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People and Jobs Matter in Improving Retirement Plan Design

12/3/14 2:00 pm to 12/3/14 3:00 pm EST
Online
Contact: Events

Your firm and your plan participants may benefit from considering your industry, location and participant wealth factors — like job type, regional home values and other aspects of total wealth — when developing your retirement plan programs.

Join subject-matter experts from the Morningstar Investment Management group as they share their new research and provide practical ways to help improve retirement plan design. The study suggests plan sponsors interested in building custom target-date solutions should consider industry-specific human capital, region-specific housing and other types of risks unique to their participants. You will hear how you can apply their research to your plan.

Register now to join the discussion and learn:

  • How industry-specific human capital can help you make asset allocation decisions.
  • Why target-date models should be customized by region.
  • How customization could help generate better long-term results for plan participants.

Speakers:

     David Blanchett - Head of Retirement Research, Morningstar Investment Management

David Blanchett is head of retirement research for Morningstar Investment Management, a unit of Morningstar Inc. In this role, he works to enhance the group’s consulting services and conducts research primarily in the areas of financial planning, tax planning, annuities and retirement planning.

Blanchett's research has been published in a variety of academic and industry journals and featured in publications such as InvestmentNews, Kiplinger’s Personal Finance, MarketWatch, MoneyPLANSPONSOR, and The Wall Street Journal. His research on distribution portfolios won the Journal of Financial Planning’s 2007 Call for Papers, and his research on retirement withdrawal strategies won the Retirement Income Industry Association 2012 Thought Leadership Award. In 2014, Money named Blanchett one of the five brightest minds in retirement for his research on retiree spending patterns. He is a RetireMentor for MarketWatch and an expert panelist for The Wall Street Journal.

Prior to joining Morningstar in 2011, Blanchett was director of consulting and investment research for the retirement plan consulting group at Unified Trust Company in Lexington, Kentucky.

Blanchett holds a bachelor’s degree in finance and economics from the University of Kentucky, a master’s degree in financial services from The American College and a master’s degree in business administration from the University of Chicago Booth School of Business. He is pursuing a doctorate in personal financial planning from Texas Tech University. Blanchett holds the Chartered Financial Analyst, Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and Accredited Investment Fiduciary Analyst designations.

     Jeremy Stempien - Director of Investments, Morningstar Investment Management

Jeremy Stempien is director of investments for Morningstar Investment Management, which provides comprehensive retirement, investment advisory, portfolio management and index services for financial institutions, plan sponsors and advisers around the world.

Stempien is responsible for developing asset allocation programs for plan providers, plan sponsors, mutual funds and insurance and money management companies. He also heads custom target-date services, working with clients to create custom glide paths, select appropriate asset classes, construct model portfolios, perform manager/fund selection and quantitative and qualitative due diligence, and recommend solutions or changes to client products, services and deliverables.

Prior to joining Morningstar in 2005, Stempien spent more than five years at Hewitt Associates as a defined contribution project manager. He managed client relationships with 401(k) plan sponsors and oversaw more than $2.5 billion in 401(k) plan assets.

Stempien holds a bachelor’s degree in finance from St. Louis University and a master’s degree in business administration, with a concentration in finance and investments, from the University of Notre Dame.

     Nathan Voris - Large Market Practice Leader, Morningstar Investment Management

Nathan Voris is large market practice leader for Morningstar Investment Management’s retirement solutions team. Morningstar Investment Management provides comprehensive retirement, investment advisory, portfolio management and index services for financial institutions, plan sponsors and advisers around the world. Voris works with a team of investment, client service and sales professionals to develop business and client strategy in the defined contribution plan sponsor marketplace.

Previously, Voris was a consultant with R.V. Kuhns & Associates, where he worked with defined contribution plan sponsors to improve asset allocation and solve other needs of plan participants. Before that, he was an investment consultant for Morningstar Investment Management. In that role, Voris was responsible for all aspects of portfolio construction, including asset allocation and manager selection/due diligence for plan sponsors, retirement plan providers and asset managers. He began his career working for defined contribution plans, including Wal-Mart and the Ohio Public Employees’ Retirement System.

Voris holds a bachelor’s degree in education from the Ohio State University.

 

Sponsored by:

 

The Morningstar Investment Management group, a unit of Morningstar Inc., includes Morningstar Associates, Ibbotson Associates Inc. and Morningstar Investment Services Inc., which are all registered investment advisors and wholly owned subsidiaries of Morningstar Inc. All investment advisory services described herein are provided by one or more of the U.S. registered investment advisor subsidiaries. The Morningstar name and logo are registered marks of Morningstar Inc.