2018 Strategic Retirement: 3 Hot Topics for Retirement Plan Sponsors
Forefront Waltham Conference Center 404 Wyman Street Waltham, MA 02451
Thursday, March 01, 2018, 8:30 AM - 11:30 AM EDT
Category: Global Benefits
Cost: $170 members; $220 non-members
Register or call 781-684-8700 for assistance.
3 Hot Topics for Retirement Plan Sponsors The Capital Markets, Recent Litigation & Committee Practices
Retirement Plan Committees – and the fiduciaries that comprise their membership – find themselves exercising decisions against the backdrop of heightened fiduciary scrutiny and unprecedented capital markets.
This program provides valuable context for any individual that touches a plan sponsor’s fiduciary oversight process. Gain the perspectives of both the plan sponsor and consultant community as practical approaches are provided to address the following:
- The plan structure, fee, and investment menu areas targeted by recent lawsuits against corporate and non‐profit plan sponsors.
- Steps that plan sponsors can take to ensure that their plan design and decision-making processes are consistent with the industry’s “best practices.”
- Committee oversight of the capital markets; to include historical context, current environment, outlook for the future, and implications for Committee‐level decisions.
- Fund menu design that balances participant behaviors and market opportunities.
Speakers:
Robert DiFabio – Director of Benefits, North America Human Resources, Waters Corporation
Michael Goss – Executive Vice President, Fiduciary Investment Advisors (FIA)
Marc Fandetti, CFA, CFP – Director / Senior Investment Consultant, P‐Solve
NEEBC programs may qualify for CEBS continuing professional education (CPE) credit. Participants must determine if the program aligns with "CEBS Content Domain."
Contact: [email protected]
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