Plan sponsors continue to grapple with practical and fiduciary uncertainties around the appropriate level and kind of investment advice they offer to participants. This persists even as they get to select from an even wider range of communication tools, many now personalized for their Millennial, baby boomer, and near-retiree participants. Concerns regarding the continuation and timing of the DOL fiduciary rule are top of mind for ERISA counsel, record keepers, and plan executives—as they strive to meet plan participants’ needs for more specialized and more personalized advice. Some plans offer digital and mobile tools; others find many participants—regardless of age—continue to want one-on-one personal advice.
Jen will moderate a panel of retirement experts who will weigh in on these issues and more in the session, Delivering Investment Advice Isn’t Easy, at Pensions & Investments’ East Coast Defined Contribution Conference.
The two-day conference is geared toward helping plan sponsor executives continue to navigate the evolving landscape of investment, fiduciary, and operational imperatives in the management of their defined contribution plans.
Date: Monday, March 20, 2017
Time: 4:15–5:15 P.M.
Location: The National Doral Hotel, Miami, Florida