Aimee O’Connor, CFP®
Senior Vice President
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. Presented by consultants Aimee O’Connor, CFP® and Lauren Cellucci, CIMA®, and research analyst Colleen Flannery, 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:
View each episode in the player below — use the upper-right list icon to access a specific presentation.
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This legislative update covers the Secure Act 2.0, provides an update on the Department of Labor’s enforcement of its
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