Secure Choice Stewardship: Emerging Defined Contribution Opportunities

July 13, 2016 | Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner, David H. Smith, CFA, Managing Director, Kweku Obed, CFA, CAIA, Managing Director

One of the newer developments in the defined contribution world, several states have established retirement savings plans for workers lacking access to employer-sponsored plans — and another 20 are exploring their adoption. With secure choice programs, fiduciaries have unprecedented opportunities to place segments of the U.S. workforce on a steadier path towards retirement readiness.

Please join us for the second webinar in our defined contribution guidance series, a discussion on secure choice stewardship. This session will cover key topics from our recently published paper, Secure Choice: The Next Chapter in the U.S. Defined Contribution Story.

Attendees will be briefed on:

  • Three top traits of secure choice programs
  • Evolving DC best practices
  • Three secure choice fiduciary duty priorities
  • The security and choice call to action  

 


Live Webinar – Thursday, September 15, 2016 – 2:00-2:45 PM CT

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

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

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

Get to Know Greg

David H. Smith, CFA
Managing Director

Get to Know David

Kweku Obed, CFA, CAIA
Managing Director

Get to Know Kweku

Related Content

07.06.2020

Financial Factors in Selecting Plan Investments Proposed Rule

On June 23rd, 2020, the U.S. Department of Labor released a proposal to amend certain fiduciary regulation around the consideration of…

06.29.2020

Sustainable Investing in a Post-COVID World

Defined as an unpredictable occurrence that is beyond the scope of normal expectations, a black swan event is rare and…

06.01.2020

Don’t Mind the Gap

On the surface it looks disjointed. We are in the midst of what is likely the worst recession since the…

05.22.2020

Brighter Lights at the End of a Shorter Tunnel

Biotech company Moderna’s announcement earlier this week that its coronavirus vaccine successfully helped healthy adults produce antibodies against COVID-19 sent…

05.11.2020

Is It Game Over for Value Stocks?

Over the last ten years, growth stocks have outperformed value stocks by an average 5.3% per year, and the differential…

04.24.2020

The Slow Road to Recovery: Phase Four Relief Stimulus in Context

The $484 billion latest coronavirus relief stimulus package passed through the Senate on Tuesday (April 21st), passed through the House…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >