WEBCASTS

Retirement Plan Trends: What keeps Plan Sponsors up at night?

Retirement Plan Trends: What keeps Plan Sponsors up at night?

Do you want to reduce the risks that come with plan management and improve participants’ outcomes?

Interest in delegating authority to a third party as a 3(38) investment fiduciary is increasing especially in the Mid-Market. A big challenge is that delegation means many different things and multiple labels and structures are grouped under the term. And, though fiduciary risk cannot be completely eliminated, Mercer’s suite of solutions can help DC Plan sponsors manage risk and potentially sleep better.

Achieving Better Retirement Outcomes for Participants

Achieving Better Retirement Outcomes for Participants

Learn about NEW retirement income services available to plan sponsors leveraging academic research and interactive technology to help retirees make their savings last 2-7 years longer. The innovative service combines education with personalized reports to engage participants before they retire.

The “KEY” to Fiduciary Freedom: 3(38) & 3(16)

The “KEY” to Fiduciary Freedom: 3(38) & 3(16)

Join Larry Deatherage, Principal and Co-Founder at Retirement Benefits Group, David Donaldson, President at ERISA Smart, and Andrew Miller, Director of Product Development at Principal Financial Group as they discuss the different options available for reducing your liabilities and responsibilities as a plan sponsor. During this webcast we will explore the keys to fiduciary freedom from the perspective of a financial advisor with over 25 years of retirement plan consulting experience, a former Department of Labor Investigator, and a senior manager responsible for product development at one of the largest providers in the country.

Using Employee Data to Select an Optimal Default: Where Can Managed Accounts Fit?

Using Employee Data to Select an Optimal Default: Where Can Managed Accounts Fit?

Plan sponsors have the responsibility to select a default investment solution that meets the needs of their diverse workforce. Meeting individual retirement needs can be a challenging proposition, but with a managed account option, employees can access personalized, and professionally-managed investment advice as well as tailored savings and retirement age advice. Although a managed accounts service can be an optimal solution for helping many employees reach their retirement goals, plan sponsors often struggle to justify the additional cost associated with the service. Morningstar Investment Management LLC has recently developed a framework that leverages employee and plan data to quantitatively determine the value of managed accounts for a specific plan.

2018 Staying Ahead of the Curve - Retirement Plan Trends & Updates

2018 Staying Ahead of the Curve – Retirement Plan Trends & Updates

In a very special forum—free and exclusively for plan sponsors—the editors of PLANSPONSOR and PLANADVISER magazines invite you to join industry experts, including one of the nation’s leading institutional investment consultants, one of the largest and most successful asset managers, and one of the nation’s top benefits attorney.

Innovations in Financial Wellness:  A Fresh Look at Health Savings Accounts & Decumulation

Innovations in Financial Wellness: A Fresh Look at Health Savings Accounts & Decumulation

This webcast will discuss innovation and the world of financial wellness, including how Health Savings Accounts are becoming a part of the retirement conversation. The session will also cover how the combination of innovative DC plan design and investment solutions can help meet the unique objectives of participants approaching or in retirement.

2018 Retirement Plan Trends and Retirement Security ~ An Inflection Point

2018 Retirement Plan Trends and Retirement Security ~ An Inflection Point

In a very special forum—free and exclusively for plan sponsors—the editors of PLANSPONSOR and PLANADVISER magazines invite you to join industry experts, including one of the nation’s leading institutional investment consultants, one of the largest and most successful retirement plan record-keepers & asset managers, and one of the nation’s top benefits attorney.

2018 Retirement Plan Trends and Regulatory Updates

2018 Retirement Plan Trends and Regulatory Updates

In a very special forum—free and exclusively for plan sponsors—the editors of PLANSPONSOR and PLANADVISER magazines invite you to join industry experts, including one of the nation’s leading institutional investment consultants, one of the largest and most successful retirement plan record-keepers & asset managers, and one of the nation’s top benefits attorney.

Innovating to Address the Unarticulated Needs of Participants

Innovating to Address the Unarticulated Needs of Participants

As participants age, their financial needs and contexts evolve. While early-career participants may be treated as a more homogenous group, late-career participants’ situations become more unique and more complex. However, many participants are not aware of exactly what their changing retirement planning needs are. In the spirit of seeking better outcomes, we ought to consider how to meet these often unarticulated needs. That’s what innovation is all about.

Staying Ahead of the Curve 2018 retirement plan trends

Staying Ahead of the Curve 2018 retirement plan trends

In a very special forum—free and exclusively for plan sponsors—the editors of PLANSPONSOR and PLANADVISER magazines invite you to join industry experts, including one of the nation’s leading institutional investment consultants, one of the largest and most successful asset manager/retirement plan record-keepers, and one of the nation’s top benefits attorney.

Actions DC Plans Can Take Today

Actions DC Plans Can Take Today

Today’s defined contribution (DC) plan sponsors face a myriad of priorities, responsibilities, and decisions in day-to-day plan administration. Sometimes high-impact strategic actions are pushed aside by the routine, but necessary, responsibilities the plan sponsor must fulfill every day. How do you prioritize? Plan sponsors may benefit from understanding the most important actions they can take today that can have the greatest positive impact on plan participants.

Simplicity is Sophistication When Contemplating Retirement Income

Simplicity is Sophistication When Contemplating Retirement Income

There is a wide spectrum of choice when it comes to adding a retirement income solution to a defined contribution (DC) plan. The key to ensuring successful retirement outcomes for DC plan participants is largely dependent on their ability to understand the solutions available to them. Join PLANSPONSOR and industry experts for the webcast Simplicity is Sophistication When Contemplating Retirement Income.

Dynamic Defaults: The Future of Default Investing?

Dynamic Defaults: The Future of Default Investing?

Target-date funds have become one of the most common default investment offerings in defined contribution plans today, but they’re not perfect. TDFs can be a less expensive, one-size-fits-all solution. Research shows that more personalized solutions like managed accounts may potentially improve chances for helping participants reaching their financial goals, but they often come at a higher cost. A hybrid, dynamic solution can offer a combination of the two. Please join Morningstar Investment Management LLC speakers David Blanchett, Head of Retirement Research and Daniel Bruns, Product Manager, Large Plan Practice, as they explore:

•The potential benefits of a dynamic investment approach
•Which types of plans and participants dynamic investment approaches tend to be best suited for
•The possible advantages and disadvantages of both TDFs and managed accounts

Health, Wealth and the Future of Retirement

Health, Wealth and the Future of Retirement

Many employers are exploring ways to integrate healthcare savings with retirement plan savings. Learn how to address this trend and navigate the convergence of health and wealth.