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Experts

Joseph Szalay

Account Manager, Defined Contribution
Mr. Szalay is a senior vice president and defined contribution product strategist in the New York office, focusing on target date funds and retirement income solutions. Prior to rejoining PIMCO in 2022, he was a director and senior investment strategist for BlackRock’s retirement solutions team, where he helped design and distribute custom and off-the-shelf target date funds. Additionally, he served as a thought leader on fixed income, lifecycle investing, and retirement income. Before BlackRock, Mr. Szalay was with PIMCO for six years, focusing on institutional consultant relations. He has 18 years of investment experience and holds an undergraduate degree from the University at Albany. He is also a CFA charterholder and CAIA charterholder.
Investment Strategies

Explore why target date funds are increasingly repurposed for retirement income and how to assess their effectiveness in supporting retirees.

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