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Lost at Sea: Popular ERISA Safe Harbor Features Expose Defined-Contribution Participants to Increased Levels of Risk

fi360

Jan. 21, 2021
2:00 pm ET
Webcast

Popular ERISA features inadvertently expose participants to increased levels of investment risk and retirement insecurity. In addition, investment defaults, commonly known as QDIAs, have promoted a one-size-fits-all investment approach. This presentation explores how this situation evolved and the importance of changing this mind-set and trajectory. Next, we explore alternatives available to provide plan participants the support and direction needed to ensure appropriate retirement income planning and investment decision-making. Lastly, we look at the steps plan committees can take to assess and implement these solutions.

Join Dan Long and Andy Larson as they explore this changing situation and alternatives available to plan participants. Attendees will be provided with the steps plan committees can take to assess and implement these solutions.

Presenters:

  • Dan Long, QPFC, AIF®, Relationship Manager, Retirement Solutions at DoubleLine Group LP
  • Andy Larson, Director at Retirement Learning Center

More Information, How to Register

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