Ross’ investment career began in 1992, and he joined NEPC in 2005. Ross works with defined contribution plans in all aspects of plan evaluation. Ross is a regular speaker at conferences and has co-authored several pieces for NEPC, including “Stable Value on the Brink, But Surviving” and “The Automated Defined Contribution Plan.” He has also co-authored several opinion letters to the Department of Labor and testified in the Department of Labor/Securities and Exchange Commission Joint Hearings on Target-Date Funds, the Department of Labor/Treasury Joint Hearings on Lifetime Income Solutions, and the Department of Labor Definition of Fiduciary Hearings. Ross has led the effort behind NEPC’s annual Plan and Fee Survey, has been interviewed multiple times in industry publications such as PIMCO’s DC Dialogue and is frequently quoted in the press. Ross is also a founder of the Defined Contribution Institutional Investment Association (DCIIA) and is the former Chair of the Public Policy Committee. Ross has been nominated several times for 401kWire’s Hundred Most Influential People in Defined Contribution.
I think that the opportunity will be to gather lots and lots of very small employers together and it may take a long time to build significant assets in these PEPs.9 July 2021
As the world has moved to electronic delivery, plan sponsor practices have evolved accordingly. Participant communication efforts, for example, have shifted toward electronic messaging and away from paper. We’ve also seen a set of plan sponsors move away from paper more broadly across their primary business lines.9 July 2021
ETFs are attractive to retail investors from a fee perspective whereas in DC plans you have institutional buying power; the mutual funds and collective trusts that occupy the DC space are more attractive from a fee perspective than ETFs.9 July 2021