For more information, contact:
Jennifer DeLong
Managing Director, Defined Contribution Product Management & Marketing
AllianceBernstein Defined Contribution Investments
1345 Avenue of the Americas
New York, NY 10105
(212) 8969-6689
jennifer.deLong@alliancebernstein.com
www.abdc.com
For more information, contact:
Keith Wagner
Managing Director
Allianz Global Investors Distributors, LLC
1633 Broadway
New York, NY 10019
(678) 296-8161
keith.wagner@allianzgi.com
www.allianzinvestors.com
For more information, contact:
Jim Kemmerer
Director, Retirement & Investment Marketing
Aon Hewitt
4 Overlook Point
Lincolnshire, IL 60069
(847) 771-4160
jim.kemmerer@aonhewitt.com
www.aonhewitt.com
For more information, contact:
Heidi Simpson
Managing Director
BNY Mellon
One Wall Street
New York, NY 10286
(213) 553-9974
heidi.simpson@bnymellon.com
www.bnymellon.com
For more information, contact:
Jeremy Ross
Head of Sales
BrightScope, Inc.
San Diego, CA
(858) 677-1716
jeremy@brightscope.com
www.brightscope.com
For more information, contact:
Greg Middleton
Senior Manager
CAPTRUST Financial Advisors
4208 Six Fords Road
Raleigh, NC 27609
(800) 216-0645
greg.middleton@captrustadvisors.com
www.captrustadvisors.com
For more information, contact:
Tom Geraghty
Vice President
Charles Schwab
4529 Sharon Road
Charlotte, NC 28211
(704) 752-5533
thomas.geraghty@schwab.com
www.scs.schwab.com
For more information, contact:
Matt Gannon
National Sales Manager
Fidelity Investments
500 Salem Street, 0S3N
Smithfield, RI 02917
(401) 292-5168
matthew.gannon@fmr.com
www.fidelity.com
For more information, contact:
Diane Paul
Director
Financial Engines
99 High Street
Boston, MA 02110
(408) 498-6797
dpaul@financialengines.com
corp.financialengines.com
For more information, contact:
Carrie Callahan
Managing Partner
Galliard Capital Management
800 LaSalle Avenue
Minneapolis, MN 55402
(612) 667-1793
carrie.a.callahan@galliard.com
www.galliard.com
For more information, contact:
Ashley Avaregan
SVP
GuidedChoice
8910 University Center Lane, Suite 400
San Diego, CA 92122
(732) 266-0695
aavaregan@guidedchoice.com
www.guidedchoice.com
For more information, contact:
Sharon Scanlon
Vice President, Large Market Business Leader
Lincoln Financial Group
150 N. Radnor Chestor Road
Radnor, PA 19087
(617) 455-8373
sharon.scanlon@lfg.com
www.lincolnfinancial.com
For more information, contact:
Christopher Perkin
VP, Director of DCIO and Sub-Advisory
Loomis, Sayles & Company L.P.
One Financial Center
Boston, MA 02111
(617) 310-3686
cperkin@loomissayles.com
www.loomissayles.com
For more information, contact:
Tom Smythe
Director
MainStay Investments/ New York Life
51 Madison Avenue
New York, NY 10010
(720) 570-2829
tom_smythe@nylim.com
www.nyinvestments.com/dcio
For more information, contact:
Mary Moglia-Cannon
Sr. Analyst and Portfolio Strategist
Manning & Napier
290 Woodcliff Drive
Fairport, NY 14450
(585) 325-6880
mcannon@manning-napier.com
www.manning-napier.com
For more information, contact:
Kerry Sain
Senior Partner and U.S. Sales Leader - Outsourcing
Mercer
One Investors Way
Norwood, MA 02062
(908) 447-1842
kerry.sain@mercer.com
www.mercer.com
For more information, contact:
Jonathan Hubbard
Director, Institutional DC Platforms
MFS Investment Management
111 Huntington Avenue
Boston, MA 02199
(617) 954-4643
jhubbard@mfs.com
www.mfs.com
For more information, contact:
Dan Eastman
SVP, Automatic Rollovers
Millennium Trust Company
2001 Spring Road, Suite 700
Oak Brook, IL 60523
(630) 368-5675
deastman@mtrustcompany.com
www.mtrustcompany.com
For more information, contact:
Brett Okamoto
Relationship Manager
Morley Financial Services, Inc.
1300 SW 5th Avenue, Ste. 3300
Portland, OR 97201
(503) 484-9360
okamoto.brett@morley.com
www.morley.com
For more information, contact:
Morningstar, Inc.
22 W. Washington Street
Chicago, IL 60602
global.morningstar.com
For more information, contact:
MSCI Client Service
MSCI
250 Greenwich Street
New York, NY 10007
(888) 588-4567
clientservice@msci.com
www.msci.com
For more information, contact:
Dana Hartwell
Senior Vice President
Natixis Global Asset Management
399 Boylston Street
Boston, MA 02116
(617) 449-2509
dana.hartwell@ngam.natixis.com
ngam.natixis.com
For more information, contact:
Chris Simmons
Senior Vice President
Neuberger Berman
605 Third Avenue
New York, NY 10158
(212) 476-5575
chris.simmons@nb.com
www.nb.com
For more information, contact:
Amy Parker
The Newport Group
300 International Parkway, Suite 300
Heathrow, FL 32746
aparker@newportgroup.com
www.newportgroup.com
For more information, contact:
Gwyn Koepke
Northern Trust
50 South LaSalle Street
Chicago, IL 60603
(312) 557-7331
gek2@ntrs.com
www.northerntrust.com
For more information, contact:
Brad Bonno
Vice President, Director Conversions and Employee Education
PNC Institutional Investments
620 Liberty Avenue
Pittsburgh, PA 15222
(412) 768-9370
Bradley.Bono@pnc.com
www.retirementdirections.com
For more information, contact:
Casey Craig
Large Market Regional 401(k) Director
Putnam Investments
One Post Office Square
Boston, MA 02109
(617) 620-4388
casey_craig@putnam.com
www.putnam.com/plan-sponsor
For more information, contact:
Mark Sweatman
President Retirement Plan Management Services
Risk Compliance Performance Solutions, LLC
200 Dryten Road, Suite 3500
Dresher, PA 19025
(267) 607-4175
msweatman@RCP-Solutions.com
www.rcp-solutions.com
For more information, contact:
Michelle Rappa
Director of Business Growth, Defined Contribution
Russell Investments
1301 2nd Avenue, 18th Floor
Seattle, WA 98101
(212) 702-7838
mrappa@russell.com
www.russell.com
For more information, contact:
Roby Muntoni
Vice President
S&P Dow Jones Indices
55 Water Street
New York, NY 10041
(212) 438-2196
roby_muntoni@spdji.com
www.spindices.com
For more information, contact:
Daniel Oldani
Senior Vice President
Wells Fargo Institutional Retirement & Trust
608 Second Avenue South
Minneapolis, MN 55402
(830) 608-2429
daniel.d.oldani@wellsfargo.com
www.wellsfargo.com