DSG-Network.com: Forum

The Retirement Management Executive Forum

The Retirement Management Executive Forum (RMEF or Retirement Forum) was established in 2003 at the request of a number of The Diversified Services Group, Inc.'s (DSG) consulting and research clients. It is a selective, limited membership consortium of senior executives drawn from the financial services industry who wish to openly and frankly discuss issues and opportunities focused on the (post) Retirement Income/Asset Management Market.

Mission
The Forum's mission, which follows below, continues to evolve to better serve the needs of Members, as determined by their collective and individual experiences and perspectives:

The RMEF serves as an ongoing forum for a select group of leaders in the Retirement Management Market to share information and experiences and to discuss a variety of issues related to this market. The Forum's primary goal is to expand members' insights and perspectives beyond what is readily available in their own organizations, helping them to more effectively build their businesses in the retirement market.

The RMEF functions primarily as a "study group" to examine pertinent research, review "case studies," and discuss available methodologies or tools. Where appropriate, "outside experts" will be invited to present to the group and lead discussions. Discussions and information sharing will avoid topics that could have any "anti-trust" implications, and members will only be asked to share to the extent allowed by their firm's policies and their individual comfort levels.

Structure
The RMEF is comprised of a limited number of senior executives from insurance companies, mutual funds, financial institutions, and securities firms. Each RMEF member has corporate level responsibility for developing the (post-accumulation years) retirement management market.

Direction for the RMEF is set by a Steering group made up of Forum members. Operations and meetings are managed and facilitated by The Diversified Services Group, Inc. (DSG), a leading retirement market consulting and research firm.

Membership activities and guidelines, and meeting agendas for the Retirement Forum will be determined in conjunction with the Steering Committee.

RMEF Members
2008 Member firms include:

Advantage Funds (Wells Fargo)
Aegon/Transamerica Ret. Mgmt
AIG - American General
AIG Sunamerica
AllianceBernstein
Ameriprise Financial
Ameritas Acacia
AXA Financial
Charles Schwab
CUNA Mutual
Fidelity Investments

Genworth Financial
Hartford Life
ING
Lincoln Financial Group
Mass Mutual
Merrill Lynch
MetLife
Nationwide Financial
Old Mutual Financial
OppenheimerFunds
Phoenix Companies

Principal Financial Group
Prudential Financial
Putnam Investments
Russell Investments
Sun Life Financial (MFS)
SunTrust Banks
T. Rowe Price
Transamerica
Wachovia Corporation
Wells Fargo

RMEF Programming
DSG organizes and facilitates two meetings annually for RMEF members in June and December. The June meeting will be held in Chicago on June 10-11, 2009 and the Philadelphia meeting will be held in December on dates yet to be determined.

For more information about Membership opportunities and programming highlights, please contact:

Wm. Borden Ayers
Principal, Retirement Management Market Practice
The Diversified Services Group, Inc.
303 West Lancaster Avenue, Suite 2E, Wayne, PA 19087-3938
Phone: (610) 989-1710 x 21; E-mail: bordena@DSG-Network.com