Suggested Audience: Plan Sponsors
In this Webinar, we will share insights from MFS such as:
How Environmental Social Governance (ESG) is moving in Defined Contribution
Challenges in addressing ESG for retirement consultants and plan sponsors
The new model for addressing ESG
*Eligible for 1 (one) CE Credit
Suggested Audience: Corporate Retirement Plan Administrator/CFO/HR
In this Webinar, we will share insights from Janus Henderson such as:
What is a Fiduciary?
What are the Different Types of Advisor Business Models?
How can I Better Identify Potential Conflicts of Interest?
What are Some Additional Questions I Should Ask My Provider?
What are Some Prudent Practice and Processes?
Suggested Audience: Private Wealth Management/CPAs/Accountants
In this Webinar, we will share insights from Blackrock such as:
Rules of Retirement Benefits
Cost of Collecting Early
Spousal and Survivor Benefits
Suggested Audience: Individual Wealth Management
In this Webinar, we will share insights from Goldman Sachs Asset Management's Market Know How Preview, such as:
Will Global Expansion continue into 2019, despite late-cycle conditions?
What are the trends in Growth and Value?
What taxation strategies will make the biggest impact?
How will the main Pressure Points affect the 2019 market?
What is the best way to navigate the headwinds of the emerging markets?
Every year, since 2008, Fidelity completes an annual survey of their vast plan sponsor client base and shares insightful, trends and opportunities that reflect the evolution and attitudes across the retirement industry.
Of the over 1,100 responses, the majority of the people that took part in the research were directly responsible for their company’s plan. It also represented a good cross section among the different roles within the organization (i.e. owner/CEO, HR, CFO/finance group).
On this Webinar, we will share insights from the current Plan Sponsor Attitudes, such as:
What did plan sponsors say their top concerns were this year?
What plan design and investment menu changes have they made?
What percentage say they are looking for a new advisor and why?
What is the shift in the main focus of plan sponsors
What is the effect of integration with other employee benefits?