Retirement Basics Video Series

March 30, 2021 | Aimee O’Connor, CFP®, Partner, Lauren Cellucci, CIMA®, Partner

This video series is intended for plan sponsors and fiduciaries and covers a variety of topics related to creating and managing effective defined contribution investment programs. Co-presented by members of our consulting and research teams, these videos present the basics of retirement plans for trustees and investment staff in an educational format meant to provide guidance and insights on best practices and trends in the industry.

The series includes:

• Fiduciary Checklist, an overview of the roles and responsibilities of fiduciaries including planning, oversight, communication, and documentation;
• Defined Contribution Topics & Trends, industry trends and recent developments and guidance from the Department of Labor;
• Investment Lineup Best Practices, considerations and guidance for selecting investment lineup offerings for retirement plans;
• Target Date Funds, a deep dive into TDFs, from structure and glidepaths to why target date funds have become so popular; and
• Stable Value Funds, an overview of stable value, exploring structure, important considerations, and recent litigation.

View each episode in the player below — use the upper-right list icon to access a specific presentation.

For more information, questions, or feedback, please send us an email.