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 […]

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, […]

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 […]

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 […]