Overview
Institutional Investor is hosting the 35th Annual DC Institute Chicago Forum on March 25–26, 2025. McDermott partner Brian Tiemann will be speaking at this event, which will explore the evolving landscape of retirement planning. Attendees can expect frank conversations, grand predictions, peer-to-peer education, and lasting connections.
Brian will be speaking at the following sessions:
Washington 2025: The New Regulatory Regime That Awaits the Retirement Industry
A new administration and Congress, a new round of negotiations on a new tax and fiscal policy bill, and a new array of regulations from federal agencies are being implemented and planned as we speak. Will retirement remain one of the few shining beacons of bipartisan partnership? What kind of regulatory framework are plan sponsors and managers anticipating? What kind of surprises might be in store for the industry? What are the contours of SECURE 3.0, or is there something new entirely waiting in the wings? What kind of potential state-level programs are being considered now?
The Great Debate: Target-Date Funds vs. Managed Accounts vs. Something New vs. Something In Between
Diversification, customization, personalization, fee optimization – these are just some of the factors plan sponsors and their participants consider when debating the usage of TDFs vs managed accounts. Yet hybrid solutions have been implemented in the industry, and new solutions entirely are being crafted – how is this age-old debate evolving in 2025 and beyond? What will the plan landscape look like? And how should plan sponsors and providers be adapting to this evolution?
