Evolution of the DC Plan Menu

GENERAL SESSION | 1:00 p.m. - 1:50 p.m. ET

Plan sponsor directed investment offerings have experienced many innovative changes over the past few years due to the passage of legislation such as the SECURE Act and CARES Act. Improved portability, benefit responsiveness, and fiduciary protections for plan sponsors offer a greater opportunity to explore in-plan guarantee investment solutions within their respective core investment line-ups.

This session will explore various investment options – active vs passive, ESG, managed accounts, stable value/fixed income solutions, in-plan guaranteed investment options, TDFs – and the pros and cons of each. Learn about strategies and communication techniques that plan sponsors can employ to enhance plan design and investments for participants, especially those near retirement.

Speakers:

  • Moderator: Rob Boehmer, Executive Officer, State of Nevada
  • Panelist: David Ireland, Senior Managing Director, State Street Global Advisors
  • Panelist: Jim Licato, Vice President, Product Management, Retirement & Workplace Solutions. Morningstar Investment Management LLC
  • Panelist: Christine Stokes, Head of Institutional and Retirement L&D, Nuveen

CE Credits: 1 CPE, 1 CFP, 1 InFRE CRC, 0 SHRM PDCs 

Learning Objectives:

  1. Review the history and evolution of the defined contribution retirement plan menu.
  2. Learn the pros and cons of various investment options.
  3. Learn strategies and communication techniques that plan sponsors can use to enhance plan design and investments for participants. 

 

Session Resources
View Recording
Download Presentation
CE Survey

Course Details