Sponsor Information
Capital Group has deep roots in the defined contribution business. Our organization manages retirement assets for many Fortune 1000 companies and government entities, with some relationships extending back more than three decades. We believe in the value of enduring relationships with our clients and are committed to the defined contribution market for the long run.
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Capital Group –
Contact: Toni Brown, CFA | Toni.Brown@capgroup.com | P. 415.393.7409
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $9.5 trillion, including discretionary assets of $3.7 trillion as of November 30, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 institutions with investment and technology solutions to invest their own clients’ money.
Fidelity –
Contact: Casey Condron | FIAMInstitutional@fmr.com | P. 800.343.8736
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services. We are a leader in the defined contribution business bringing nearly 40 years of experience in the DC industry to assist plan sponsors and participants.
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T. Rowe Price –
Contact: Michael Davis | michael.davis@troweprice.com | P. (214) 679-7050
TIAA is a Fortune 100 financial services organization dedicated to helping our clients pursue financial well-being. We were founded more than a century ago as the vision of one of history’s great philanthropists, Andrew Carnegie, to make a difference in the lives of teachers. Since then, we have helped millions at academic, medical, research and cultural organizations — the people whose work makes the world a better place — retire with financial security.
TIAA –
Contact: Tim Walsh | TGWalsh@tiaa.org | P. 781-314-2436
Vanguard is one of the world’s largest investment management companies, with $6.4 trillion in assets under management globally*. Vanguard’s unique corporate ownership structure ensures a consistent focus on our clients.
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Vanguard –
Contact: Dan McBride | daniel_mcbride@vanguard.com | P. 610-669-8321
Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
Thought Leadership: Are Managed Accounts More Efficient Than Target Date Funds?
Aon –
Contact: Bryan Ward | bryan.ward@aon.com | P. 847.442.3646