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Logo: 2024 Chief Investment Officer_ AM&S_Finalist_ Liability-Driven Investing (LDI) - Large RPAY and the expectation for the

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Description

and the expectation for the frequency of portfolio transitions for 2023

The 2024 PLANSPONSOR DC Standout Silver: Plan Assets <$5MM

The 2022 Asset Owner IIA Finalists hi-res logo for Public Defined Benefit Assets $12B to $20B

The 2024 PLANSPONSOR Defined Benefit Administration Survey was fielded from April through June via the Qualtrics survey platform

The PLANSPONSOR Participant Survey examines the attitudes and behaviors of American workers participating—or not—in an employer-sponsored retirement plan

Logo: 2024 Chief Investment Officer_ AM&S_Finalist_ Liability-Driven Investing (LDI) - Large RPAY and the expectation for theThe 2024 Asset Management & Servicing IIA Finalist hi res logo for Liability Driven Investing (LDI) Large. All sales are final.

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