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.
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 […]
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 […]
Dangerous Indexing Investing Myths – It’s time to dispel significant myths around indexing investing
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 […]
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.
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.
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 […]
The 401(k) Fiduciary Summit has now hosted over 1,200 individuals for various topics.