I joined BNY Mellon Investment Management in 2020 as a member of the Defined Contribution sales team.
The products & solutions that I am most passionate about include;
♦ BNY Mellon Custom Target Date Builder™ powered by Wilshire
♦ BNY Mellon Mutual Funds
♦ BNY Mellon Collective Investment Trusts (CITs)
♦ BNY Mellon Stable Value
I am passionate about educating advisors, RPP's and record keepers on the advantages of utilizing custom target date solutions, such as the BNY Mellon Custom Target Date Builder™ powered by Wilshire. A recently launched solution that can be leveraged as an alternative to the off the shelf target date offerings as a QDIA in your retirement plans for Plan Sponsors.
Steve’s role @ BNY Mellon is acting as a product specialist for the BNY Custom Target Date Builder®, a revolutionary tool that enables consultants to create Target Date Models carefully aligned with the unique needs of a Defined Contribution Plan Sponsor and their plan participants.
This customizable design capability fits in perfectly with the evolving and rigorous requirements of satisfying adequate Fiduciary responsibility under ERISA.