Private Investments in 401(k)s

Francis Investment Counsel

The defined contribution plan is evolving. With the recent Executive Order from the Trump Administration providing more room for private investments in 401(k) plans, plan sponsors are weighing the advantages and disadvantages of these alternatives. 

This webinar brings together legal, investment advisory, and asset management experts in a roundtable discussion to explore the practical and regulatory considerations in adding private assets to 401(k) plan menus. Attendees will gain insight into structuring these offerings, understanding fiduciary responsibilities, as well as understanding and evaluating product innovations.

SPEAKERS: 

Marcia Wagner - Founder and Managing Partner of Wagner Law Group, one of the nation's largest and most highly regarded boutique law firms, specializing in ERISA, employee benefits, executive compensation, employment, labor, human resources, personal law (estate planning and family), and investment management law.

James Ryder - VP at State Street Investment Management and an Investment Strategist within the Defined Contribution team. He is responsible for representing State Street Investment Management's DC investment strategies, supporting current relationships, and expanding State Street Investment Management's DC initiative.

Neal Loftus - Principal at Apollo Global Management, specializing in alternatives.

Jon Nolan - Principal and VP of Investment Consulting at Francis LLC. A member of the investment consulting team, Jon provides guidance to plan sponsors in all things retirement planning, including investment performance monitoring, asset allocation optimization, and plan benchmarking.

More Information, How to Register