Our Sponsors

2024 Visionary Sponsor

Ariel Investments is a global asset management firm founded in 1983. We are headquartered in Chicago, with offices in New York City, San Francisco and Sydney. We serve individual and institutional investors through separate accounts, mutual funds and a private equity subsidiary. In essence, we exist to transform the lives of everyone who entrusts us with their financial futures.

Thought Leadership:

• Coming soon!

2024 Visionary Sponsor

Corebridge Financial is a public company that’s passionate about giving people the power to help reach their financial goals. We are one of the largest providers of retirement solutions and insurance products in the United States. We offer industry-leading tools, engaging experiences and expertise to fuel your success.

We deliver an expansive portfolio of products to serve your unique needs. And we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.

At Corebridge, we believe no one achieves a financially secure future by accident—great things happen when people take action. For more information, visit corebridgefinancial.com.

Thought Leadership:

• Engaging Employees Through Education and Outreach – A guide for government retirement plans
• Funding Longer Lives

2024 Visionary Sponsor

At Empower, our vision is to transform financial lives through advice, people and technology. As one of the largest providers of government retirement plans, we’re committed to serving those who keep our communities across the nation moving forward. We help drive outcomes by partnering with the public sector including states, counties, cities, public safety, public utilities, transportation, water authorities, schools, hospitals and more. We are helping nearly 5K government plans with more than 4 million public employees achieve the future they imagine.

We help motivate government workers to achieve incremental wins by providing them with a full financial picture through the Empower Personal DashboardTM, fiduciary advice for all to help people make more informed decisions and a personalized plan and messaging to drive clear next steps.

With a mission to empower financial freedom for all, Empower proudly serves over 82,000 organizations and more than 18 million individuals with 1.5 trillion in assets under administration. We’re continuing to grow — and innovate — every day.

Thought Leadership:

• Empowering America’s Financial Journey™ Government Sector 
• Can money buy happiness?

2024 Visionary Sponsor

At MissionSquare Retirement, we are your partners in public sector retirement planning. We were created for the public sector by the public sector more than 50 years ago and our mission is simple: we’re here to help public employees build retirement security.

As a leading retirement plan administrator dedicated primarily to the public sector, we believe in a holistic approach and lifelong support. Our financial wellness program includes personalized digital hubs, access to Certified Financial Planner™ professionals, and services for achieving long-term financial goals. We’re proud to have helped millions of public service workers retire well.

Beyond finances, we engage with our communities through initiatives like the MissionSquare Memorial Scholarship Fund, honoring those who serve, and the MissionSquare Foundation, established in 2022, to give back to our communities and champion the next generation of public sector leaders. We also provide unparalleled workforce research from the MissionSquare Research Institute. Our advocacy efforts focus on positive policy impacts, reinforcing our mission of helping public employees save for their desired retirement.

Visit www.missionsq.org or follow us on Facebook, LinkedIn, and X to stay informed and learn more about our latest offerings and insights.

Thought Leadership:

• 35 and Under in the Public Sector: Comparisons by Gender
• Student Debt in State and Local Government: Impacts on Select Occupations

2024 Visionary Sponsor | PRRL Founding Partner

Nationwide is a US-based Fortune 100 company based in Columbus, Ohio that provides a full range of insurance and financial services. Nationwide is a mutual insurance company, not beholden to shareholders or Wall Street but rather our members, which allows us to make long-term and strategic decisions in the best interest of our members. As such, Nationwide administers over 30,000 retirement plans, protecting nearly $200 billion in participant assets, and helping secure financial futures for over 2.7 million participants. Being the #1 provider of 457 plans¹ and with close to 50 years in the Retirement Solutions business, we have always focused on what matters most – the outcomes of our participants. This focus shows up in the award-winning² service we provide to 2.7M participants, 1:1 tailored guidance, regardless of age or account balance and array of digital tools and solutions to help each participant take their unique next best action to prepare for and live-in retirement.

¹PLANSPONSOR’s 2022 Recordkeeping Survey 
²DALBAR Plan Participant Service Award (2014-2023) 

Thought Leadership:

• Pension-like income is key to building retirement confidence. 
• Committed to cybersecurity and fraud prevention

2024 Visionary Sponsor

For over 80 years, our strategic investing approach has helped millions of people around the world invest in the things that matter most: From building the retirement of your dreams, to securing a bright future for the next generation. No matter what your goal, we can help.

Discover what sets us apart, and imagine what we can help you accomplish.

Thought Leadership:

• Coming soon!

2024 Visionary Sponsor

Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth and investment company offering products, solutions and technologies that help its 14.7 million individual, workplace and institutional clients become well planned, well invested and well protected. Voya also 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.

As the nation’s #1 provider of governmental deferred compensation plans (based on 2023 PLANSPONSOR Recordkeeping Survey), we work with plan sponsors in cities, counties, states and special districts of all sizes to provide tailored retirement plan solutions as flexible as your employees are diverse. We have a unique combination of scale, size and market position that allows us to deliver plan administration in a cost-effective manner and engage employees to drive positive retirement outcomes.

Thought Leadership:

• Reducing the Savings Gap
• Bringing greater financial equity to the workplace to support everyone’s opportunity for a better financial future

2024 Premier Sponsor

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $11.3 trillion, including discretionary assets of $4.2 trillion as of March 31, 2022, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs more than 57,000 associates who are focused on the long-term success of our customers.

For more information about Retirement Plan Services for Not-for-Profit Organizations please visit: https://www.fidelityworkplace.com/s/403b. For  institutional investors please visit: i.fidelity.com.

Thought Leadership:

• Beyond the RFP: Questions to ask

2024 Premier Sponsor

The Hyas Group is a specialized consulting firm and has been serving institutional consulting clients, including defined contribution retirement plans, defined benefit retirement plans and health care savings trusts since its inception in 2008.  Our mission is to design retirement plans with structures that promote optimal participation rates and retirement savings results.  The firm takes pride in negotiating for lower-cost participant plans that do not compromise on service. The Hyas Group maintains a specific focus on the public sector.  As of December 31, 2022 the Hyas Group served as advisor to more than $40 billion in client assets, with ninety percent of those assets associated with state, city, county, and other governmental municipalities and special district retirement plans.  The firm benefits from having professionals who have served the governmental Section 401(a), 457(b), and 401(k) plan industry for over 20 years. Reviewing retirement plans, evaluating features within the program, developing and monitoring investment menus, assisting fiduciaries, establishing policy, and measuring participant outcomes are all core services of the Hyas Group consulting team.

www.hyasgroup.com
Hyas Group is a separate business unit within Morgan Stanley Institutional Investment Advisors LLC.
© 2023 Morgan Stanley

Thought Leadership: 

• Coming soon!

2024 Premier Sponsor

J.P. Morgan Asset Management (“JPMAM”) is a leading asset manager for individuals, advisors and institutions with over $2.4 trillion under management (as of December 31, 2022). Our investment professionals around the world and across the asset class spectrum share one common goal: to help build stronger portfolios that solve the needs of our clients.

As an award-winning retirement solutions provider, we are committed to getting more plan participants across the retirement finish line. Our understanding of participants’ risks and behaviors is unparalleled, allowing us to empower better decisions with industry-leading tools, solutions and insights. Two decades of research and the savings and spending behavioral data of millions of participants fuel our investment decisions and the retirement plan solutions we offer our clients. At J.P. Morgan Asset Management, we are helping real people throughout their entire retirement journey. The breadth and depth of our capabilities make us a truly experienced partner as we help clients build stronger retirement plans.

J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Please visit our website for more information: jpmorgan.com/institutional

Source: J.P. Morgan Asset Management; as of December 31, 2022

Thought Leadership:

• Spending spikes by public employees worsen their financial wellness — employers can help

2024 Premier Sponsor

Segal is a leading, independent firm of benefits, compensation and human resources consultants. Headquartered in New York, Segal has more than 1,000 employees throughout the U.S. and Canada. Clients include federal agencies, state and local governments, corporations, non-profit organizations, professional service firms and joint boards of trustees administering pension and health and welfare plans under the Taft-Hartley Act.

For more than 80 years, Segal consultants have developed cutting-edge total reward approaches that provide quality healthcare, secure retirement and competitive compensation programs for public employees. We also help employers and other plan sponsors develop efficient and secure administration systems and procedures. Additionally, we offer insurance brokerage services, award-winning employee communications through Segal Benz and investment solutions through Segal Marco Advisors, Inc.

Thought Leadership:

• State-Facilitated Retirement Savings Programs and Defined Contribution Plans

2024 Partner Sponsor

Alight is a leading cloud-based human capital technology and services provider for many of the world’s largest organizations. Through the administration of employee benefits, Alight powers confident health, wealth, leaves and wellbeing decisions for 35 million people and dependents. Our Alight Worklife® platform empowers employers to gain a deeper understanding of their workforce and engage them throughout life’s most important moments with personalized benefits management and data-driven insights, leading to increased employee wellbeing, engagement and productivity. Learn how Alight unlocks growth for organizations of all sizes at alight.com.

2024 Partner Sponsor

Our purpose is to help more and more people experience financial well-being. As the largest DC investment-only provider,* we are solely focused on serving over 80,000 public and private DC plans, reaching more than 40 million participants with high-quality investment solutions designed to help people achieve their retirement goals. Today, we continue our history of innovation and thought leadership as we work to pioneer the next generation of retirement solutions, plan design analytics and participant communications.

Our commitment to our clients’ best interests is why BlackRock is trusted to manage more money than any other investment firm in the world, with $10 trillion in assets under management.**

* By AUM as reported in the 2023 PLANADVISOR DCIO Survey released in June 2023, with data as of 12/31/22.

** BlackRock, December 23, 2023

2024 Partner Sponsor

Hanson Bridgett LLP is a full service AmLaw 200 law firm with more than 200 attorneys across California. Creating a diverse workforce by fostering an atmosphere of belonging and intentional support has been a priority at Hanson Bridgett since its founding in 1958. We are dedicated to creating an environment that provides opportunities for people with varied backgrounds, both for attorneys and administrative professionals. As the first law firm recognized as a certified B Corp, we are committed to the communities where our employees live and work and consider it part of our professional obligation to serve justice by encouraging and supporting pro bono and social impact work.

Our Employee Benefits Group handles all types of employee benefit plan issues and advises some of the largest governmental defined contribution plans in the country. Leveraging this depth and diversity, we work closely with clients to develop creative and practical solutions to problems. As a value-add for our clients, we sponsor an annual governmental plan fiduciary education seminar with special emphasis on the issues facing governmental defined contribution plans.

2024 Partner Sponsor | PRRL Founding Partner

Invesco is a defined contribution partner that delivers investment expertise, innovative thinking, resources, and tools that you need to act with conviction. Invesco helps plan sponsors, financial professionals and consultants make decisions interdependently around four key areas – Investment Menu Design, Plan Design, Participant Engagement, and Plan Governance. As a DC investment partner managing $132 billion in DC assets, our capabilities span virtually all asset classes, styles and regions and backed by the resources of Invesco Ltd., with $1.4 trillion¹ in AUM and more than 8,400 employees worldwide.

Invesco data as of December 31, 2022. Total AUM figure includes all assets under advisement, distributed and overseen by Invesco Ltd.

2024 Partner Sponsor

Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $290 billion in end-of-period account values as of September 30, 2023. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2022 World’s Most Ethical Companies®. Learn more at: www.LincolnFinancial.com Follow us on Facebook, Twitter, LinkedIn and Instagram.

2024 Partner Sponsor

As the retirement solutions provider of PGIM, PGIM DC Solutions’ goal is to deliver innovative defined contribution solutions founded on market-leading research and capabilities. Our highly-experienced team has a deep understanding of the challenges plan sponsors face and a long history of partnering with clients to build more outcome-focused retirement programs. The team’s expertise spans across plan design and participant engagement, investment best practices, portfolio construction, retirement income, and the regulatory and legislative environment. As of 12/31/2023, PGIM has $169 billion DC assets under management.

2024 Partner Sponsor

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $3.48 trillion† under our care.

*Pensions & Investments Research Center, as of 12/31/21.
†This figure is presented as of December 31, 2022 and includes approximately $58.60 billion USD of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.

2024 Partner Sponsor

TIAA was founded in 1918 to help teachers retire with confidence. That mission grew to include those in healthcare and more, creating reliable income for their futures while they work to make a difference today.  Our commitment to be the change for our clients, associates and communities has never wavered and it’s what motivates us to deliver lifetime income for all with investments that build a better world.