In its 14th year, the PIMCO Defined Contribution Consulting Study seeks to help consultants, advisors and plan sponsors understand the breadth of views and consulting services available within the defined contribution (DC) marketplace. This year’s study includes a diverse set of respondents throughout the DC industry’s consultants and advisors.

MFS global retirement research highlights growing trends with consultants and participants in our current economic and regulatory environment.

Plan sponsors face an increasingly complex fiduciary landscape, as well as pressure to provide an optimal plan experience for participants at a reasonable cost. Making investment decisions under these conditions can prove challenging. In a litigation-prone environment, a fiduciary’s thoughtful, logical investment selection and oversight process should guard against misperceptions that are driven more by […]

BlackRock’s Future in Focus® is designed to offer data driven to support strategic design changes that may help your clients achieve better retirement readiness solutions.  The tool will help model how out the following for a hypothetical plan participant: Increase low participation or savings rates Drive retirement readiness Evaluate the effectiveness of the QDIA Explore the […]

Please join us for an hour conversation with Andy Cameron, Benefits Advisor at the U.S. Department of Labor. We will review a 2020 update, their focus for 2021 and an open forum of Q/A.

Dangerous Indexing Investing Myths – It’s time to dispel significant myths around indexing investing

Industry news outlets are filled with stories about retirement plan class action lawsuits. From new cases being filed to settlements being reached to court proceedings taking place, the stories keep coming. When faced with their own suit, American Century Investments® took the case to trial.  Learn how the committee successfully defended itself by demonstrating a […]

U.S. Economy: Anatomy of a Recession.  Robert Johanson, Director, Client Portfolio Manager of ClearBridge Investments will share with us his outlook and tools that can help your clients prepare for a possible recession.  You can expect to come away with: Access to data you need Simplify the message for your clients Help to make informed […]

Most people plan to rely on Social Security for retirement income. And the statistics bear that out. Social Security benefits already provide more than half of retirement income for 50% of couples and 71% of individuals.* Those preparing to retire may not understand the different ways to claim Social Security and, depending on their individual […]

Fidelity’s proprietary Plan Sponsor Attitudes study has examined plan sponsors’ priorities and detailed insights since 2008, based on interviews with more than 9,500 sponsors. The results can  be used to ensure your retirement plan services are in line with the current needs of plan sponsors.

A discussion on CITs and how they impact retirement plans.

Our research shows that innovation is a force that transcends crises and calamities, driving technological advancement forward at a powerful, exponential rate. We find that the most innovative companies ultimately produce stronger fundamentals and stock returns. Given its critical influence, we believe that innovation is an enduring force that holds the key to progress and […]

Takes a closer look at recent fiduciary court cases and outlines several key lessons for plan sponsors and service providers

The big debate around active vs. passive continues to swirl. But we think the conversation needs to be refocused. We shouldn’t be discussing whether it is possible to add value to investment portfolios through active management, but rather, where it is possible. In this presentation, we examine the potential for active management to outperform passive […]

Groundbreaking research from a collaboration of the Employee Benefit Research Institute and J.P. Morgan Asset Management is the first to use a unique set of data on actual spending and savings behavior to provide a holistic financial view of U.S. households.

The financial services industry has changed during COVID and we will discuss the 5 trends for advisors post COVID.

We will dive into several emerging trends including adoption of ESG investing, student loan repayment programs, income creation strategies, default features, financial education/guidance and use of a fiduciary advisor.

Small businesses play an important role in helping U.S. workers save for retirement. See how a plan governance process may help reduce fiduciary liability; identify plan design elements that may help plan sponsors achieve personal and business goals; and stay up to date on plan compliance issues

Every few weeks there is news of a cyber breach, either in our industry or another. While it is impossible to eliminate all risk, plan sponsors need to have a process for putting safeguards in place to reduce risk of a cyber breach. Prudent process is the key to reducing liability and this presentation seeks […]

The financial services industry has changed during COVID and we will discuss the 5 trends for advisors post COVID.

We will dive into several emerging trends including adoption of ESG investing, student loan repayment programs, income creation strategies, default features, financial education/guidance and use of a fiduciary advisor.

Small businesses play an important role in helping U.S. workers save for retirement. See how a plan governance process may help reduce fiduciary liability; identify plan design elements that may help plan sponsors achieve personal and business goals; and stay up to date on plan compliance issues

Every few weeks there is news of a cyber breach, either in our industry or another. While it is impossible to eliminate all risk, plan sponsors need to have a process for putting safeguards in place to reduce risk of a cyber breach. Prudent process is the key to reducing liability and this presentation seeks […]