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Internal Channel Sales Team Lead July Business Services
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Mergers & Acquisition Specialist Compass
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Compass
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Relationship Manager – Defined Contributions Daybright Financial
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Senior Client Service Specialist EPIC RPS
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Independent Retirement
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Daybright Financial
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Automotive Industries Trust Funds
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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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The Pension Source
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Nova 401(k) Associates
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Independent Retirement
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Pentegra
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PIMCO DC Consulting SurveyCAPTRUST Financial Advisors |
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Sept. 10, 2024 On-Demand Podcast |
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For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CAPTRUST. The respondents this year represent 15,000 U.S. retirement plans and almost $9 trillion in assets. In this episode of Revamping Retirement, your hosts Matt Patrick and Peter Ruffel welcome PIMCO’s Vidur Mehra and Joseph Szalay to find out what’s trending, what’s challenging, and what’s new in the world of defined contributions, from plan design to evaluating retirement income solutions. |