Secure Choice Stewardship: Emerging Defined Contribution Opportunities

July 13, 2016 | Greg Leonberger, FSA, EA, MAAA, FCA, Director of Research, Managing Partner, Dave 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  

 

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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.