WEDNESDAY AUGUST 7TH @ 2:00 PM CST

The Secret Role Investment Manager Selection Plays in 401(k) Plans

ABOUT THE WEBINAR

Secret Role Investment Manager Selection Plays in 401(k) Plans

Do you know the significant power investment managers wield in your 401(k) plan’s investment performance? Despite the weight of fiduciary investment decisions, many decision makers/committee members may not realize the wildly important, yet severely misunderstood role manager selection plays in their participant’s retirement readiness.

Join us on August 7th at 2 PM for an illuminating webinar where we delve into the crucial yet often overlooked role of investment manager selection in 401(k) plans. Hosted by PCI’s Chief Investment Officer, Zachary Allen, CFA, this session will provide valuable insights for retirement plan fiduciary committee members who want to optimize their organization’s 401(k) investment lineups to help participants get on track for retirement.

 

At Pension Consultants, Inc. (PCI), we believe that the added investment performance from successful manager selection can significantly enhance participants’ retirement readiness, yet too few American workers are ready. Tune in to uncover the secret role investment manager selection plays in 401(k) plans and how to leverage it to benefit your company and participants.

KEY TOPICS

#1

The Role of Investment Performance in Retirement Readiness

#2

The Purpose of Manager Selection in 401(k) Plan Investment Lineups

#3

The History and Track Record of Manager Selection

#4

Current Trends in Manager Selection

#5

What It Takes to Succeed in Manager Selection

PRESENTER

Zachary Allen, CFA, Chief Investment Officer of Pension Consultants, Inc.

Zachary Allen, CFA is PCI’s Chief Investment Officer and President of RetireAdvisersSM. Zach is a CFA charter holder and sits on PCI’s Investment Committee. Since joining the firm in 2014, Zach has played key roles in several areas of PCI’s business, including Operations, Investment Services, and RetireAdvisersSM.

Webinar Preview

Familiarize yourself with the concepts presented in the webinar by reading our companion article, The Secret Role Manager Selection Plays in 401(k) Plans.