Past Sponsors

Thank You to Our Sponsors…


American Century Investments® is a leading privately-held investment management firm with more than $135 billion in assets under management and has been committed to delivering superior investment performance and building long-term client relationships since 1958. The company’s 1,300 employees serve clients from offices in New York; London; Hong Kong; Mountain View, California; and Kansas City, Missouri.  Serving financial intermediaries, investment professionals, institutions, corporations and individual investors, American Century Investments offers a variety of actively managed investment disciplines. Through American Century Investments’ ownership structure, more than 40 percent of the firm’s profits support research to help find cures for genetically-based diseases including cancer, diabetes and dementia.


Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 24 offices in 19 countries, we provide global investment and research capabilities with consultative local delivery. We have $401 billion in AUM for individuals, families and institutions worldwide and employ over 500 investment professionals.*

At Allianz Global Investors, we follow a two-word philosophy: Understand. Act. It describes how we look at the world and how we behave. We aim to stand out as the investment partner our clients trust by listening closely to understand their challenges, then acting decisively to provide them with solutions that meet their needs.


BMO Retirement Services is an integral part of BMO Global Asset Management and a premiere, award-winning provider of retirement services. We have been recognized as a national provider of both defined contribution recordkeeping and defined contribution investment-only services by the National Association of Plan Advisors.BMO Global Asset Management provides holistic, solution-driven services to our institutional and high-net-worth clients. With a 40-year legacy of fiduciary service – and goal of promoting retirement readiness to our more than 500,000 participants in over 1,000 retirement plans – our clients include retirement plans, Taft-Hartley funds, government and public funds, not-for-profit organizations and family offices.


At BNY Mellon Retirement we step beyond the bounds of traditional thinking to share brave new ideas for America’s daunting retirement challenge.

Informed and inspired by the diverse perspectives of our autonomous investment boutiques, we seek to deliver the DC solutions and thinking plan participants need to help achieve their targeted outcomes.

We understand that retirement is a series of ever-changing milestones. So why don’t you put the power of the world’s 7th largest global asset manager* to work for you — Liberate your thinking and help transform the way America retires.


For more than 75 years, CUNA Mutual Group  has worked tirelessly to deliver product and service solutions that meet the unique challenges and needs of credit unions and their members. Our vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation.

Schwab is a leading provider of unbundled trust, custody and clearing services for independent retirement plan providers, including recordkeepers and retirement advisors. We offer directed trust and custody services from Charles Schwab Bank® and brokerage products and services from Charles Schwab & Co., Inc., our registered broker-dealer — and deliver integrated, flexible solutions with open architecture and transparent pricing and reporting for employee benefit plans of all sizes. Schwab has championed innovative ways for advisors to deliver exceptional customer service to their clients through innovative trading and sophisticated technology platforms. For more information, contact Schwab at 877-456-0777.


Fidelity Investments is among the most diversified financial services companies in the world, offering a full range of product solutions for individual investors, employers, institutions and intermediaries. Our fundamental mission is to help customers and clients achieve their financial objectives. Fidelity has $3.9 trillion in assets under administration, including managed assets of $1.7 trillion, as of December 31, 2012.



At Invesco, all of our people and resources are dedicated to helping investors achieve their financial objectives. It’s a philosophy of investment excellence we call Intentional Investing®, and it guides the way we manage investments, provide choices and connect with clients.

The focus of the Invesco defined contribution investments only (DCIO) team is simple. We connect with top DC-focused advisors, consultants, RIAs and platform partners to help grow their business — The Business of Retirement.

John Hancock

John Hancock’s core retail products in the U.S. focus on providing financial solutions at every stage of our clients’ lives. Our product suite includes life insurance, mutual funds, 401(k) plans, long-term care (LTC) insurance, and annuities. We distribute our products primarily through licensed financial advisors, and through John Hancock Financial Network, a national network of independent firms.

Legg Mason

Legg Mason is a diversified group of global asset management firms (“affiliates”) who are recognized for their proven investment expertise and long-term performance. The principal investment affiliates of Legg Mason are among the industry leaders in their respective areas of specialization, with unique investment approaches that have been developed over decades. The distinctive Legg Mason “multi-affiliate” business model provides clients with a broad spectrum of Equity, Fixed Income, Liquidity and Alternatives solutions, from mutual funds to college savings plans to variable annuities to separately managed accounts.

Legg Mason affiliates operate with investment autonomy, with each affiliate pursuing its own unique investment philosophy and process and maintaining its own investment culture, in order to create sustainable value for its clients. Legg Mason provides global distribution and invests in growth through core strategic services including capital allocation for product development, investing in our existing affiliates and making new acquisitions.


As the nation’s largest independent broker-dealer, a top RIA custodian, and a leading independent consultant to retirement plans, LPL Financial is an enabling partner to more than 13,300 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

 NW Financial_2 PMS 
Nationwide Financial® offers the products and services to help you grow your business, like Nationwide Retirement Flexible Advantage® — a program built for advisors, by advisors:

• Open architecture — over 1,000 unique institutional investment options 
• Target maturity funds from multiple fund families
• Investment Solutions BuilderSM, an online tool to put investment strategies into action

Nationwide is a Fortune 100 company with more than 80 years of experience. As a mutually owned company, we exist to serve our customers. We focus our financial strength with a commitment to helping to protect what’s most important to people.


OppenheimerFunds, Inc. has been helping investors achieve their financial goals since 1960. We are one of the nation’s largest and most respected asset management companies.

At OppenheimerFunds, we believe that in order for you to reach your financial goals, your investments must perform. That is why investment excellence—over the long term and across the range of our products—is our highest priority.

OppenheimerFunds and its controlled affiliates offer a broad range of products and services to individuals, corporations and institutions, including mutual funds, separately managed accounts, investment management for institutions, qualified retirement plans and subadvisory investment-management services.


Transamerica Retirement Solutions is a leading provider of customized retirement plan solutions for small to large organizations. Transamerica partners with financial advisors, third party administrators, and consultants to cover the entire spectrum of defined benefit and defined contribution plans.