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Reevaluating your 401(k) Capital Preservation Strategy
Episode Summary
Today's episode is absolutely packed with information for all
plan sponsors regardless of the current “cash” or capital
preservation strategy in your 401(k) plan. My guest, Brett
Gorman, a SVP at PIMCO Investments and head of their Stable Value
business shares valuable information about Money Market Reform and
its impact on both plan sponsors and participants. He also
lays out a great roadmap to help plan sponsors reevaluate their
capital preservation strategy to find the right mix of principal
protection, liquidity and real return. Be sure to listen for
more details on what real return is and why it should be an
important factor in your go forward capital preservation strategy.
Guest Bio
Mr. Gorman, a CFA Charterholder, is a senior vice president, an
account manager in the defined contribution (DC) practice, and head
of PIMCO’s stable value business. The PIMCO DC Practice, with over
$100 billion of DC-related assets under management, is
dedicated to promoting effective DC plan design and innovative
retirement solutions and offers investment management for
fixed-income, stable value and other capital preservation
solutions, inflation protection, equities and asset allocation
strategies such as target-date solutions. PIMCO has been managing
stable value since 1992 and, with almost $30 billion in stable
value assets under administration, provides a variety of stable
value-related services to the market.
Mr. Gorman currently serves on the board of directors of Stable
Value Investment Association (SVIA), an industry-peer elected
position. The SVIA is dedicated to providing leadership and
representation on issues related to stable value before the media,
educators, legislators, regulators and opinion leaders, as well as
serving as a forum for the exchange of ideas and discussion of
issues important to the Stable Value industry. He has spoken at a
variety of industry meetings and conferences, including at numerous
SVIA Forums, the Merrill Lynch Wealth Management Global Wealth
& Retirement Solutions Conference, DCIIA, the PIMCO DC Advisory
Council, and the SPARK Institute.
Prior to joining PIMCO, Mr. Gorman was a director and senior
portfolio manager with the Deutsche Asset Management stable value
team and a fixed income portfolio manager for institutional and
governmental clients at Merrill Lynch Investment Managers. He has
23 years of investment experience and holds an MBA from Rutgers
University and a bachelor’s degree from Syracuse University.
401(k) Fridays Podcast Overview
Offers companies of all sizes free strategic, educational and
actionable content to improve their retirement plans.
My name is Rick Unser and I am your host. All episodes
leverage my nearly two decades of experience working with employers
to bring you candid interviews with industry experts to enhance
Fiduciary Protection, streamline Plan Operations and improve
employee Retirement Readiness.
For more information please visit www.401kfridays.com
View all episodes
By Rick Unser
4.7
7777 ratings
Episode Summary
Today's episode is absolutely packed with information for all
plan sponsors regardless of the current “cash” or capital
preservation strategy in your 401(k) plan. My guest, Brett
Gorman, a SVP at PIMCO Investments and head of their Stable Value
business shares valuable information about Money Market Reform and
its impact on both plan sponsors and participants. He also
lays out a great roadmap to help plan sponsors reevaluate their
capital preservation strategy to find the right mix of principal
protection, liquidity and real return. Be sure to listen for
more details on what real return is and why it should be an
important factor in your go forward capital preservation strategy.
Guest Bio
Mr. Gorman, a CFA Charterholder, is a senior vice president, an
account manager in the defined contribution (DC) practice, and head
of PIMCO’s stable value business. The PIMCO DC Practice, with over
$100 billion of DC-related assets under management, is
dedicated to promoting effective DC plan design and innovative
retirement solutions and offers investment management for
fixed-income, stable value and other capital preservation
solutions, inflation protection, equities and asset allocation
strategies such as target-date solutions. PIMCO has been managing
stable value since 1992 and, with almost $30 billion in stable
value assets under administration, provides a variety of stable
value-related services to the market.
Mr. Gorman currently serves on the board of directors of Stable
Value Investment Association (SVIA), an industry-peer elected
position. The SVIA is dedicated to providing leadership and
representation on issues related to stable value before the media,
educators, legislators, regulators and opinion leaders, as well as
serving as a forum for the exchange of ideas and discussion of
issues important to the Stable Value industry. He has spoken at a
variety of industry meetings and conferences, including at numerous
SVIA Forums, the Merrill Lynch Wealth Management Global Wealth
& Retirement Solutions Conference, DCIIA, the PIMCO DC Advisory
Council, and the SPARK Institute.
Prior to joining PIMCO, Mr. Gorman was a director and senior
portfolio manager with the Deutsche Asset Management stable value
team and a fixed income portfolio manager for institutional and
governmental clients at Merrill Lynch Investment Managers. He has
23 years of investment experience and holds an MBA from Rutgers
University and a bachelor’s degree from Syracuse University.
401(k) Fridays Podcast Overview
Offers companies of all sizes free strategic, educational and
actionable content to improve their retirement plans.
My name is Rick Unser and I am your host. All episodes
leverage my nearly two decades of experience working with employers
to bring you candid interviews with industry experts to enhance
Fiduciary Protection, streamline Plan Operations and improve
employee Retirement Readiness.
For more information please visit www.401kfridays.com
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