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.
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.
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 […]
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.
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.
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, […]
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 […]
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 […]
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 […]
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.