Regardless of a bear or bull market, DC and DB plan investment committee oversight is crucial. While there are obvious differences in the structures of these plans, they are more alike than most people recognize. To meet the evolving retirement income needs of plan participants, DC plans may eventually borrow from the strengths of DB plans. Is your investment committee structured for success in meeting the long-term needs of your plan and its participants?
Join us at noon on Thursday, March 21st for networking, lunch, and an informative presentation by Terry Bilkey, CFA, Senior Consultant and co-founder of BilkeyKatz Investment Consultants, and Emily Costin, Partner at Alston & Bird LLP, who will address key topics including:
- Investment Committee best practices
- DC and DB investment vehicle considerations and similarities
- Litigation trends
- Excessive fees (administrative fees, investment fees, prohibited transactions)
- Employer Stock
- Use of Robo-advisors / internet-based investment advisors
- Actuarial factors (DB plans)
WEB-NY thanks OppenheimerFunds, local sponsor of this program, as well as our national sponsor, Businessolver. Your support is much appreciated.
NEW! WEB-NY now offering WebEx meeting option.
Alston & Bird
90 Park Avenue (btw. 39th and 40th Streets) 15th floor
New York, New York
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