For Financial Professionals in the US
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European Equities: Will Inflation Be Transitory for Longer?
Questioning whether inflation will become more persistent and what this means for European equities.
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Why using traditional methods to assess the risks associated with certain diversifying fixed income categories may prove to be problematic.
A discussion of how certain fixed income categories can expose participants to unnecessary risk despite the diversification benefits they might provide.
A discussion of how to help ensure adequate diversification among the fixed income options included in plan menus.
Addressing the potential for overlap in retirement plan menus in the Core and Core-Plus fixed income categories.
Considering which asset classes should be represented in the international equity category for DC plan menus.
The importance of providing adequate diversification and drawdown strategies through retirement.
Finding the middle ground between too conservative and too aggressive in retirement plan menus.
How can plan sponsors communicate with participants to keep them engaged with their retirement plans?
Anticipating the next generation of potential fiduciary failures and lawsuits.
Exploring options for plan sponsors and business owners to help employees build up adequate savings.
2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.
How financial professionals can continue to add value for plan sponsors and business owners who choose to adopt PEPs.