On Demand Webinar
The Secret Role Investment Manager Selection Plays in 401(k) Plans
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The 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 plan decision-makers may not realize the wildly important, yet severely misunderstood role manager selection plays in their participant’s retirement readiness.
In this webinar, Zachary Allen, CFA, delves into the crucial yet often overlooked role of investment manager selection. He provides 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.
TOPICS COVERED IN THIS WEBINAR:
#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
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ABOUT THE PRESENTER
Zachary Allen, CFA, Chief Investment Officer of Pension Consultants, Inc.
Zachary Allen, CFA is PCI’s Chief Investment Officer and President of RetireAdvisers℠. 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 RetireAdvisers℠.