Secure Choice Stewardship: Emerging Defined Contribution Opportunities

July 13, 2016 | Greg Leonberger, FSA, EA, MAAA, FCA, Partner, Director of Research, Dave Smith, CFA, Partner, Kweku Obed, CFA, CAIA, Partner

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

Please contact us for access to this video.

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

Get to Know Greg

Dave Smith, CFA
Partner

Get to Know David

Kweku Obed, CFA, CAIA
Partner

Get to Know Kweku

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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