What’s Changing in DC Plan Investment Menu Design

This session will give an overview of how plan sponsors are evolving their investment menus in response to regulation, litigation and participant behavior—considering costs, simplification and outcomes. You’ll hear what other plan sponsors are doing, getting peer-tested ideas you can discuss with your investment or plan committee. Learn what’s worth acting on now and what to monitor; what is adding value for participants; and what might just be adding unnecessary complexity.

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Private Markets in DC Plans

This session will cover what alternative assets may already be in your plan; whether you should consider adding more private equity, private credit or real assets; and, if so, via what vehicles they should be implemented. Panelists will outline how plan sponsors can monitor and benchmark these asset classes and the six factors outlined by the Department of Labor for making a fiduciary investment evaluation. Speakers will also discuss what protections or challenges the guidance creates for meeting fiduciary standards for all investment selections.

Sponsored by

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Participant Personalization in Investment Menus

Get a picture of the role of managed accounts, personalized target-date funds, dynamic QDIAs, tailored balanced funds, advice solutions and artificial intelligence-enabled tools implemented within or as a complement to DC plan investment menus. Learn how to balance personalization with cost, fiduciary risks and investment oversight and how to measure success of personalization efforts.

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This session will give an overview of how plan sponsors are evolving their investment menus in response to regulation, litigation and participant behavior—considering costs, simplification and outcomes. You’ll hear what other plan sponsors are doing, getting peer-tested ideas you can discuss with your investment or plan committee. Learn what’s worth acting on now and what to monitor; what is adding value for participants; and what might just be adding unnecessary complexity.

Moderator
Sean Kelly, Senior Vice President, Financial Adviser, Heffernan Financial

Panelists
Sean Bjork, Senior Vice President, HUB Retirement and Wealth Management
Adelia Soremekun, Senior Director, Total Rewards, The Jackson Laboratory
Greg Ungerman, Senior Vice President, Defined Contribution Practice Leader, Callan

This session will cover what alternative assets may already be in your plan; whether you should consider adding more private equity, private credit or real assets; and, if so, via what vehicles they should be implemented. Panelists will outline how plan sponsors can monitor and benchmark these asset classes and the six factors outlined by the Department of Labor for making a fiduciary investment evaluation. Speakers will also discuss what protections or challenges the guidance creates for meeting fiduciary standards for all investment selections.

Moderator
John Bartlett, Director of Retirement Services, CFS Investment Advisory Services, LLC

Panelists
Lisa Gomez, Founding Member, LMG Collaborative Consulting Solutions
Marianne Sullivan, Senior Advisor, Research, DCIIA
Holly Verdeyen, US Defined Contribution Leader, Marsh

Sponsored by

Get a picture of the role of managed accounts, personalized target-date funds, dynamic QDIAs, tailored balanced funds, advice solutions and artificial intelligence-enabled tools implemented within or as a complement to DC plan investment menus. Learn how to balance personalization with cost, fiduciary risks and investment oversight and how to measure success of personalization efforts.

Moderator
Rebecca Moore, Managing Editor, Custom Content, PLANSPONSOR

Panelists
Chris Bailey, Director, Retirement, Cerulli
Patrick G. Donnelly, Investment Director, Defined Contribution & Wealth Management, Retirement & Investment Solutions, CBIZ Investment Advisory Services, LLC
Chuck Williams, CEO, Finspire