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  • 100 Tickets

    Maximum 100 tickets
  • Start Date

    25 - 10 - 2016
  • Location

    Hall A, Lucsdc Street
  • 10 Speakers

    Profession, Friendly

ABOUT EVENT

Making value for you

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Improving skills

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Communicate with the experts

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We are passionate and creative

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EVENT SCHEDULE

  9:05am PT
Empower Retirement

Recordkeeping Update and Trends – Joe Smolen – Empower Retirement

Joe Smolen is a Senior Vice President for Empower Retirement. In his role, Joe leads the core market segment, which consists of retirement plans with under $50 million in assets and includes some 24,000 plans and 1.6 million participants. Joe is also responsible for strategy development as well as all sales, client retention and financial […]
  9:40am PT
Empower Retirement

The Future of Participant Advice – Empower Retirement

Ken Munro – During a time when people may need financial advice more than ever, Empower Retirement was built on the idea that people deserve a better opportunity to reach their financial goals — and the belief that fiduciary advice and guidance should be available to everyone who needs it.
  10am PT
Empower Retirement

Cybersecurity Trends and Risks – Trish McGinity – Empower Retirement

Trish McGinity is Head of Cybersecurity Communications for Empower Retirement. In her role, she 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.
  10:15am PT
Federated Hermes

ERISA Update – Bradford Campbell – Faegre Drinker

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 […]
  9am PT
PIMCO

Defined Contribution Consulting Survey – PIMCO

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.
  10am PT
T. Rowe Price Investment Services, Inc

Fiduciary misperceptions about investment selection and monitoring – T. Rowe Price Investment Services, Inc

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 […]
  10:30am PT
Blackrock

Future in Focus® – Blackrock

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 […]
  9:30am PT
American Century

Proving Prudence and Participant Loyalty: A plan committee defends itself – American Century

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 […]
  10am PT
Franklin Templeton

Anatomy of a Recession or Recovery – Franklin Templeton

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 […]
  10:30am PT
Putnam Investments

5 Things you need to know about Social Security – Putnam Investments

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 […]
  9am PT
Fidelity Investments

Plan Sponsor Attitudes – Fidelity Investments

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.
  10:30am PT
Alger

THE ENDURING FORCE OF INNOVATION – Alger

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 […]
  9:30am PT
Lord Abbett

The Active Difference – Fixed Income – Lord Abbett

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 […]
  10am - 11am PT
Department of Labor

Department of Labor Update

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.
  10:10am PT
Empower Retirement

The Power of Advice

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 […]
  10:30am PT
American Century

Providing Prudence and Participant Loyalty: 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 defended itself by demonstrating a […]
  11:00am PT
Hicks Pension Services

Overview of 3(16) Administration and CalSavers Reminder

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 […]
  11:15am PT
Alger

The Enduring Force of Innovation

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 […]
  11:45am PT
Putnam

5 Things You Need to Know About Social Security

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 […]
  10:10am PT
Empower Retirement

Recordkeeping Trends

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 […]
  10:30am PT
American Funds

QDIA Selection, Prudence, and Guidance

QDIAs can play a valuable role in helping plan sponsors manage risk while providing participants a well-diversified investment vehicle to save for retirement. An essential component is the process they follow to select and monitor their QDIA.
  11:00am PT
The Menke Group

ESOPs

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 […]
  11:15am PT
Kravitz

Cash Balance Plans

Kravitz, Inc. is credited with establishing the first pension plan in Los Angeles in 1975. Since then, Kravitz has grown to become the nation’s leader in a unique retirement plan called Cash Balance Plans. Join Ken Guidroz, Director of New Plan Design, as he discusses Cash Balance Plan design, and how Cash Balance Plans can […]
  11:30am PT
Federated Hermes

ERISA Update from ERISA Attorney Brad Campbell

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 […]
  10:10am PT
Empower Retirement

Cybersecurity Best Practices

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.
  10:30am PT
Natixis

ESG Investing in Retirement Plans

Target date funds have become the dominant investment option in 401(k) and other retirement plans. Research has shown that including sustainable factors in investment analysis may help enhance returns and mitigate risks. Incorporating ESG investment considerations into target date funds and retirement plan fund lineups is a relatively new development, bringing the best of both […]
  11:00am PT
Nexus

Pooled Employer Plans

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.
  11:15am PT
Department of Labor

Department of Labor Update

Please join us for an hour conversation with a Benefits Advisor at the U.S. Department of Labor, as they review 2020 and discusses the DOL’s focus for 2021. An open forum Q/A will also take place.
  10am PT
Wells Fargo

Incorporating ESG investment into a retirement

Incorporating ESG investment considerations into retirement plan fund lineups is a relatively new development, learn how this is becoming a more popular ask from plan sponsor and how to navigate selecting ESG funds that align with the investment  goals of your clients. Wells Fargo provides an array of tools to help construct ESG lineups.
  10:30am PT
Blackrock

Behavioral Investing

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 […]
  11am PT
T. Rowe Price

Insights On Retirement Environment

LEGISLATIVE AND REGULATORY LANDSCAPE: In addition to a whirlwind of DOL activity, legislation including the SECURE Act and CARES Act, has shifted focus and reoriented short- and long-term priorities for consultants and plan sponsors TURBULENCE FUELED BY PUBLIC HEALTH CRISIS: The financial impact of the coronavirus pandemic has led to substantial market volatility and  increased […]
  11:30am PT
Putnam

5 Things You Need to Know About Social Security

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 […]
  10am PT
MFS

The Road to Better Outcomes: Understanding Behavior & Thinking

Under-saving for retirement is a global problem. The impact of the COVID-19 pandemic — relaxed rules governing loans or withdrawals and cuts to retirement contributions — has exacerbated the problem. Given the complexities and differences across the globe, a one-size-fits all solution is not realistic. Addressing this challenge will take the combined ingenuity of governments, […]
  10:30am PT
Janus

Top DC Trends and Developments

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.
  11am PT
J.P. Morgan

Topic legislative update

Daniel A. Notto is an ERISA attorney with more than 35 years of experience. In this presentation he will provide  legislative update. In addition he will help translates complex ERISA requirements into practical concepts to further help financial professionals better service retirement clients.
  11:30am PT
American Century

Providing Prudence and Participant Loyalty:

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 […]
  10:30am PT
Alger

The Enduring Force of Innovation

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 […]
  11:00am PT
Franklin

Anatomy of a Recession

The global coronavirus pandemic has unleashed historic volatility and turned ClearBridge’s U.S. Recession Risk Dashboard red, suggesting a recession is underway. This presentation walks you through the dashboard, helps you gather facts surrounding the financial stresses indicating a recession, and helps to identify conditions that have been necessary for forming historical durable market bottoms.
  11:30am PT
Natixis

ESG Investing: Identifying risks, opportunities and motivators in a changing world

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
  10am PT
Janus Henderson

Top DC Trends and Developments

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.
  10:30am PT
Mass Mutual

Big Plans for Small Businesses

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
  9:30am PT
NY Life

Cybersecurity Risk for Retirement Plans

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 […]
  9:05am PT
Empower Retirement

Recordkeeping Update and Trends – Joe Smolen – Empower Retirement

Joe Smolen is a Senior Vice President for Empower Retirement. In his role, Joe leads the core market segment, which consists of retirement plans with under $50 million in assets and includes some 24,000 plans and 1.6 million participants. Joe is also responsible for strategy development as well as all sales, client retention and financial […]
  9:40am PT
Empower Retirement

The Future of Participant Advice – Empower Retirement

Ken Munro – During a time when people may need financial advice more than ever, Empower Retirement was built on the idea that people deserve a better opportunity to reach their financial goals — and the belief that fiduciary advice and guidance should be available to everyone who needs it.
  10am PT
Empower Retirement

Cybersecurity Trends and Risks – Trish McGinity – Empower Retirement

Trish McGinity is Head of Cybersecurity Communications for Empower Retirement. In her role, she 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.
  10:15am PT
Federated Hermes

ERISA Update – Bradford Campbell – Faegre Drinker

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 […]
  9am PT
PIMCO

Defined Contribution Consulting Survey – PIMCO

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.
  10am PT
T. Rowe Price Investment Services, Inc

Fiduciary misperceptions about investment selection and monitoring – T. Rowe Price Investment Services, Inc

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 […]
  10:30am PT
Blackrock

Future in Focus® – Blackrock

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 […]
  9:30am PT
American Century

Proving Prudence and Participant Loyalty: A plan committee defends itself – American Century

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 […]
  10am PT
Franklin Templeton

Anatomy of a Recession or Recovery – Franklin Templeton

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 […]
  10:30am PT
Putnam Investments

5 Things you need to know about Social Security – Putnam Investments

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 […]
  9am PT
Fidelity Investments

Plan Sponsor Attitudes – Fidelity Investments

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.
  10:30am PT
Alger

THE ENDURING FORCE OF INNOVATION – Alger

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 […]
  9:30am PT
Lord Abbett

The Active Difference – Fixed Income – Lord Abbett

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 […]
  10am - 11am PT
Department of Labor

Department of Labor Update

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.
  10:10am PT
Empower Retirement

The Power of Advice

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 […]
  10:30am PT
American Century

Providing Prudence and Participant Loyalty: 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 defended itself by demonstrating a […]
  11:00am PT
Hicks Pension Services

Overview of 3(16) Administration and CalSavers Reminder

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 […]
  11:15am PT
Alger

The Enduring Force of Innovation

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 […]
  11:45am PT
Putnam

5 Things You Need to Know About Social Security

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 […]
  10:10am PT
Empower Retirement

Recordkeeping Trends

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 […]
  10:30am PT
American Funds

QDIA Selection, Prudence, and Guidance

QDIAs can play a valuable role in helping plan sponsors manage risk while providing participants a well-diversified investment vehicle to save for retirement. An essential component is the process they follow to select and monitor their QDIA.
  11:00am PT
The Menke Group

ESOPs

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 […]
  11:15am PT
Kravitz

Cash Balance Plans

Kravitz, Inc. is credited with establishing the first pension plan in Los Angeles in 1975. Since then, Kravitz has grown to become the nation’s leader in a unique retirement plan called Cash Balance Plans. Join Ken Guidroz, Director of New Plan Design, as he discusses Cash Balance Plan design, and how Cash Balance Plans can […]
  11:30am PT
Federated Hermes

ERISA Update from ERISA Attorney Brad Campbell

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 […]
  10:10am PT
Empower Retirement

Cybersecurity Best Practices

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.
  10:30am PT
Natixis

ESG Investing in Retirement Plans

Target date funds have become the dominant investment option in 401(k) and other retirement plans. Research has shown that including sustainable factors in investment analysis may help enhance returns and mitigate risks. Incorporating ESG investment considerations into target date funds and retirement plan fund lineups is a relatively new development, bringing the best of both […]
  11:00am PT
Nexus

Pooled Employer Plans

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.
  11:15am PT
Department of Labor

Department of Labor Update

Please join us for an hour conversation with a Benefits Advisor at the U.S. Department of Labor, as they review 2020 and discusses the DOL’s focus for 2021. An open forum Q/A will also take place.
  10am PT
Wells Fargo

Incorporating ESG investment into a retirement

Incorporating ESG investment considerations into retirement plan fund lineups is a relatively new development, learn how this is becoming a more popular ask from plan sponsor and how to navigate selecting ESG funds that align with the investment  goals of your clients. Wells Fargo provides an array of tools to help construct ESG lineups.
  10:30am PT
Blackrock

Behavioral Investing

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 […]
  11am PT
T. Rowe Price

Insights On Retirement Environment

LEGISLATIVE AND REGULATORY LANDSCAPE: In addition to a whirlwind of DOL activity, legislation including the SECURE Act and CARES Act, has shifted focus and reoriented short- and long-term priorities for consultants and plan sponsors TURBULENCE FUELED BY PUBLIC HEALTH CRISIS: The financial impact of the coronavirus pandemic has led to substantial market volatility and  increased […]
  11:30am PT
Putnam

5 Things You Need to Know About Social Security

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 […]
  10am PT
MFS

The Road to Better Outcomes: Understanding Behavior & Thinking

Under-saving for retirement is a global problem. The impact of the COVID-19 pandemic — relaxed rules governing loans or withdrawals and cuts to retirement contributions — has exacerbated the problem. Given the complexities and differences across the globe, a one-size-fits all solution is not realistic. Addressing this challenge will take the combined ingenuity of governments, […]
  10:30am PT
Janus

Top DC Trends and Developments

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.
  11am PT
J.P. Morgan

Topic legislative update

Daniel A. Notto is an ERISA attorney with more than 35 years of experience. In this presentation he will provide  legislative update. In addition he will help translates complex ERISA requirements into practical concepts to further help financial professionals better service retirement clients.
  11:30am PT
American Century

Providing Prudence and Participant Loyalty:

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 […]
  10:30am PT
Alger

The Enduring Force of Innovation

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 […]
  11:00am PT
Franklin

Anatomy of a Recession

The global coronavirus pandemic has unleashed historic volatility and turned ClearBridge’s U.S. Recession Risk Dashboard red, suggesting a recession is underway. This presentation walks you through the dashboard, helps you gather facts surrounding the financial stresses indicating a recession, and helps to identify conditions that have been necessary for forming historical durable market bottoms.
  11:30am PT
Natixis

ESG Investing: Identifying risks, opportunities and motivators in a changing world

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
  10am PT
Janus Henderson

Top DC Trends and Developments

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.
  10:30am PT
Mass Mutual

Big Plans for Small Businesses

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
  9:30am PT
NY Life

Cybersecurity Risk for Retirement Plans

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 […]
  9:05am PT
Empower Retirement

Recordkeeping Update and Trends – Joe Smolen – Empower Retirement

Joe Smolen is a Senior Vice President for Empower Retirement. In his role, Joe leads the core market segment, which consists of retirement plans with under $50 million in assets and includes some 24,000 plans and 1.6 million participants. Joe is also responsible for strategy development as well as all sales, client retention and financial […]
  9:40am PT
Empower Retirement

The Future of Participant Advice – Empower Retirement

Ken Munro – During a time when people may need financial advice more than ever, Empower Retirement was built on the idea that people deserve a better opportunity to reach their financial goals — and the belief that fiduciary advice and guidance should be available to everyone who needs it.
  10am PT
Empower Retirement

Cybersecurity Trends and Risks – Trish McGinity – Empower Retirement

Trish McGinity is Head of Cybersecurity Communications for Empower Retirement. In her role, she 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.
  10:15am PT
Federated Hermes

ERISA Update – Bradford Campbell – Faegre Drinker

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 […]
  9am PT
PIMCO

Defined Contribution Consulting Survey – PIMCO

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.
  10am PT
T. Rowe Price Investment Services, Inc

Fiduciary misperceptions about investment selection and monitoring – T. Rowe Price Investment Services, Inc

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 […]
  10:30am PT
Blackrock

Future in Focus® – Blackrock

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 […]
  9:30am PT
American Century

Proving Prudence and Participant Loyalty: A plan committee defends itself – American Century

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 […]
  10am PT
Franklin Templeton

Anatomy of a Recession or Recovery – Franklin Templeton

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 […]
  10:30am PT
Putnam Investments

5 Things you need to know about Social Security – Putnam Investments

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 […]
  9am PT
Fidelity Investments

Plan Sponsor Attitudes – Fidelity Investments

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.
  10:30am PT
Alger

THE ENDURING FORCE OF INNOVATION – Alger

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 […]
  9:30am PT
Lord Abbett

The Active Difference – Fixed Income – Lord Abbett

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 […]
  10am - 11am PT
Department of Labor

Department of Labor Update

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.
  10:10am PT
Empower Retirement

The Power of Advice

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 […]
  10:30am PT
American Century

Providing Prudence and Participant Loyalty: 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 defended itself by demonstrating a […]
  11:00am PT
Hicks Pension Services

Overview of 3(16) Administration and CalSavers Reminder

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 […]
  11:15am PT
Alger

The Enduring Force of Innovation

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 […]
  11:45am PT
Putnam

5 Things You Need to Know About Social Security

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 […]
  10:10am PT
Empower Retirement

Recordkeeping Trends

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 […]
  10:30am PT
American Funds

QDIA Selection, Prudence, and Guidance

QDIAs can play a valuable role in helping plan sponsors manage risk while providing participants a well-diversified investment vehicle to save for retirement. An essential component is the process they follow to select and monitor their QDIA.
  11:00am PT
The Menke Group

ESOPs

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 […]
  11:15am PT
Kravitz

Cash Balance Plans

Kravitz, Inc. is credited with establishing the first pension plan in Los Angeles in 1975. Since then, Kravitz has grown to become the nation’s leader in a unique retirement plan called Cash Balance Plans. Join Ken Guidroz, Director of New Plan Design, as he discusses Cash Balance Plan design, and how Cash Balance Plans can […]
  11:30am PT
Federated Hermes

ERISA Update from ERISA Attorney Brad Campbell

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 […]
  10:10am PT
Empower Retirement

Cybersecurity Best Practices

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.
  10:30am PT
Natixis

ESG Investing in Retirement Plans

Target date funds have become the dominant investment option in 401(k) and other retirement plans. Research has shown that including sustainable factors in investment analysis may help enhance returns and mitigate risks. Incorporating ESG investment considerations into target date funds and retirement plan fund lineups is a relatively new development, bringing the best of both […]
  11:00am PT
Nexus

Pooled Employer Plans

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.
  11:15am PT
Department of Labor

Department of Labor Update

Please join us for an hour conversation with a Benefits Advisor at the U.S. Department of Labor, as they review 2020 and discusses the DOL’s focus for 2021. An open forum Q/A will also take place.
  10am PT
Wells Fargo

Incorporating ESG investment into a retirement

Incorporating ESG investment considerations into retirement plan fund lineups is a relatively new development, learn how this is becoming a more popular ask from plan sponsor and how to navigate selecting ESG funds that align with the investment  goals of your clients. Wells Fargo provides an array of tools to help construct ESG lineups.
  10:30am PT
Blackrock

Behavioral Investing

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 […]
  11am PT
T. Rowe Price

Insights On Retirement Environment

LEGISLATIVE AND REGULATORY LANDSCAPE: In addition to a whirlwind of DOL activity, legislation including the SECURE Act and CARES Act, has shifted focus and reoriented short- and long-term priorities for consultants and plan sponsors TURBULENCE FUELED BY PUBLIC HEALTH CRISIS: The financial impact of the coronavirus pandemic has led to substantial market volatility and  increased […]
  11:30am PT
Putnam

5 Things You Need to Know About Social Security

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 […]
  10am PT
MFS

The Road to Better Outcomes: Understanding Behavior & Thinking

Under-saving for retirement is a global problem. The impact of the COVID-19 pandemic — relaxed rules governing loans or withdrawals and cuts to retirement contributions — has exacerbated the problem. Given the complexities and differences across the globe, a one-size-fits all solution is not realistic. Addressing this challenge will take the combined ingenuity of governments, […]
  10:30am PT
Janus

Top DC Trends and Developments

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.
  11am PT
J.P. Morgan

Topic legislative update

Daniel A. Notto is an ERISA attorney with more than 35 years of experience. In this presentation he will provide  legislative update. In addition he will help translates complex ERISA requirements into practical concepts to further help financial professionals better service retirement clients.
  11:30am PT
American Century

Providing Prudence and Participant Loyalty:

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 […]
  10:30am PT
Alger

The Enduring Force of Innovation

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 […]
  11:00am PT
Franklin

Anatomy of a Recession

The global coronavirus pandemic has unleashed historic volatility and turned ClearBridge’s U.S. Recession Risk Dashboard red, suggesting a recession is underway. This presentation walks you through the dashboard, helps you gather facts surrounding the financial stresses indicating a recession, and helps to identify conditions that have been necessary for forming historical durable market bottoms.
  11:30am PT
Natixis

ESG Investing: Identifying risks, opportunities and motivators in a changing world

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
  10am PT
Janus Henderson

Top DC Trends and Developments

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.
  10:30am PT
Mass Mutual

Big Plans for Small Businesses

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
  9:30am PT
NY Life

Cybersecurity Risk for Retirement Plans

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 […]
  9:05am PT
Empower Retirement

Recordkeeping Update and Trends – Joe Smolen – Empower Retirement

Joe Smolen is a Senior Vice President for Empower Retirement. In his role, Joe leads the core market segment, which consists of retirement plans with under $50 million in assets and includes some 24,000 plans and 1.6 million participants. Joe is also responsible for strategy development as well as all sales, client retention and financial […]
  9:40am PT
Empower Retirement

The Future of Participant Advice – Empower Retirement

Ken Munro – During a time when people may need financial advice more than ever, Empower Retirement was built on the idea that people deserve a better opportunity to reach their financial goals — and the belief that fiduciary advice and guidance should be available to everyone who needs it.
  10am PT
Empower Retirement

Cybersecurity Trends and Risks – Trish McGinity – Empower Retirement

Trish McGinity is Head of Cybersecurity Communications for Empower Retirement. In her role, she 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.
  10:15am PT
Federated Hermes

ERISA Update – Bradford Campbell – Faegre Drinker

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 […]
  9am PT
PIMCO

Defined Contribution Consulting Survey – PIMCO

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.
  10am PT
T. Rowe Price Investment Services, Inc

Fiduciary misperceptions about investment selection and monitoring – T. Rowe Price Investment Services, Inc

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 […]
  10:30am PT
Blackrock

Future in Focus® – Blackrock

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 […]
  9:30am PT
American Century

Proving Prudence and Participant Loyalty: A plan committee defends itself – American Century

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 […]
  10am PT
Franklin Templeton

Anatomy of a Recession or Recovery – Franklin Templeton

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 […]
  10:30am PT
Putnam Investments

5 Things you need to know about Social Security – Putnam Investments

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 […]
  9am PT
Fidelity Investments

Plan Sponsor Attitudes – Fidelity Investments

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.
  10:30am PT
Alger

THE ENDURING FORCE OF INNOVATION – Alger

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 […]
  9:30am PT
Lord Abbett

The Active Difference – Fixed Income – Lord Abbett

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 […]
  10am - 11am PT
Department of Labor

Department of Labor Update

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.
  10:10am PT
Empower Retirement

The Power of Advice

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 […]
  10:30am PT
American Century

Providing Prudence and Participant Loyalty: 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 defended itself by demonstrating a […]
  11:00am PT
Hicks Pension Services

Overview of 3(16) Administration and CalSavers Reminder

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 […]
  11:15am PT
Alger

The Enduring Force of Innovation

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 […]
  11:45am PT
Putnam

5 Things You Need to Know About Social Security

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 […]
  10:10am PT
Empower Retirement

Recordkeeping Trends

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 […]
  10:30am PT
American Funds

QDIA Selection, Prudence, and Guidance

QDIAs can play a valuable role in helping plan sponsors manage risk while providing participants a well-diversified investment vehicle to save for retirement. An essential component is the process they follow to select and monitor their QDIA.
  11:00am PT
The Menke Group

ESOPs

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 […]
  11:15am PT
Kravitz

Cash Balance Plans

Kravitz, Inc. is credited with establishing the first pension plan in Los Angeles in 1975. Since then, Kravitz has grown to become the nation’s leader in a unique retirement plan called Cash Balance Plans. Join Ken Guidroz, Director of New Plan Design, as he discusses Cash Balance Plan design, and how Cash Balance Plans can […]
  11:30am PT
Federated Hermes

ERISA Update from ERISA Attorney Brad Campbell

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 […]
  10:10am PT
Empower Retirement

Cybersecurity Best Practices

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.
  10:30am PT
Natixis

ESG Investing in Retirement Plans

Target date funds have become the dominant investment option in 401(k) and other retirement plans. Research has shown that including sustainable factors in investment analysis may help enhance returns and mitigate risks. Incorporating ESG investment considerations into target date funds and retirement plan fund lineups is a relatively new development, bringing the best of both […]
  11:00am PT
Nexus

Pooled Employer Plans

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.
  11:15am PT
Department of Labor

Department of Labor Update

Please join us for an hour conversation with a Benefits Advisor at the U.S. Department of Labor, as they review 2020 and discusses the DOL’s focus for 2021. An open forum Q/A will also take place.
  10am PT
Wells Fargo

Incorporating ESG investment into a retirement

Incorporating ESG investment considerations into retirement plan fund lineups is a relatively new development, learn how this is becoming a more popular ask from plan sponsor and how to navigate selecting ESG funds that align with the investment  goals of your clients. Wells Fargo provides an array of tools to help construct ESG lineups.
  10:30am PT
Blackrock

Behavioral Investing

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 […]
  11am PT
T. Rowe Price

Insights On Retirement Environment

LEGISLATIVE AND REGULATORY LANDSCAPE: In addition to a whirlwind of DOL activity, legislation including the SECURE Act and CARES Act, has shifted focus and reoriented short- and long-term priorities for consultants and plan sponsors TURBULENCE FUELED BY PUBLIC HEALTH CRISIS: The financial impact of the coronavirus pandemic has led to substantial market volatility and  increased […]
  11:30am PT
Putnam

5 Things You Need to Know About Social Security

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 […]
  10am PT
MFS

The Road to Better Outcomes: Understanding Behavior & Thinking

Under-saving for retirement is a global problem. The impact of the COVID-19 pandemic — relaxed rules governing loans or withdrawals and cuts to retirement contributions — has exacerbated the problem. Given the complexities and differences across the globe, a one-size-fits all solution is not realistic. Addressing this challenge will take the combined ingenuity of governments, […]
  10:30am PT
Janus

Top DC Trends and Developments

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.
  11am PT
J.P. Morgan

Topic legislative update

Daniel A. Notto is an ERISA attorney with more than 35 years of experience. In this presentation he will provide  legislative update. In addition he will help translates complex ERISA requirements into practical concepts to further help financial professionals better service retirement clients.
  11:30am PT
American Century

Providing Prudence and Participant Loyalty:

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 […]
  10:30am PT
Alger

The Enduring Force of Innovation

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 […]
  11:00am PT
Franklin

Anatomy of a Recession

The global coronavirus pandemic has unleashed historic volatility and turned ClearBridge’s U.S. Recession Risk Dashboard red, suggesting a recession is underway. This presentation walks you through the dashboard, helps you gather facts surrounding the financial stresses indicating a recession, and helps to identify conditions that have been necessary for forming historical durable market bottoms.
  11:30am PT
Natixis

ESG Investing: Identifying risks, opportunities and motivators in a changing world

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
  10am PT
Janus Henderson

Top DC Trends and Developments

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.
  10:30am PT
Mass Mutual

Big Plans for Small Businesses

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
  9:30am PT
NY Life

Cybersecurity Risk for Retirement Plans

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 […]

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