Past Webcasts

May 30, 2017

How Financial Wellness Programs Benefit Both Employees & Employers

Did you know that 7 out of 10 human resources professionals say financial problems impact employee performance 1 while 55% of 401(k) participants say they avoid dealing with their financial situation because they feel it is out of control? 2 As a result, Financial Wellness is one of the fastest growing employee benefit features in the country. Join Linda Windust, Benefits Manager for Check Point Software Technologies and Diana Tsoi, Deputy Director of Administration at JCYC, along with their financial advisor Blake Thibault of Heffernan Financial Services, to learn more about how their partnerships with industry-leaders GRP Advisor Alliance and Financial Finesse have helped them implement robust institutional financial wellness programs that focus on targeted personalized education to their employees while eliminating financial stress. The call will focus on how each company, were able to identify the need for financial wellness and the positive business impacts that results from offering them.

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April 25, 2017

Carrots, Sticks, Nudges and Other Ways to Improve Participant Outcomes in Defined Contribution Plans

When it comes to improving participant outcomes, getting employees enrolled in your retirement plan is a great first step. However, there are infinite ways that plan sponsors can fine-tune their plans, from optimizing default strategies and rethinking the core menu to implementing innovative features designed to boost savings. Join Morningstar Investment Management LLC professionals as they explore specific ways you can help drive better participant outcomes through plan enhancements. Session Takeaways:Trends in retirement plan design, which are helpful and which are hurtfulHow to take your plan defaults to the next levelThe consolidation of core menus and how to improve yoursMorningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc.

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April 18, 2017

Implementing DC Best Practices in Today’s Fiduciary Landscape

As plan sponsors continue monitoring and evaluating their defined contribution (DC) plans in the face of evolving fiduciary regulation and litigation, it's important that they consider solutions that can bring about the best outcomes for participants.And to achieve this in today's fiduciary environment, many are looking to outsource to a trusted fiduciary partner with the expertise to help plan sponsors tap into current best practices in plan design, investments and implementation.Please join Plan Advisory Services' Michael Barry and Russell Investments' Josh Cohen as they discuss the current fiduciary landscape and trends in the implementation of QDIAs and investment line-ups in DC plans and related fiduciary responsibilities. The webcast will also include a discussion on ERISA 3(21) and 3(38) – two different ways plan sponsors can assign certain elements of fiduciary responsibility to a retirement plan advisor.This webcast is for plan sponsors, plan advisors and consultants only. Russell Investments' ownership is composed of a majority stake held by TA Associates with minority stakes held by Reverence Capital Partners and Russell Investments' management.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL brand".Copyright © 2017 Russell Investments. All rights reserved.First used March 2017   AI-25315-10-18

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March 9, 2017

Stay Ahead of the Curve – What You Need to Know in 2017: Prominent DC, DB and NQ Retirement Plan Trends...

This Week: Join us for a special forum, FREE and exclusively for plan sponsors, the editors of PLANSPONSOR and PLANADVISER magazines invite you to join the country's top industry experts in their fields —an institutional investment consultant, an asset manager and a benefits attorney—for an in depth discussion on:The Changing Formula: Building for retirement in a low-return worldImpact of low returns on participants and plan sponsorsMitigating that impact through plan designInvestment strategies – target-date funds and smart betaReal assets – strategic completion fundsObservable Legal and Regulatory Trends. Macro Defined Contribution/Defined Benefit / Non-qualified Plan Trends in …Fee allocationsPlan designsInvestment menusRequest-for-Proposal and Benchmarking Trends and ResultsThis webcast is for plan sponsors only.

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February 16, 2017

A Dynamic QDIA: A modern evolution to target-date investing

Research shows that as participants near retirement their need for advice and customization increases. A dynamic qualified default investment alternative (QDIA) is a solution that can integrate the benefits of a target-date fund (TDF) with those of a managed account to provide customization when participants need it most.

December 13, 2016

Should You Borrow for a Lower-Risk Tomorrow?

Low interest rates and steadily increasing PBGC premiums have created an opportunity for companies to pursue a borrow-to-fund strategy aimed at reducing pension risk and creating shareholder value. Many sponsors of underfunded plans can borrow at attractive rates today, contribute the proceeds to their plans, and diminish or eliminate pension deficits and variable PBGC premiums. Join us for an up-to-date perspective on the economic rationale and considerations of this approach in light of an overall pension risk-reduction strategy.

November 10, 2016

Custom Qualified Default Investment Solutions

For many American workers, the defined contribution (DC) plan has become their primary source of retirement savings. Still, many will be ill-prepared to meet their income needs, post-retirement. The primary reasons for this are that plan participants fail to save enough and they have behavioral biases that lead to poor outcomes before and after they retire.

October 27, 2016

Helping Participants Save in the Digital Age

PLANSPONSOR has teamed up with the all new Voya Behavioral Finance Institute for Innovation to tackle the latest challenge facing all plan sponsors. How are you helping your employees save in the digital age?

November 2, 2016

Sustainable Investing For Your DC Plan

Are you aware that you can allow your participants to make a positive social and/or environmental impact through your DC plan? We refer to this approach as Sustainable Investing which can allow investors to make a positive impact without sacrificing competitive potential performance opportunity.

October 20, 2016

Financial Wellness in Action

Financial wellness has evolved tremendously over the last 18 months. Suddenly we are seeing many recordkeeping firms and investment managers all offering free financial wellness programs.

October 13, 2016

"Easy Wins" for DC Plan Design: What We Can Do Better Now

Today's active regulatory and litigation environment, combined with the ongoing search for the perfect post-retirement solution, has contributed to a "wait-and-see" mentality in the DC industry. But what incremental changes to plan design and investment choices can be made today to help plan participants increase future retirement success? And what is the level of effort needed for such changes?

October 4, 2016

Lifetime Income for Defined Contribution Plans: A Path Forward

In a very special forum—free and exclusively for plan sponsors—the editors of PLANSPONSOR and PLANADVISER magazines invite you to join them and two industry experts who will discuss: Recent findings from MetLife's new Lifetime Income Poll, which assessed plan sponsors' awareness of, and knowledge about, the important strides the U.S. Departments of Labor (DOL) and Treasury have made in recent years, and are contemplating for the future, to strengthen Americans' retirement security through lifetime income.; and Plan sponsors' current perspectives about the core purpose of a defined contribution (DC) plan, including considerations and best practices for delivering income solutions to plan participants.

September 20, 2016

DC Plans Can Achieve More

Ten years since passage of the Pension Protection Act (PPA), and six since Northern Trust Asset Management's first Path Forward, one thing is clear: Defined contribution (DC) plans can still achieve more.

June 23, 2016

Breaking Through the Clutter, and Other Prominent DC, DB and NQ Retirement Plan Trends

In a very special forum—free and exclusively for plan sponsors—the editors of PLANSPONSOR and PLANADVISER magazines gathered with a panel of industry experts—including one of the nation’s leading institutional investment consultants, one of its largest and most successful retirement plan recordkeepers and one of its top benefits attorneys—to discuss: * Motivating communication strategies * Engaging Boomers and Millennials * Six plan actions to drive better retirement outcomes * Legal and regulatory trends * Macro trends in defined contribution/defined benefit/nonqualified plans * Requests for proposal and benchmarking trends and results * Fee allocation trends * Plan redesign trends * Investment menu trends

June 9, 2016

The Active/Passive Decision in Plan Menu Selection

The editors of PLANSPONSOR and PLANADVISER convened a panel of defined contribution (DC) industry veterans: a representative of a large plan sponsor, one of the nation’s top benefits attorneys and a leading asset manager. They discussed the shift in thought about active vs. passive menu options.

May 17, 2016

Integrating Behavioral Finance into DC Plans

This discussion will explore how behavioral finance can be integrated into a DC plan to addresses various participant needs and behavioral constraints. We will take a closer look at how participants have reacted to the recent market volatility - in particular, how target date funds and other options on the menu might impact their ability to reach their retirement goals. We will also explore what retirement income options should be included in the plan. Can a single income solution sufficiently address the majority of participant needs?

May 10, 2016

Will Health Care Costs be a Roadblock to Retirement?

Health care costs in retirement may pose a significant risk to retirement readiness for employees. What can employers do to help? In this webinar sponsored by PNC Retirement Solutions℠, learn about the current landscape of health care costs in retirement and how employers can help put their employees on a path to achieve retirement readiness.

May 5, 2016

Risk, longevity and income: It’s time to ask the right questions about target date funds

Join BlackRock's Amy Whitelaw, Head of US Index Asset Allocation, Russell Investments' John Greves, Portfolio Manager, Multi-Asset Solutions, Voya's Paul Zemsky, Chief Investment Officer, Multi-Asset Strategies and Solutions and Aon Hewitt's Bill Ryan, Associate Partner, Investment Consulting, as they discuss key considerations for plan sponsors as they evaluate their target date fund offerings to ensure they meet the needs of both active and retired participants.

December 8, 2015

Going passive is still an active decision for DC plan sponsors

Join Russell Investments’ Head of Institutional Defined Contribution, Josh Cohen, and Portfolio Manager John Greves, as well as Jamie Fleckner, partner in Goodwin Procter's Litigation Department and Chair of its ERISA Litigation Practice, as they provide practical insights to help you understand some of the fiduciary and investment considerations in selecting between active and passive DC investments, and help you make prudent decisions for the benefit of your participants.

November 17, 2015

Solving the Retirement Crisis

Register now, and take away five action items Morningstar Associates, LLC, believes can make a meaningful difference in your employees' future.

June 23, 2015

Helping Employees Live Their Best Financial Lives

Financial wellness has evolved from a buzzword to a reality and will likely grow more important in the future. The findings of the "2015 Workplace Benefits Report"* uncover many reasons to promote employee financial wellness. Perhaps the most persuasive is that helping employees improve their financial wellness can increase their productivity, loyalty, satisfaction and engagement—boosting the bottom line.

May 19, 2015

What DC Participants Want May Surprise You

Join us as Northern Trust highlights the results from the fifth edition of "The Path Forward," its defined contribution (DC) plan research series that combines the perspectives of three key DC stakeholders: plan sponsors, consultants and participants

May 5, 2015

How Can You Help Your Employees Retire?

You've read the recent headlines: Participants aren’t prepared. Employers aren’t confident. The message is clear—retirement is in trouble. But the path toward solving the problem isn't well-defined. How can plan sponsors assist employees who are unsure of their financial futures?

May 7, 2015

Financial Wellness as a Component of Retirement Education

Effectively educating participants cannot be narrowly defined as "retirement education,” but must be viewed more comprehensively—call it "financial wellness education." Armed with basic financial skills, most employees are better prepared to take on the multifaceted challenges of achieving retirement success.

March 3, 2015

Strengthen Your Foundation: Three Pillars for Plan Construction Success

The construction of a solid retirement plan lineup starts with the mix of fixed-income options you choose. Attend our live, interactive webcast to find out about an evaluation process designed to help you target the funds that best meet the needs and expectations of your participants.

February 26, 2015

Nonqualified Executive Benefit Survey Results: Key Drivers of Participant Engagement

This webcast will highlight our 2014 MullinTBG/PLANSPONSOR Executive Benefits Survey results, with a focus on identifying barriers to participant engagement—including the surprising and not so obvious—and how we can leverage new communication and education tools that take a more intuitive and simplified approach to positively influence behavior that can lead to more successful outcomes for participants and plan sponsors alike.

February 12, 2015

The Hopes, Fears and Reality of Retirement

According to a recent study sponsored by MassMutual, America's retirees overwhelmingly report that they are enjoying themselves and discovering that pre-retirement fears of boredom, financial insecurity and lacking purpose were largely unfounded.

December 11, 2014

Single Manager Risk: Why more DC sponsors are moving to multi-manager solutions

Join Russell Investment's Managing Director of Defined Contribution Josh Cohen and Chief Investment Officer (CIO) of Fixed Income Gerard Fitzpatrick, as well as Towers Watson's Senior Investment Consultant Sue Walton, as they provide insights on the growing trend among defined contribution plan sponsors to move to multi-manager and white label offerings for participants, and strategies for implementing these changes. The call will further focus on why the current bond market environment creates a perfect opportunity to consider these types of solutions for a DC plan menu.

November 24, 2014

The true core of your core bond strategy

Members of our fixed-income team have spotted a trend that you might find disturbing: A number of core bond funds seem to have boosted their total returns by dipping lower in credit quality—potentially adding considerable amounts of high-yield debt to retirement plan portfolios.

November 18, 2014

Raising the Bar – How the OCIO Model Improves DC Plan Management

The concerns associated with maintaining a defined contribution (DC) plan are just as great, if not greater than, those of a defined benefit (DB) plan or nonprofit endowment. Why then, as more institutional investors worldwide continue to take advantage of outsourced-CIO (OCIO) models and increased fiduciary partners, has the DC marketplace been the slowest of these groups to utilize this approach?

November 12, 2014

It’s All About the Outcome: Reframing DC Plan Design and Execution

Now is the time to redefine success in a defined contribution (DC) retirement program—aligning the objectives of plan sponsors and participants—to drive better outcomes. Accumulation is a key component of successful planning, but the conversation needs to then shift to emphasize income distribution.

Tuesday, October 29, 2013

Webcast: The Ideal DC Plan May Be Closer Than You Think

The defined contribution (DC) plan industry continues to seek ways to 1) motivate employees to participate in employer-sponsored retirement programs; 2) increase participants' ability to accumulate savings; and 3) help participants make better-informed decisions on how to appropriately allocate their investments...(Register now!)

Thursday, September 26, 2013

Webcast - Building Engagement: The Power of Listening

Every year, BlackRock surveys more than 1,000 participants and a broad range of plan sponsors to uncover their beliefs about defined contribution plans, retirement and retirement readiness.(Register now!)