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, […]

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.

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.

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 […]

This presentation builds awareness around the different challenges women face saving for retirement. Attendees will learn strategies of how to help guide their clients to overcome these challenges and better prepare a successful retirement.

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 […]

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.

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