Higher Education Retirement Plan Survival Guide

Broadcast Date: Tuesday, May 30, 2017 from 3:00 pm to 5:00 pm (ET)
Mark Glatley
David Delgado CPA
W. Andrew Larson
Rebecca Vazquez-Skillings


About MCF Institutional

MCF Institutional is an independent institutional investment management firm. We objectively serve organizations as a fiduciary partner in a conflict-free relationship. Our approach is to reduce risk to your organization through contemporary thought leadership. Our focus is delivering Procedural Prudence to our clients through a fiduciary partnership.

Website: http://www.mcfinstitutional.com/

About JP Morgan Asset Management, Defined Contribution Investment Services

As a leading provider of comprehensive retirement solutions, J.P. Morgan Asset Management is dedicated to providing the support you and your plan sponsor clients need to build stronger DC plans. With $1.8 trillion in assets under management (AUM)1, more than 1000 investment professionals and over a century of investment experience, J.P. Morgan’s retirement solutions are supported by the full resources of a global financial leader.


Our mission is to be our clients’ premier partner in helping individuals achieve a successful retirement. We believe in consultative relationships that approach client challenges and goals with an integrated perspective and unique understanding of the interplay between investments, plan design, administration and communications. Our best thinking and insights from across the firm influence the development of new investment strategies and services that clarify the challenges your clients face.

For more information on our retirement strategies and solutions, contact your J.P. Morgan representative.

1J.P. Morgan Asset Management as of 12/31/16.

Website: https://www.jpmorganchase.com/

About Crowe Horwath LLP

Crowe Horwath LLP is a public accounting, consulting, and technology firm with offices around the world. Connecting deep industry and specialized knowledge with innovative technology, our dedicated professionals create value for our clients with integrity and objectivity. By listening to our clients, we learn about their businesses and the unique challenges they face. We forge each relationship with the intention of delivering exceptional client service while upholding our core values and strong professional standards. We invest in tomorrow because we know smart decisions build lasting value for our clients, people, and profession.

Website: https://www.crowehorwath.com/

About Columbia Threadneedle Investments

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $454 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives (as of 12/31/16). Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP)

Website: http://www.columbiathreadneedle.com/

About Otterbein University

Otterbein University is a small private university nationally-recognized for its intentional blending of liberal arts and professional studies through its renowned Integrative Studies curriculum and its commitments to experiential learning and community engagement. Otterbein is a recipient of the 2015 Carnegie Community Service Classification; a finalist for the 2014 President’s Award for Economic Opportunity Community Service; and has been honored With Distinction by the President’s Higher Education Community Service Honor Roll since the list’s inception in 2006. It stands in its category’s top 10 percent in U.S. News & World Report’s guide to “America’s Best Colleges.” Otterbein offers more than 70 undergraduate majors; seven master’s programs; and a doctorate in nursing practice (DNP). Its picturesque campus is perfectly situated in Westerville, Ohio, America’s fifth friendliest town (Forbes), just minutes from Columbus, the 15th largest city in the country. Otterbein’s commitment to opportunity started with its founding in 1847 as one of the nation’s first universities to welcome women and persons of color to its community of teachers and learners, which now numbers 2,400 undergraduate and 500 graduate students. Otterbein remains committed to its relationship with the United Methodist Church and its spirit of inclusion, and welcomes people of all backgrounds to Otterbein’s Model Community.

Website: http://www.otterbein.edu/