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Episode Guest:

Brett Gorman

Senior Vice President

Head of Stable Value

PIMCO

Why Upcoming Money Market Reform is a Good Time to Reevaluate your 401(k) Capital Preservation Strategy

Guest: Brett Gorman

Today's episode is absolutely packed with information for all plan sponsors regardless of your 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.

 

Lockton Disclosures

Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer, member FINRA, SIPC.  Investment advisory services offered through Lockton Investment Advisors, LLC, a federally registered investment adviser.  For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569. The Business Continuity Plan for Lockton Financial Advisors, LLC, may be found here. Not all members affiliated with Lockton offer securities or investment advisory services. Lockton Insurance Agency, Inc. is the parent company of LFA and LIA.  

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