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 […]
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
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.
We will review the 2021 trends of recordkeeping and consolidation trends. The industry is rapidly evolving and we will discuss what the next 5-10 years may look like along with opportunities in the marketplace.
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 […]
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.
The financial services industry has changed during COVID and we will discuss the 5 trends for advisors post COVID.
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
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.
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 […]