponsor

Hanson Bridgett LLP is a full service AmLaw 200 law firm with more than 200 attorneys across California. Creating a diverse workforce by fostering an atmosphere of belonging and intentional support has been a priority at Hanson Bridgett since its founding in 1958. We are dedicated to creating an environment that provides opportunities for people with varied backgrounds, both for attorneys and administrative professionals. As the first law firm recognized as a certified B Corp, we are committed to the communities where our employees live and work and consider it part of our professional obligation to serve justice by encouraging and supporting pro bono and social impact work.

Our Employee Benefits Group handles all types of employee benefit plan issues and advises some of the largest governmental defined contribution plans in the country. Leveraging this depth and diversity, we work closely with clients to develop creative and practical solutions to problems. As a value-add for our clients, we sponsor an annual governmental plan fiduciary education seminar with special emphasis on the issues facing governmental defined contribution plans.

2025 Partner Sponsor | PRRL Founding Partner

Invesco is a defined contribution partner dedicated to helping plan sponsors, financial professionals, and consultants make decisions around four key areas: Investment Strategy, Plan Design, Participant Engagement, and Plan Governance. As a DC investment partner managing $120 billion in DC assets, our capabilities span all asset classes, styles, and regions – all backed by the resources of Invesco Ltd., with $2 trillion in AUM and more than 8,500 employees worldwide.¹

¹Invesco data as of June 30, 2025. Total AUM figure includes all assets under advisement, distributed and overseen by Invesco Ltd.

2025 Partner Sponsor

Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 16 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 $290 billion in end-of-period account values as of September 30, 2023. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2022 World’s Most Ethical Companies®. Learn more at: www.LincolnFinancial.com Follow us on Facebook, Twitter, LinkedIn and Instagram.

2025 Partner Sponsor

At State Street Investment Management, we have been helping to deliver better outcomes to institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $5 trillion in assets managed* , clients in over 60 countries, and a global network of strategic partners, we use our scale to create a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.

*This figure is presented as of June 30, 2025 and includes ETF AUM of $1,689.83 billion USD of which approximately $116.05 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.