AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $725 billion in assets under management as of December 2023. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients.
As an innovator in defined contribution (DC), we’ve been partnering with DC plan sponsors for over a decade to help them deliver lifetime income to their participants. By leveraging our visionary research, expertise and a willingness to pursue innovation, we’re fully invested in creating better retirement outcomes.
Education Partner Contact:
Kelly Murphy
Head of Defined Contribution Marketing
AllianceBernstein
kelly.murphy@alliancebernstein.com
For more than 125 years, Allianz Life Insurance Company of North America (Allianz) has been helping Americans prepare for their financial future. Now we’re putting that depth of retirement income experience to work in a solution tailored for defined contribution plans. Designed to work for real people and the reality of retirement today, Allianz Lifetime Income+® Annuity with the Lifetime Income Benefit marks a new way to design in-plan annuities with a flexible product design, streamlined connections with plan partners, and increasing income potential.
Education Partner Contact:
Josh Grass, CFA
Defined Contribution Distribution
Allianz
joshua.grass@allianzlife.com
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients’ goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what’s possible. With more than $580 billion in assets under advisement*, over 20 offices globally, and investment teams supported by more than 440 investment professionals, Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit www.allspringglobal.com.
*As of December 31, 2023. Figures include discretionary and non-discretionary assets.
Education Partner Contact:
Territory Map
800-368-1370
The retirement and wealth industry is a high-pressure environment. The constant changes in regulation, technology, and competition increase risk, cost, and complexity. These factors make it difficult to grow your business and maintain margins. Broadridge Retirement and Workplace’s next-gen technologies and services are built to help you scale your business, improve risk management, and accelerate topline growth. Today, Broadridge Retirement and Workplace administers over $600B in assets and serves over 30,000 retirement plan advisors and over 500 financial services providers of all sizes. Choose Broadridge to get access to business efficiencies and performance improvements critical to your business with the independence you’d expect from a trusted partner. With Broadridge Retirement and Workplace, you get performance without compromise.
Education Partner Contact:
Tyler Kirkland
Broadridge Retirement and Workplace
tyler.kirkland@broadridge.com
The Power of Partnership: We drive client success through an unwavering focus on investment excellence delivered on a robust global platform. This is backed by investments in cutting edge technology and product innovation. In this way, our clients receive a consistent, coordinated experience and are empowered with an extensive range of specialized capabilities, all delivered through one trusted global partner. We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. We nurture and protect the investment independence of these managers while providing them access to capital, technology, risk management, and sustainability resources. Alongside our investment offering, we equip our clients with the tools, services, and knowledge necessary to actively plan for a better future. And with a 75+ year tradition of closely held family ownership, we continuously focus on stability, innovation, and long-term value creation. Above all else, we always stay true to our commitment to create better financial futures together.
Education Partner Contact:
Workplace Retirement Sales Desk
Franklin Templeton
(800) 342-5236
workplacesolutions@franklintempleton.com
Isn’t it time to take the guesswork out of investing for retirement? We think so. That’s why several industry leaders—historically longtime competitors—came together to create a revolutionary solution: Income America 5ForLife, a retirement plan investment that provides guaranteed income for life. With Income America 5ForLife, a lifetime income guarantee of 5% per year, beginning at age 65, is built in—offering protection against market uncertainty during retirement.
Education Partner Contact:
Matthew Wolniewicz
Income America
matt@incomeamerica.com
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, educational institutions, public plans and Taft-Hartley multi-employer plans) manage their investment objectives, which can range from market-based alpha-oriented strategies, derivative overlays, equity solutions and those that are designed to be more liability-centric. 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 September 30, 2023, LGIM America had $199 billion in assets under management.
Education Partner Contact:
Robert (Rob) Capone
Head of Defined Contribution
LGIMA
312-585-0364
rob.capone@lgima.com
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.1 trillion in assets under management as of 30 Sept 2023 and operations in 27 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.
Education Partner Contact:
Rob Wood
Vice President, Nuveen Retirement Marketing
Nuveen
704-988-3105
robert.wood@nuveen.com
PGIM DC Solutions is the retirement solutions provider of PGIM.
We aim to deliver innovative defined contribution solutions founded on market leading research and investment capabilities. Our highly-experienced team partners with clients on solutions that seek to solve for current challenges facing DC participants. The team’s expertise spans across plan design and participant engagement, investment best practices, portfolio construction, retirement income, and the regulatory and legislative environment.
- Organizational Strength: PGIM, the investment management business of Prudential Financial, is a global leader in providing access to investing and retirement security. Through its highly specialized businesses, PGIM has deep asset class expertise with global scale across public and private markets. Prudential Financial has more than 90 years* of experience working with thousands of retirement plans and millions of plan participants.
- PGIM RetireWellTM: PGIM DC Solutions is building comprehensive solutions that seek to help the American worker save and spend in retirement. Our PGIM RetireWell™ solutions focus on two principal goals of an individual: financial security and well-being, and the ability to meet financial goals and enjoy financial freedom in retirement. To address these goals, we bring together PGIM’s retirement income pillars and investment capabilities, and Prudential’s financial wellness expertise.
Education Partner Contact:
Clint Barker, CIMA®
Senior Vice President
PGIM
clint.barker@pgim.com
Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth and investment company with approximately 9,000 employees who are focused on achieving Voya’s aspirational vision: Clearing your path to financial confidence and a more fulfilling life. Through products, solutions and technologies, Voya helps its 14.7 million individual, workplace and institutional clients become well planned, well invested and well protected. Benefitfocus, a Voya company, extends the reach of Voya’s workplace benefits and savings offerings by providing benefits administration capabilities to 16.5 million individual subscription employees across employer and health plan clients. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya 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. For more information, visit voya.com. Follow Voya Financial on Facebook, LinkedIn and Instagram.
Education Partner Contact:
Lou Colella
Workplace Architecture
VOYA
louis.colella@voya.com