Open Architecture For Target-Date Funds – Why It Matters – John Hancock – 5.31.17

Summary:

Now On Demand.

The adoption of target-date funds over the past decade has produced a range of benefits for DC plan participants, sponsors, and advisors. Today, plan-level best practices call for an open architecture, or multimanager, lineup of investment offerings, but that line of thinking rarely extends to target-date portfolio construction. If open architecture is important, then perhaps more target-date funds should be open, incorporating a variety of specialized teams based on their merits rather than their firm affiliations. With fiduciary standards and legal proceedings on the rise, isn’t it time that retirement’s most important investment option caught up with the best practices of plan design?

Join us for an in-depth discussion that will cover:

• Why you shouldn’t ignore the risk of using affiliated target-date funds for your DC plans
• Extending industry best practices for plan design to target-date funds
• The benefits of John Hancock's multimanager target-date funds
• Flexibility in glide path – to versus through – to suit your DC plan
• Choice of active or passive implementation

Can’t join the webinar? Download our white paper on embracing open architecture in retirement’s most important investment option.

Speakers:

Gene Huxhold is the senior managing director for Investment Only Retirement Plans at John Hancock Investments. Gene brings more than 25 years of experience to his role. Prior to joining John Hancock, Gene worked at CNA Financial, Kemper Investments (Predecessor to DWS) and Allstate Financial Services. He has held a variety of positions including Retirement Plan Wholesaler and National Sales Manager for both mutual fund and retirement plan wholesalers. Just prior to joining John Hancock, Gene was a senior vice president at Allstate, managing a large retail organization. He is a Certified Financial Planner and an Accredited Investment Fiduciary. He has been recognized for his expertise by organizations such as NAPA and the Plan Sponsor Council of America. Gene is a Founding member of the Retirement Advisor Council. He has also testified before the House Ways & Means Sub-Committee on matters concerning non-profit retirement plans.

Marcelle Daher is a senior managing director, senior portfolio manager and co-head of Portfolio Solutions Group (PSG) North America at John Hancock Asset Management. PSG is responsible for the development and growth of John Hancock’s asset allocation solutions for individual and institutional investors in the US, Canada, and Asia. Solutions include individual strategies, alternative and international asset allocation portfolios, and highly customized corporate pension plans. Marcelle has responsibility for the day-to-day monitoring and portfolio management of John Hancock’s portfolios, as well as a wide array of PSG’s other asset allocation portfolios. During her time with the firm, Marcelle has served in many senior asset allocation, pension and specialty roles spanning Canada, Asia and the US. She has also played a leading role in several key strategic initiatives geared towards growing the depth and breadth of John Hancock’s capabilities as a premier provider of investment and retirement solutions and helping to define and address the growing challenges facing future retirees worldwide.