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Listen "36. How Does Collaborative Innovation Help Retirees? Pacific Life & Franklin Templeton Explore"
Episode Synopsis
Join us on the latest episode of The Wave Strength as we explore the new partnership between Pacific Life and Franklin Templeton, two organizations with a long history of serving individual investors in the defined contribution space. Franklin Templeton’s Drew Carrington joins Pacific Life’s Michael Oler and Jim Breen to discuss the benefits of this collaboration, highlighting their commitment to customer-first principles and technology-driven solutions.
What prompted the partnership between these two organizations, and what are some of the key challenges they are trying to address through this collaboration? Michael and Drew dive into the need for personalization and simplicity in retirement solutions, and the importance of ongoing engagement with participants throughout their retirement journey.
Tune in to learn how this partnership is bringing together the best of both companies to create innovative retirement solutions that go beyond product development and focus on engaging participants in a way that facilitates better decision-making and ultimately, better retirement outcomes.
About Michael Oler
Michael is AVP, Head of Defined Contribution Lifetime Income; he is responsible for leading the growth of the Defined Contribution Lifetime Income business. Before joining Pacific Life, Michael was the Retirement Income Product Manager at T. Rowe Price. His career in retirement services has also included strategic roles at BlackRock, MetLife, and PricewaterhouseCoopers. Michael joined Pacific Life in 2022.
About Drew Carrington
Drew is SVP, Head of Institutional DC; he is responsible for all facets of Franklin Templeton's efforts in the large and mega-plan defined contribution space. Drew is an experienced professional in the institutional asset management field, with 15 years on the consulting side and 10+ years on the investment management side. Expert in the defined contribution field, with particular expertise in serving the mega-plan market. He is an industry leader in “next-generation” DC plans, including developing more diversified portfolios, adding retirement income features, and addressing the rapidly changing regulatory environment.
To learn more, please visit https://www.pacificlife.com/home/products/institutions.html
What prompted the partnership between these two organizations, and what are some of the key challenges they are trying to address through this collaboration? Michael and Drew dive into the need for personalization and simplicity in retirement solutions, and the importance of ongoing engagement with participants throughout their retirement journey.
Tune in to learn how this partnership is bringing together the best of both companies to create innovative retirement solutions that go beyond product development and focus on engaging participants in a way that facilitates better decision-making and ultimately, better retirement outcomes.
About Michael Oler
Michael is AVP, Head of Defined Contribution Lifetime Income; he is responsible for leading the growth of the Defined Contribution Lifetime Income business. Before joining Pacific Life, Michael was the Retirement Income Product Manager at T. Rowe Price. His career in retirement services has also included strategic roles at BlackRock, MetLife, and PricewaterhouseCoopers. Michael joined Pacific Life in 2022.
About Drew Carrington
Drew is SVP, Head of Institutional DC; he is responsible for all facets of Franklin Templeton's efforts in the large and mega-plan defined contribution space. Drew is an experienced professional in the institutional asset management field, with 15 years on the consulting side and 10+ years on the investment management side. Expert in the defined contribution field, with particular expertise in serving the mega-plan market. He is an industry leader in “next-generation” DC plans, including developing more diversified portfolios, adding retirement income features, and addressing the rapidly changing regulatory environment.
To learn more, please visit https://www.pacificlife.com/home/products/institutions.html
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