2017 Sponsor and Exhibitor Profiles
Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future. With more than 35 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 47,000 retirement plans, over 3.9 million 529 college savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.5 million IRAs and health savings accounts and is home to one of the largest ERISA consulting teams in the country. For more information about Ascensus, visit www.ascensus.com.
BlackRock's Defined Contribution Group is uniquely positioned to help you guide your employees into retirement. As the world's most trusted asset manager and the largest DC investment-only provider, we have the objective insight, robust investment capabilities and global perspective to help you meet the challenges of the evolving retirement landscape. Our goal is simple: to work with you in creating the best possible outcomes for participants.
DST is a leading provider of specialized technology, strategic advisory, and business operations outsourcing to the financial and healthcare industries. We help clients master complexity in the world's most demanding industries to ensure they stay ahead of and capitalize on ever-changing customer, business and regulatory requirements. DST is redefining the customer experience to deliver personalized, nimble and platform-agnostic solutions across the full spectrum of the retirement lifecycle, allowing you to gain actionable insights, differentiate yourself from your competition, and provide operational and service excellence. DST enables a more dynamic participant journey and positive plan sponsor experience across critical areas such as Retirement Account Servicing, Plan Health Intelligence, Personalized User Experience, Rollover and Income Portability, and Advisor Solutions. Combining unmatched industry knowledge, critical infrastructure and service excellence, our solutions help retirement companies better manage the shifting market, evolving regulations and changing demographics. Learn more at: www.dstsystems.com/retirement.
Headquartered in Pittsburgh, Pennsylvania, and founded in 2002, Inspira's mission is to give retirement providers and their clients a world-class IRA recordkeeping system devoid of the inefficiencies that typically plague large financial institutions. A two-time member of the Inc. Magazine 500/5000 list of America's fastest growing private companies, Inspira provides financial institutions with low-cost IRA recordkeeping services that increase the revenue they generate from Automatic IRA Rollovers, Payroll Deduction IRA Programs and Outsourced IRA Recordkeeping solutions.
Built on Abraham Lincoln's ideals of courage, strength and optimism, Lincoln Financial Group's Retirement Plan Services has been a proven provider of retirement solutions for over 60 years, managing thousands of retirement plans that enroll millions of participants in organizations of all sizes in the small-business, corporate, healthcare, education, nonprofit and state and local government sectors. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $229 billion as of December 31, 2016.
MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates ("MetLife"), is one of the largest life insurance companies in the world. Founded in 1868, MetLife is a global provider of life insurance, annuities, employee benefits and asset management. Serving approximately 100 million customers, MetLife has operations in nearly 50 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. In Retirement & Income Solutions, MetLife's institutional retirement business, our customers are the corporate, nonprofit and public entities that sponsor defined benefit, defined contribution and other welfare benefit programs.
At State Street Global Advisors, our mission is clear: we believe investing responsibly enables economic prosperity and social progress. At SSGA, we've always focused on Responsible Innovation that benefits investors and the world. We actively engage with companies on a range of important governance and sustainability issues to ensure our portfolios are appropriately focused on long-term value creation. With offices in nearly every corner of the world, our scale and global reach offer clients unrivaled access to markets, geographies and asset classes. We partner with the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process.
2017 Exhibitors & Other Sponsors
Convergent is a retirement technology firm that delivers innovative solutions and world class expertise. Our knowledge of the retirement business, understanding of industry products and deep technology expertise separates us from the crowd. Our industry expertise ranges from the micro to the very large plan market and our solution engineers have decades of end to end retirement processing knowledge ranging from system upgrades or conversions to developing custom record keeping solutions. Superior technology, measurable results and smart solutions are what enables us to deliver a degree of difference and Be Convergent.
With over 40 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From operating facilities, data centers and offices in 16 countries, DTCC, through its subsidiaries, automates, centralizes and standardizes the post-trade processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers worldwide. Industry owned and governed, the firm simplifies the complexities of clearing, settlement, asset servicing, data management and information services across asset classes, bringing increased security and soundness to the financial markets. In 2015, DTCC's subsidiaries processed securities transactions valued at more than US$1.5 quadrillion. Its depository provides custody and asset servicing for securities issues from over 130 countries and territories valued at US$45.4 trillion. DTCC's global trade repository maintains approximately 40 million open OTC positions and processes roughly 280 million messages a week.
||Enterprise Iron Financial Industry Solutions, Inc.
100 Matawan Road, Suite 330
Matawan, NJ 07747
Enterprise Iron began doing business in 2002, and has been providing specialized operational and technology consulting services since then. For over a decade, Enterprise Iron has contributed highly skilled consultants and consistently delivered on numerous major financial services initiatives, with a special emphasis on the retirement industry. EI provides its clients with guidance in the areas of industry best practices, legislative and compliance insight, technology and operations. It has extensive experience serving both recordkeepers and plan sponsors.
Merrill Corporation provides secure, innovative solutions to complex content and communications requirements. With our deep financial industry expertise, exceptional service and innovative technology, we are a trusted partner in ensuring our clients' success at every stage in the life cycle of regulated business communications. Rely on Merrill's forward-thinking technology to efficiently create and manage differentiated, personalized experiences for all your stakeholders -- participants, plan sponsors and advisors. A single platform that works with your business. We partner with customers to provide multi-channel communication management and delivery solutions to meet their unique digital, print and distribution needs. Visit www.merrillcorp.com to learn more.
Millennium Trust Company is a leading Automatic Rollover IRA provider for retirement plans. Our solutions help plan sponsors and other professionals comply with DOL Safe Harbor requirements for automatic rollovers. We offer a full complement of solutions to address plan related issues including: missing participants, uncashed checks, benefit distributions and notification services. For more information, please visit our web site at www.mtrustcompany.com
Oculus Partners is a strategic consulting firm focused on financial services, concentrating in retirement and wealth management. Formed in 2008, the firm has grown to serve over 25 corporate clients including banks and broker/dealers, asset managers, insurers, clearing agents and custodians, and technology companies. Our Consultants have experience as business line managers in the financial services industry. We use this experience in developing high impact strategies that can be practically implemented. Our clients have one thing in common - a desire to grow their businesses in a healthy and sustainable way. Simply put, we help our clients accomplish that goal.
PenChecks Trust is the largest independent provider of outsourced benefit distribution services and Auto Rollover IRAs. With 20+ years in business, PenChecks Trust is an expert and industry-leading provider of unique and comprehensive solutions. Services include solutions for Benefit Payment Processing, Participant Notifications, Auto Rollover IRAs, Uncashed Checks, Participant Search, & Abandoned Plan / QTA.
INVEST WITH CONFIDENCE - T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on -- now, and over the long term. We provide an array of commingled funds, subadvisory services, separate account management, retirement recordkeeping, and related services for individuals, advisors, institutions, and/or retirement plan sponsors. Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes. As of December 31, 2016, T. Rowe Price has more than USD $810 billion in assets under management and serves clients in more than 45 countries worldwide.
85 Enterprise, Suite 320
Aliso Viejo, CA 92656
vWise is the leading developer of award-winning employee benefit solutions for providers and advisors in the defined contribution industry. vWise offers the industry's most advanced platform for participant education, enrollment, and analytics. The company's interactive tools and data analytics are designed to maximize operational efficiency and increase profitability across the retirement continuum.
Wells Fargo is a national leader in providing total retirement management, investments, and trust and custody solutions tailored to meet the needs of institutional clients. With 4 million participants and $334 billion in retirement plan assets, Wells Fargo ranks as the nation's eighth largest retirement plan provider according to the 2015 PLANSPONSOR DC Recordkeeping Survey.