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Retirement Plan Advisers Prepare For 2021

InvestmentNews

Nov. 10, 2020
Recorded Online
Webcast

Following an unprecedented year, plan participants face unique challenges with rising healthcare costs on top of financial uncertainty. This webcast will focus on how RPAs can help participants wade through the challenges they will face in the year ahead and prepare them for financial security beyond. Moderated by InvestmentNews Chief Content Officer George Moriarty, the panel will include American Century Investments’ Glen Dial Vice President of Retirement Strategy, Jason Roberts, Founder and CEO of the Pension Resource Institute, and Greg Ungerman, DC Consulting Lead at Callan, LLC.

The topics discussed will include:

  • The urgency for sponsors to revisit suitability of TDFs. Volatility has forced unemployment and involuntary early retirement on participants. How does that reality shape the TDF glide plan?
  • Why retirement plan advisers need to return to the basics of fiduciary monitoring.
  • Planning for healthcare. It’s the big variable and RPAs need to take the lessons of 2020 to better prepare the participants.

More Information, How to Register

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