Schedule

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

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 […]

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 […]

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 […]

A discussion on CITs and how they impact retirement plans.

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

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.

Ken Munro is the National Sales Director for Empower Retirement. As a 15-year Empower veteran, Ken leads hundreds of sales professionals, service team members, and product specialists across the nation to broaden Empower’s presence in the under $50 million plan space. Ken is a firm believer in Empower’s mission to revolutionize workplace retirement savings, which […]

Established in 1968, Hicks Pension Services has partnered with retirement plan advisors for over 50 years to provide high-quality administration services to the Central Valley. In 2009, Jessica Johnson joined Hicks as a Plan Consultant, partnering with advisors from Bakersfield to Sacramento. Join Jessica as she discusses the biggest trend in plan administration, and gives […]

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 […]

Jason Fewell is a Regional Vice President for Empower Retirement. A former record-setting Empower wholesaler, Jason was made Regional Vice President to lead sales efforts in the 14 states that make up Empower’s West Region. With over 20 years of industry experience, Jason has lived through the rise and fall of several major retirement plan […]

John Menke co-authored the landmark ESOP legislation which subsequently spawned the industry. In 1974, he founded Menke & Associates, the first ESOP advisor firm in the country. Join The Menke Group as they give an overview of the ESOP industry, and explain why these plans can provide unique value to business owners and retirement plan […]

Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S. Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Brad has detailed […]

Trish McGinity is the Head of Cybersecurity Communications for Empower Retirement. In her role, Trish is responsible for delivering high-level security and technology presentations on the Empower cybersecurity program and related technology advancements to educate prospective, new and existing clients as well as Empower associates, including members of the executive leadership team.

Nexus Administrators is a recently rebranded partnership between two powerhouse administration firms in the Central Valley – All Valley Administrators and Retirement Plan Consultants. Join Tom Tsaris, leader of Nexus and foundational retirement figure as he gives an overview of the most popular topic in the retirement plan industry today, Pooled Employer Plans.

We will be covering the way you behave as an investor can often have a big impact on your financial outcomes. This presentation, will walk through some of the common mistakes that investors can make when they mix their emotions with their decision making, and how to prevent them. In addition we will help you […]

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 […]

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.

A Plan Committee Defends Itself. 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 […]

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 […]

Details about the wide set of responsible investing approaches available to those saving for retirement Why ESG-related investments may represent a growth opportunity How responsible investing options resonate with workplace savings plan participants— particularly Millennials How investing in companies with strong ESG profiles can help manage portfolio risk How the Covid-19 pandemic has magnified ESG trends already under way

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.

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 […]

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

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 […]

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 […]

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 […]

A discussion on CITs and how they impact retirement plans.

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

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.

Ken Munro is the National Sales Director for Empower Retirement. As a 15-year Empower veteran, Ken leads hundreds of sales professionals, service team members, and product specialists across the nation to broaden Empower’s presence in the under $50 million plan space. Ken is a firm believer in Empower’s mission to revolutionize workplace retirement savings, which […]

Established in 1968, Hicks Pension Services has partnered with retirement plan advisors for over 50 years to provide high-quality administration services to the Central Valley. In 2009, Jessica Johnson joined Hicks as a Plan Consultant, partnering with advisors from Bakersfield to Sacramento. Join Jessica as she discusses the biggest trend in plan administration, and gives […]

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 […]

Jason Fewell is a Regional Vice President for Empower Retirement. A former record-setting Empower wholesaler, Jason was made Regional Vice President to lead sales efforts in the 14 states that make up Empower’s West Region. With over 20 years of industry experience, Jason has lived through the rise and fall of several major retirement plan […]

John Menke co-authored the landmark ESOP legislation which subsequently spawned the industry. In 1974, he founded Menke & Associates, the first ESOP advisor firm in the country. Join The Menke Group as they give an overview of the ESOP industry, and explain why these plans can provide unique value to business owners and retirement plan […]

Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S. Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Brad has detailed […]

Trish McGinity is the Head of Cybersecurity Communications for Empower Retirement. In her role, Trish is responsible for delivering high-level security and technology presentations on the Empower cybersecurity program and related technology advancements to educate prospective, new and existing clients as well as Empower associates, including members of the executive leadership team.

Nexus Administrators is a recently rebranded partnership between two powerhouse administration firms in the Central Valley – All Valley Administrators and Retirement Plan Consultants. Join Tom Tsaris, leader of Nexus and foundational retirement figure as he gives an overview of the most popular topic in the retirement plan industry today, Pooled Employer Plans.

We will be covering the way you behave as an investor can often have a big impact on your financial outcomes. This presentation, will walk through some of the common mistakes that investors can make when they mix their emotions with their decision making, and how to prevent them. In addition we will help you […]

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 […]

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.

A Plan Committee Defends Itself. 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 […]

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 […]

Details about the wide set of responsible investing approaches available to those saving for retirement Why ESG-related investments may represent a growth opportunity How responsible investing options resonate with workplace savings plan participants— particularly Millennials How investing in companies with strong ESG profiles can help manage portfolio risk How the Covid-19 pandemic has magnified ESG trends already under way

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.

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 […]