Defined Contribution Plan Stewardship: History & Opportunities

March 19, 2015 | Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner, Kweku Obed, CFA, CAIA, Managing Director

Defined contribution (DC) plans have grown to become the most commonly used employer-sponsored retirement savings vehicle in the U.S. — and fiduciary duty guidance is rapidly evolving as well. Please join us for a discussion on defined contribution plan stewardship with Greg Leonberger, director of research, and Kweku Obed, senior investment consultant. Key topics from our popular DC white paper, Defined Contribution Plans: A Look at the Past, Present & Future, will be covered.

Attendees will be briefed on:

  • The growth of defined contribution plans
  • Best practices evolution & the PPA as catalyst
  • Behavioral finance & the fiduciary duty of investment choice simplification
  • The robust governance & monitoring imperative

A question and answer session will follow.


Live Webinar – Tuesday, March 31, 2015 – 1:00-1:45 PM CT

Presenters: Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner; Kweku Obed, CFA, CAIA, Senior Vice President 

Who should attend: DC plan sponsors (current & future), investment managers

 

Please contact us for access to this presentation. 

Greg Leonberger, FSA, EA, MAAA
Director of Research, Managing Partner

Get to Know Greg

Kweku Obed, CFA, CAIA
Managing Director

Get to Know Kweku

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