Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / Spring TX)

Definiti logo

Qualified Plan Administrator

Clark Schaefer Hackett
(Cincinnati OH / Miamisburg OH / Columbus OH)

Clark Schaefer Hackett logo

Distribution Specialist

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More Francis Investment Counsel Webcasts and Conferences

Basics of Managed Accounts

Francis Investment Counsel

Nov. 20, 2019
Recorded Online
Webcast

As interest in offering investment advice to plan participants grows, it’s important to understand the benefits and drawbacks of offerings such as managed accounts. Learn the basics in this episode of the Fiduciary Advice @ Work podcast.

Understanding the Basics of Managed Accounts

In this episode, we talk through the basics of managed accounts, including:

  • Why there is growing interest in offering investment advice to plan participants
  • How managed accounts compare and contrast to target retirement date funds
  • The advantages and drawbacks of managed accounts that plan sponsors need to understand

Presenters:

  • Anne Loppnow, Business Development Consultant, Francis Investment Counsel, LLC
  • Cliff Dunteman, CFA, Vice President, Investment Consulting Services, Francis Investment Counsel, LLC
  • Edward Mcilveen, CFA, Director of Research, Francis Investment Counsel, LLC

More Information, How to Register

© 2020 BenefitsLink.com, Inc.