SVP, Business Development, Reitrement & Workplace Solutions
Bio
Martin Campbell is senior vice president of retirement solutions for Morningstar Investment Management LLC. In this role, Campbell consults with plan sponsors to implement the Morningstar Lifetime Index Funds as the Qualified Default Investment Alternative within defined contribution plans. He specializes in collective investment trusts (CITs) and target-date solutions.
Before joining Morningstar in 2016, Campbell was a sales representative with Reliance Trust and before that, he was a trust consultant with Hand Benefits & Trust. Previously, he was a senior product manager with Northern Trust’s corporate and institutional services group.
Campbell recently served on the Executive Committee and chaired the Plan Administration Committee for the Defined Contribution Institutional Investment Association (DCIIA). He has spoken on retirement solutions and investment structures at multiple forums including the Deloitte Global Employer Services Conference, Northern Trust Institutional Client Conference, Committee on Investment of Employee Benefit Assets International Sub-Committee meeting, and DCIIA Public Policy Forum.
Campbell holds a master’s degree in business administration from the Kellogg School of Management. He also holds the Accredited Investment Fiduciary® designation from fi360 and the Certified Employee Benefits Specialist designation from the International Foundation of Employee Benefit Plans.