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Webcasts  >  Upcoming   |   Recorded
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View More fi360 Webcasts and Conferences

Bridging the Gap from Workplace Retirement Savings to Personalized Advice

fi360

June 29, 2021
Recorded Online
Webcast

The Pension Protection Act of 2006 and subsequent Department of Labor QDIA rules opened the door for a selection of prescribed default solutions for retirement plan participants. The clear winner since then has largely been target date funds due to their simplicity and availability across multiple platforms. However, retirement plan sponsors and participants have long desired more personalized investment strategies that better reflect their specific goals, preferences, and financial situations.

 Over the past few years, there have been numerous technological developments that have made it possible for financial advisors to deliver truly customized investment allocations and retirement planning advice to defined contribution plan participants at scale across multiple platforms.

Moderator:   Ashish Shrestha, Dimensional’s Head of Advisor Defined Contribution Group

Presenters: 

  • Mathieu Pellerin, PhD, Researcher with Dimensional
  • Julie Varga, Vice President, Investment and Product Specialist with Morningstar

 This webinar is accepted by Fi360, IWI and CFP Board for one hour of continuing education.

More Information, How to Register

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