• planadviser-logo
  • search icon
Subscribe to GC Magazine
Subscribe to Planadviser Magazine

Past Webcasts

June 6, 2017

Growing your practice: Providing 529 plan benefits to 401(k) clients and prospects

Just like saving for a secure retirement, 401(k) plan participants also dream of their children’s bright future. For many, that includes helping them get a college education. With higher education costs rising every year, there’s no better time for DC plan sponsors to consider adding a 529 college savings plan to their employee benefits package. This presentation arms retirement plan advisors with ideas and resources to help them discuss corporate 529 plans with their 401(k) clients and prospects.

June 13, 2017

Fine-Tuning Fixed Income Options in DC Plans Webcast

For the past decade, domestic intermediate term bonds have been supported by strong credit markets in the U.S1. Consequently, core bond funds have been widely popular and solid investment options for defined contribution plan participants. Yet we believe plan sponsors, as fiduciaries, and their advisors should consider the potential impact of changing market conditions on participants.The panelists will discuss the fundamental drivers of fixed income investments and how supplementing core bond allocations with lesser known domestic and international fixed income strategies could potentially generate yield without taking on too much additional risk.


Effective benchmarking to show value for price

Advisors continually need to refine their skills to adapt to the pressures of competition and industry regulations. Benchmarking can be a powerful tool to provide transparency and show advisor value for price. Christine Cushman from the Nationwide Advanced Consulting Group and David Witz, CEO of Fiduciary Risk Assessment LLC and PlanTools LLC, will join us to discuss some common advisor questions. This webcast is for plan advisers only.

May 23, 2017

Target Date Fund Evolution: What It Means to Be Dynamic

Target date funds have historically relied on diversification to manage risk, though time has shown there are limits to the effectiveness of diversification as a risk mitigation strategy. Some funds have turned to “dynamic” strategies, but what does “dynamic” really mean? Join us as we explore static vs. dynamic, the differences among some of these dynamic strategies, and how advisors can incorporate dynamic investing to address impending DOL regulations and help more employees retire on time.

December 13, 2016

Should You Borrow for a Lower-Risk Tomorrow?

Low interest rates and steadily increasing PBGC premiums have created an opportunity for companies to pursue a borrow-to-fund strategy aimed at reducing pension risk and creating shareholder value. Many sponsors of underfunded plans can borrow at attractive rates today, contribute the proceeds to their plans, and diminish or eliminate pension deficits and variable PBGC premiums. Join us for an up-to-date perspective on the economic rationale and considerations of this approach in light of an overall pension risk-reduction strategy.

December 6, 2016

How to continue to differentiate your retirement plan services post-DOL rule

As the retirement industry continues to evolve, we anticipate that more firms will allow advisors to deliver basic 3(21) fiduciary services vs. education-only services. But this shift will likely make it more difficult for today's specialists to differentiate based upon their ability to serve in a co-fiduciary capacity. Plan design, governance, and operational assistance will become more difficult for these new advisors to master. This webcast explores how today's specialists can position and scale their non-investment related services.

November 17, 2016

Strengthen Your Practice With Financial Wellness

Financial wellness has gone from buzzword to essential business element for employers and the retirement plan advisers who work with them. Join ADP Retirement Services and T. Rowe Price for the Strengthen Your Practice With Financial Wellness webcast and learn how financial wellness can help differentiate your business.

November 15, 2016

Collective investment trusts: Understanding the myths and facts

Gain insight with an overview of CITs, top reasons why plan sponsors should consider them, and answers to common misperceptions about CITs. This CE webcast will feature industry experts including a consultant's perspective on CITs and how to overcome objections from plan sponsors.

November 2, 2016

Sustainable Investing For Your DC Plan

Are you aware that you can allow your participants to make a positive social and/or environmental impact through your DC plan? We refer to this approach as Sustainable Investing which can allow investors to make a positive impact without sacrificing competitive potential performance opportunity.

October 6, 2016

The New Diversification

The Ascensus Trends webcast will reveal some interesting behaviors from millions of savers across retirement, health savings and college savings plans.

September 29, 2016

Innovation Retirement Solutions:Targeting Income as the Outcome

Join us for an in-depth look at the market's paradigm shift toward creating sustainable income as an outcome of the retirement planning process. We will discuss how to help people make decisions about retirement planning earlier, so they move from thinking about retirement as a singular event to realizing it's a life stage—one for which they need to make long-term income choices. We'll also take a look at the latest innovations and successes in custom solutions that can help improve retirement outcomes for both plan sponsors and participants.

August 25, 2016

Decoding the Fiduciary Rule for Retirement Advisors

In the more than four months since the industry received the final version of the Department of Labor's (DOL) “conflict of interest” rule to expand the definition of “fiduciary” under the Employee Retirement Income Security Act of 1974 (ERISA), much has been written and discussed. However, many retirement plan advisers are still trying to determine what it means for their clients and their practices, especially as they confront provisions that require additional guidance.

June 29, 2016

Stable Value Versus Money Market as a Capital Preservation Option: How They Stack Up

During this one-hour webcast, MetLife addressed through a detailed comparison of stable value and money market funds why now may be a prudent time for your plan sponsor-clients to reconsider the appropriateness of a money market fund (MMF) in their defined contribution (DC) plan's lineup. This session is particularly timely in light of the U.S. Securities and Exchange Commission's MMF reform, set to take effect in October 2016, and recent litigation involving plan sponsors that could impact their fiduciary duty when selecting a capital preservation option.

June 28, 2016

Marketing and Prospecting Your Adviser Practice

As varied as advisory practices can be, so are their goals and ways of getting new clients, handling publicity and finding expertise. While many retirement plan advisers rely strictly on referrals to grow their business, others turn to marketing either to attract new plan sponsor clients or to create greater brand awareness. Marketing can be outsourced formally, done in-house or managed through some other arrangement, such as by an affiliated company.

June 9, 2016

The Active/Passive Decision in Plan Menu Selection

Join the editors of PLANSPONSOR and PLANADVISER as we convene a panel of defined contribution (DC) industry veterans: a representative of a large plan sponsor, one of the nation’s top benefits attorneys and a leading asset manager. They will discuss the shift in thought about active vs. passive menu options.

June 1, 2016

Ask the Experts: The DOL Fiduciary Rule

Almost two months have passed since the Department of Labor (DOL) published the final version of its “conflict of interest” rule to expand the definition of “fiduciary” under the Employee Retirement Income Security Act of 1974 (ERISA). Already, much has been written and discussed about the new regulation. Many retirement plan advisers are still trying to determine what it means for their clients and their practices, especially as they confront provisions that require additional guidance.

April 26, 2016

DC Decision: Money Market Reform and its Impact on Retirement Plans

Are your clients prepared for money market reform? New Securities and Exchange Commission rules that further regulate money market mutual funds are set to go into effect this October. Find out what you and plan sponsors need to know about money market reform and its potential impact on DC plans. Learn about key SEC Reforms, their impact on plan administration and how stable value funds fit into the picture so you can help their plan sponsors adjust to changing regulations.