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As the labor shortage continues to take hold in the global economy, plan sponsors are relying more and more on retirement plans and employee benefits to attract new talent and retain staff. The growing threat of inflation and the economic effects of the health crisis has also elevated the importance of retirement plans.

The Defined Contributions Retirement Plans North America Report features first-hand accounts of how plan sponsors are creating better retirement packages for their members and the critical economic and financial market issues that are affecting investment decisions. Plan sponsors and benefits managers can glean valuable insights into how they can construct a well-rounded and engaging retirement plan that can meet the needs of their workforce.

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SECTION 1: INVESTMENTS

1.1 INTERVIEW: Global equities face mixed outlook from Delta variant, interest rates & economic growth

Interviewer:

David Grana, Head of North American Media, Clear Path Analysis

Interviewee:

• John Streun, Director of Global Public Equities, Employees’ Retirement System of Texas

1.2 WHITEPAPER: Challenging the static drawdown paradigm

• Rob Capone, Head of Defined Contribution, LGIM America

• Arin Richard Bratt, Senior Research Analyst, Multi-Asset, LGIM America

1.3 INTERVIEW: The emergence of cryptocurrency investments: Are plan sponsors and their members ready for them?

Interviewer:

• David Grana, Head of North American Media, Clear Path Analysis

Interviewee:

• Katherine Molnar, Chief Investment Officer, Fairfax County Police Officers’ Retirement System

1.4 INTERVIEW: How can investors preserve the value of their assets as the threat of inflation rears its ugly head?

Interviewer:

• David Grana, Head of North American Media, Clear Path Analysis

Interviewee:

Michael Ashton, Independent Investment Consultant

SECTION 2: MEMBER BENEFITS

2.1 INTERVIEW: The future of other post-employment benefits (OPEB)

Interviewer:

• David Grana, Head of North American Media, Clear Path Analysis

Interviewee:

• Eric Newman, Trustee, OPEB Benefit Board, City of Stamford

2.2 PLAN SPONSOR INSIGHTS: Increasing engagement: How plan sponsors are encouraging member participation

• Gay Lynn Bath, Director of Retirement Plans Management, Oregon Public Universities Retirement Plans

• Paul Visconti, Director of Retirement Plans and Investments, AVANGRID

2.3 INTERVIEW: Secure 2.0: The Securing a Strong Retirement Act and its potential impact on retirement savings

Interviewer:

• David Grana, Head of North American Media, Clear Path Analysis

Interviewee:

• Paul Richman, Chief Government and Political Affairs Officer, Insured Retirement Institute

David Grana

Head of North American Media, Clear Path Analysis

John Streun

Director of Global Public Equities, Employees’ Retirement System of Texas Peter SmithPeter Smith

Rob Capone

Head of Defined Contribution, LGIM America

Arin Richard Bratt

Senior Research Analyst, Multi-Asset, LGIM America

Katherine Molnar

Chief Investment Officer, Fairfax County Police Officers’ Retirement System

Michael Ashton

Independent Investment Consultant

Eric Newman

Trustee, OPEB Benefit Board, City of Stamford

Gay Lynn Bath

Director of Retirement Plans Management, Oregon Public Universities Retirement Plans

Paul Visconti

Director of Retirement Plans and Investments, AVANGRID

Paul Richman

Chief Government and Political Affairs Officer, Insured Retirement Institute

LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals. We offer a range of strategies to help our institutional clients (corporations, healthcare agencies, non-profit, education, public plans and Taft-Hartley) manage their investment objectives, which can range from market-based alpha-oriented strategies to those that are designed to be more liability-centric, derivative overlays, or indexed solutions. Encouraging a diverse and inclusive environment coupled with a solutions - focused culture allows us to increase our breadth of knowledge and the likelihood of improved client outcomes and stronger financial performance. We have teams of experienced, innovative professionals committed to helping plan sponsors meet their pension promises, managing investment exposures efficiently to seek enhanced returns while mitigating risks, and working to generate returns while making a positive societal difference. As of June 30, 2021, LGIM America had $257 billion in assets under management. For further information about LGIM America, find us at www.lgima.com