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.

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

 

Please contact us for access to this presentation.