Jim Smith is Vice President, Head of Retirement Strategy for North America for Morningstar’s retirement solutions. In his current role, Smith works closely with research and product development to address service needs of Morningstar clients in North America around retirement planning, fiduciary services, retirement income and retirement plan needs.
Prior to joining Ibbotson, Smith was Vice President of client services at ABN AMRO Asset Management, where he managed a team of relationship managers who provided recordkeeping and investment management services to plan sponsors. He has more than 20 years of experience in the field of retirement plan administration, retirement services, and investment management.
Mr. Smith holds a bachelor’s degree in economics from the University of Minnesota.
Mr. Smith also serves as a DCIIA Executive Committee At-Large Board Member, and was formerly Chair of the Retirement Income Committee.