Insights & News

401(k)/403(b) Pensions & Investments Conference

May 1, 2018 and May 3, 2018
9:40 a.m. - 10:20 a.m.

Dallas and New York City

The 401(k)/403(b) Investment Lineup will provide a closed-door setting for valuable peer-to-peer brainstorming and education. Utilizing an agenda crafted BY plan sponsors, FOR plan sponsors, numerous overarching and interconnected themes will be examined.

  • Governance and the evolving role of the plan sponsor as fiduciary;
  • Investment offerings to mitigate the lower-return environment expected in the years ahead; and,
  • The latest thinking on optimal ways to effectively and responsibly deliver retirement income.
Emphasizing real-world experiences and relatable outcomes, senior investment officers, along with their trusted advisors, will debate the vast array of issues and offerings to derive practical solutions. This, in turn, will allow all stakeholders to better serve plan participants and maximize their retirement outcomes at a time when DC plans represent, for most, the sole form of employee-sponsored retirement benefit.

What You Don't Know Can Hurt You: Governance and the Evolving Role of DC Plan Sponsor as Fiduciary
May 1, 9:40 a.m. - 10:20 a.m., Dallas
May 3, 9:40 a.m. - 10:20 a.m., New Your City

George Michael Gerstein
Co-chair, fiduciary governance group


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