Pacific Life Institutional Business

Unpacking Stable Value’s Record Year with Pacific Life’s Maya Pillai.   On the set of The Wave Strength podcast with Maya T. Pillai, AVP and Head of Stable Value with Pacific Life’s Global Institutional Investment Group. In this upcoming episode, Host Jim Breen sits down with Maya to highlight 2024’s record accomplishments and discuss opportunities for the year ahead.     Be sure to follow us to catch this upcoming episode; previous episodes are available to stream on Audible, Spotify, and YouTube. https://lnkd.in/gcRb6NqP     #StableValue #PacificLife #ManageRisk

Will Hansen, Executive Director of the Plan Sponsor Council of America (PSCA), joins The Wave Strength to share PSCA’s commitment to providing plan sponsors with the latest insights and resources to navigate today’s evolving retirement landscape. From rising trends in lifetime income and financial wellness to new SECURE 2.0 provisions, PSCA’s aim is to equip plan sponsors with the knowledge they need to make informed decisions that benefit their teams.     Will also details PSCA’s many resources and previews their upcoming conferences which are packed with amazing presentations, specialized sessions, and opportunities for collaboration. https://lnkd.in/gAEa3m9p    #RetirementSolutions #PacificLife #FinancialWellness #LifetimeIncome #PSCA 

Pacific Life was honored to host three days of events for Defined Contribution Institutional Investment Association (DCIIA), including the Plan Sponsor Institute (PSI) Round Table, DCIIA Innovation Forum, and the Retirement Research Center (RRC) Summit. Pacific Life’s Lee Freitag, CRPS™ was a featured panelist at the RRC event, discussing retirement income and considerations for the QDIA. This was Pacific Life’s second consecutive year hosting the Innovation Forum. The event was attended by more than 400 DCIIA members and guests who met in Newport Beach to hear valuable insights from industry thought leaders, discuss innovative approaches to fuel the industry, and explore ways to drive better retirement outcomes for participants. As part of this year’s keynote, Pacific Life’s Karen Neeley, Michael Oler, and Chris Stout introduced The Power of… research study, including "The Power of Tracking,” which is the first in a series of three papers. The initiative is a collaboration between Pacific Life, Michael Finke, and David Harry Stewart with AGEIST, which explores how self-tracking behaviors can significantly impact employee mindset, influence workplace excellence, and improve retirement outcomes. In addition to the forum, we were proud to celebrate this year's Leader and Rising Star honorees, which included Pacific Life’s Jennifer Wing and Kristin Brooks, who were honored as a 2024 Leader and 2024 Rising Star, respectively. Congratulations to all! Thank you to all who attended and contributed to making this fantastic week a success. To learn more about “The Power of Tracking,” visit our website here: https://lnkd.in/g89TJQSb #PacificLife #DCIIA #InnovationForum #ThePowerofTracking 

In celebration of Women's History Month, Michelle “MACE” Curran, former lead solo pilot of the United States Air Force Thunderbirds, motivational speaker, and author, joins Pacific Life on The Wave Strength to talk about the psychological tools and techniques she used to overcome challenges and how they can be applied to anyone's life. Discover how believing in yourself can unlock incredible potential and celebrate the achievements of women who inspire us to reach new heights Catch it now, on The Wave Strength. https://lnkd.in/gt-uhrpG #MichelleCurran #Thunderbirds #OvercomingChallenges #ImposterSyndrome #TheFlipSide #PacificLife #WomensHistoryMonth 

We’re back, live from Newport Beach, where Pacific Life is proud to once again host the Defined Contribution Institutional Investment Association (DCIIA) Innovation Forum! This year’s Forum explores The DC Ecosystem and Investment Landscape: Past, Present, and Future. Jim Breen, head of marketing with Pacific Life's Institutional team, speaks with Michael Finke, PhD, CFP®, Professor of Wealth Management and Frank M. Engle Chair of Economic Security at The American College, about today’s exciting events. We’ve had a day full of engaging discussions and inspiring presentations. We just wrapped up a session on Pooled Employer Plans (PEPs) and heard a keynote from Pacific Life’s Karen Neeley, Michael Oler, and Chris Stout. Next, we’ll explore Choice-Based DC Plan Design and dive into AI and gamification for employee engagement.  If you’re attending the Forum, what are your key takeaways so far? Share your thoughts below! 

We’re back, live from Newport Beach, where Pacific Life is proud to once again host the Defined Contribution Institutional Investment Association (DCIIA) Innovation Forum! This year’s Forum explores The DC Ecosystem and Investment Landscape: Past, Present, and Future. Jim Breen, head of marketing with Pacific Life's Institutional team, speaks with Michael Finke, PhD, CFP ®, Professor of Wealth Management and Frank M. Engle Chair of Economic Security at The American College, about this morning’s exciting events. We’ve had a morning full of engaging discussions and inspiring presentations. Just before lunch, we heard from Rene Eisele Corebridge Financial in the Leadership Spotlight.  Up next, Alejandro Roman, MBA from S&P Dow Jones Indices will be delivering the afternoon emcee remarks. If you’re attending the Forum, what’s been your highlight of the Forum so far? Let us know in the comments!  We’ll be checking-in again this afternoon to share highlights and key takeaways with special guests! If you’re attending the Forum, what are your key takeaways so far? Share your thoughts below! 

We’re live from Newport Beach, where Pacific Life is proud to once again host the Defined Contribution Institutional Investment Association (DCIIA) Innovation Forum! This year’s Forum explores The DC Ecosystem and Investment Landscape: Past, Present, and Future. Jim Breen, head of marketing with Pacific Life's Institutional team, speaks with Michael Finke, PhD, CFP ®, Professor of Wealth Management and Frank M. Engle Chair of Economic Security at The American College, about this morning’s exciting events, including the opening remarks from Pacific Life’s Senior Vice President, Head of Pacific Life’s Institutional Retirement Solutions Group, and vice chair of DCIIA’s Retirement Income Committee, Karen Neeley, to open the Forum. We’re excited to see Franklin Templeton’s Lavina Mehta, CFA, RMA, who’s been a guest on The Wave Strength podcast series lead an upcoming session which explores traditional AI and GenAI and what’s next for DC participant engagement. We’ll be checking-in throughout the day to share highlights and key takeaways with special guests! If you’re attending the Forum, what are your key takeaways so far? Share your thoughts below! 

Our team had an incredible time recording the latest episode of The Wave Strength podcast by Pacific Life with the inspiring Michelle “MACE” Curran, former lead solo pilot for the USAF Thunderbirds and now a motivational speaker and author. In this upcoming episode, Michelle shares her remarkable journey from a small-town girl to a fighter pilot, overcoming imposter syndrome, and breaking barriers in a male-dominated field. She also discusses the psychological tools and techniques she used to overcome challenges and how they can be applied to anyone's life.  Stay tuned for an episode filled with insights, inspiration, and actionable advice that can help you achieve incredible things in your own life. Don't miss out on this special Women's History Month edition of The Wave Strength! You won’t want to miss this engaging discussion! Follow us to find out when this can’t-miss episode is available. Catch up on previous episodes streaming on Audible, Spotify, and YouTube: https://lnkd.in/gcRb6NqP  #PersonalGrowth #BreakingBarriers #MichelleCurran #Thunderbirds #OvercomingChallenges #ImposterSyndrome #PacificLife #WomensHistoryMonth 

In the latest episode of The Wave Strength, Karen Neeley, Senior Vice President at Pacific Life, discusses the importance of shifting the conversation from products to solutions. Karen emphasizes that income solutions are not one-size-fits-all and highlights the need for personalized approaches. By understanding the unique demographics and desires of each plan, we can create impactful and meaningful retirement solutions. Learn how personalization and education through key partners are driving the evolution of retirement planning.    Catch it now, on The Wave Strength. https://lnkd.in/g6TjXNeb    #RetirementPlanning #FinancialWellness #PacificLife #RetirementSolutions 

Please join me and dozens of retirement industry thought leaders at the Defined Contribution Institutional Investment Association (DCIIA) 2025 Innovation Forum, taking place Thursday, March 20, in Newport Beach, CA.    Pacific Life is proud to host this year’s Forum, which will explore The DC Ecosystem and Investment Landscape: Past, Present, and Future. Leading defined contributions and financial services experts will share the latest developments in decumulation, fintech, coopetition, and much more as we continue to innovate solutions to improve retirement outcomes. Karen Neeley, senior vice president, head of Pacific Life’s Institutional Retirement Solutions Group, and vice chair of DCIIA’s Retirement Income Committee, will deliver welcoming remarks to open the Forum. Please join Karen and I for this fantastic event! Register for DCIIA’s 2025 Innovation Forum here: https://lnkd.in/gjsf2HQN #PacificLife #DCIIA