Name: Recordkeeper Insights: Cash Flows and Participant Behavior
Start: 2026-04-14T11:00:00-0500
End: 2026-04-14T11:45:00-0500

Recordkeeper Insights: Cash Flows and Participant Behavior

Tuesday April 14, 2026 11:00am - 11:45am CDT

Grand Ballroom

What are participants actually doing with their money right now? Recordkeepers bring the data on contributions, transfers, and withdrawals, and unpack how volatility and rate movements are driving participant decisions, and what those patterns signal for what comes next.

Speakers

Tom Manente

Vice President Stable Value Solutions, Empower

Amy Montford

Vice President Individual Retirement Solutions, Principal

Amy Montford is the Vice President of Individual Retirement Solutions, Principal Life Insurance Company® and Chief Executive Officer of Principal Advised Services at Principal Financial Group®. Her background has been across a wide array of businesses, including over 25 years... Read More →

Christelle Ngnoumen

Voya

Christelle Ngnoumen is AVP of Behavioral Finance Research at Voya Financial, where she leads behavioral research and experimentation efforts focused on helping people boost their retirement savings and benefits utilization. She leverages behavioral science to design digital experiences... Read More →

Xin Zhou

Xin Zhou is a portfolio manager of the Stable Value Intermediate strategies in the Fixed Income Division. She co-manages the separate account portfolios and the Stable Value Common Trust Fund. Xin is a member of the Low Duration Investment, Stable Value Advisory, and Synthetic Investment... Read More →

Tuesday April 14, 2026 11:00am - 11:45am CDT
Grand Ballroom

General Session

SVIA Spring Seminar 2026

Tom Manente

Amy Montford

Christelle Ngnoumen

Xin Zhou

Get help with the event

SVIA Spring Seminar 2026

Tom Manente

Amy Montford

Christelle Ngnoumen

Xin Zhou

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