Replay Webinar: Liability Driven Strategies for Retirement Income Solutions – May 17

Date: Wednesday, May 17, noon – 1 pm ET

This session will explore income solutions and how they fit into a holistic retirement income plan including Target Date strategies, the evolution of QDIA’s and a new, innovative Liability Investment Driven (LDI) strategy incorporated into QDIA/default strategies.

Replay

Presenter:

Timothy J. Pitney, TIAA, Managing Director, Institutional Investment and Endowment Distribution

Tim joined TIAA in 2013 and is a Managing Director in the Boston office. He brings over 20 years of experience in financial services and works with clients and their advisors on fiduciary best practices, fund selection and monitoring, investment policy development, and menu design.

In 2013 he was named to PLANADVISER’s Top 100 Retirement Plan Advisers and was nominated as one of five finalists for PLANSPONSOR’s Retirement Plan Advisor of the Year.

Prior to joining TIAA, Tim was Vice President, Investment Advisory at Sapers & Wallack, Inc. in Newton, MA and held a variety of roles over 12 years at Fidelity Investments in client service, product development, and sales including Senior Vice President, National Sales Manager for Fidelity Pension Advantage.

Tim has his B.S. in Mathematics from UMASS, Amherst, and an M.S. in Finance from Clark University. He holds FINRA Series 7, 63 and 24 registrations. He frequently presents at client and industry conferences and has contributed as a guest lecturer at local universities.

RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA®’s RMA designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

Special Thanks to: