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Participant Services & Operations Coordinator Pentegra
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3(16) Retirement Plan & Customer Liaison Compass
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Spectrum Pension Consultants (part of Daybright Financial)
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| 1. |
Broadridge Fi360 Solutions
Jan. 6, 2023
38 pages. "Retirement savings plans were created to help the masses live long lives in relative prosperity after they've stopped working. With fewer defined benefit plans available and lifespans increasing, concerns around running out of income in retirement have meaningfully increased. This handbook was created to help expand retirement plan participants' access to, and consideration of, retirement income solutions."
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| 2. |
Broadridge Fi360 Solutions
June 9, 2022
46 presentation slides. Topics: [1] The latest guidance on cybersecurity for qualified retirement plans; [2] Tips for hiring a plan service provider; [3] Cybersecurity program best practices for qualified retirement plans; and [4] The role of the financial advisor in cybersecurity.
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| 3. |
Broadridge Fi360 Solutions
Nov. 21, 2021
26 presentation slides, Nov. 18, 2021. "Hundreds of ERISA cases filed in last decade ... Ways to analyze changing fiduciary contours ... 2016 saw novel claims tested in court ... Five years later ... Intensive review of 91 'excessive fee' ERISA class-actions ... Key Takeaways for advisors."
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| 4. |
401(k) Specialist
Nov. 4, 2021
"Broadridge Fi360 Solutions, data provider Cannex, and Fiduciary Insurance Services have teamed to initiate a Lifetime Income consortium to promote the need for guaranteed income options within retirement plans.... Asked about how it differs from the Alliance for Lifetime Income, Faustino said ... '[W]e're more plan-centric and focus on addressing roadblocks to adoption outside of just execution ... Our consortium will be ... focused on accelerating the adoption of retirement income through employer-based plans.' "
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| 5. |
Broadridge Fi360 Solutions
Mar. 22, 2021
25 presentation slides. Topics: [1] The current state of annuity product types; [2] State of the market of DC annuities -- from a regulatory and operational perspective; [3] Products available and in development, Methods for evaluating annuities; [4] Determining when to include annuities in plan; [5] Placing plan annuities in context of broader financial planning; and [6] Predictions on how the institutional annuity space may evolve.
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