Videos
Videos |
PLANSPONSOR Roadmap: Retirement Income – Social Security and Medicare
An expert will share what plan sponsors and participants need to know about Social Security and Medicare and the role...
Videos |
PLANSPONSOR Roadmap: Retirement Income – Incorporating Annuities in DC Plans
Learn about the fiduciary standards for selecting an annuity product and how to determine whether and which type of product...
Videos |
PLANSPONSOR Roadmap: Retirement Income – All About Annuities
An expert will explore the evolution of annuities and the features of different types of annuities in the marketplace. He...
Videos |
PLANSPONSOR Roadmap: Retirement Income – “Want” vs. “Use”
Surveys indicate that defined contribution retirement plan participants want products and investments that will help them create retirement income, especially...
Videos |
PLANSPONSOR Roadmap: Retirement Tier Investing – Documentation and Communication
Hear suggestions both for developing a communications strategy to engage participants in the retirement tier and for communicating about when,...
Videos |
PLANSPONSOR Roadmap: Retirement Tier Investing – Withdrawal Strategies
Experts will discuss the guidance and tools that plan sponsors can offer participants—systematic withdrawals, managed accounts, advice, annuities, etc.—for managing...
Videos |
PLANSPONSOR Roadmap: Retirement Tier Investing – “Retirement Class” TDFs
Learn what investment allocations are typically found in the “retirement” or “income” fund in a series of target-date-funds. Speakers will...
Videos |
PLANSPONSOR Roadmap: Retirement Tier Investing – Elements of a Retirement Tier
Experts will explore plan design elements, investment types, products and services that can comprise a retirement tier for retirement plan...
Videos |
PLANSPONSOR Roadmap: Health Plan Fiduciary Duties – Fiduciary Process Action Plan
Tips and information on how best to manage health benefit plan fiduciary duties—from creating committees to documenting processes to training...
Videos |
PLANSPONSOR Roadmap: Health Plan Fiduciary Duties – A PBM Process
Learn how to create an optimal process for overseeing pharmacy benefit spend—and understand what drives cost. Panelists discuss allegations in...
Videos |
PLANSPONSOR Roadmap: Health Plan Fiduciary Duties – Data and Documents
Panelists discuss why data, and access to data, are important to the fiduciary process for a health care plan, followed...