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2018 Strategic Retirement: 3 Hot Topics for Retirement Plan Sponsors
Forefront Conference Center
404 Wyman Street
Waltham, MA 02451
Thursday, March 01, 2018, 8:30 AM - 11:30 AM EST
Category: Events

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: kerry@neebc.org