NOTE: An accessible (captioned) version of these videos will be supplied as soon as they are available.
Introduction
Deputy Secretary of Labor Seth Harris
Securities and Exchange Commission Chairman Mary L. Schapiro
Panel One: Introduction to Target Date Funds
Karrie McMillan, Investment Company Institute
Rich Whitney, T. Rowe Price Group, Inc.
John Ameriks, Vanguard Group
Derek L. Young, Fidelity Management & Research Company
Jeffrey Knight, Putnam Investments
Panel Two: Target Date Fund Investor Considerations
Rod Bare, Morningstar, Inc.
David Certner, AARP
Joseph C. Nagengast, Target Date Analytics, LLC
Marilyn Capelli Dimitroff, Certified Financial Planner Board of Standards, Inc.
Panel Three: Exploration of Glide Paths and Underlying Investments
Edward Moslander, TIAA-CREF
Seth J. Masters, AllianceBernstein L.P.
Anne Lester, J.P. Morgan Asset Management
Michael Case Smith, Avatar Associates
Jeffrey S. Coons, Manning & Napier Advisors, Inc.
Panel Four: Plan Sponsor Considerations
Ian Kopelman, representing The Profit Sharing/401(k) Council of America
Mark Wayne, representing National Association of Independent Retirement Plan Advisors
Allison Klausner, representing American Benefits Council
Jessica R. Flores, Fiduciary Compliance Center
Panel Five: Utilization of Target Date Funds in Defined Contribution Plans
Jack VanDerhei, Employee Benefits Research Institute
Mark J. Warshawsky, Watson Wyatt Worldwide
Jodi DiCenzo, Behavioral Research Associates
Panel Six: Understanding, Selecting, and Monitoring Target Date Funds
Josh Cohen, Russell Investments
Richard O. Michaud, New Frontier Advisors, LLC
Chip Castille, Barclays Global Investors
Lori Lucas, Callan Associates Inc.
Panel Seven: Understanding, Selecting, and Monitoring Target Date Funds
James P. Lauder, Global Index Advisors, Inc.
Claiborne B. Morton III, Raymond James Financial Services
Richard C. Dunne, QDIA.com
Louis S. Harvey, DALBAR, Inc.
Panel Eight: Disclosures related to Target Date Funds
Anne Tuttle, Financial Engines
David A. Krasnow, Pension Advisors
Randal McGathey, RM Consulting
Edward P. Moore, Edelman Financial Services, LLC
Panel Nine: Target Date Funds and Other Investment Options
Michael Drew, Griffith Business School
Chris Tobe, Breidenbach Capital Consulting, LLC
Ross Bremen, NEPC, LLC
Mark Foley, Prudential Investment Management Services, LLC
Closing Remarks