Webinars
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Put Your Best Fund Forward: Research-Backed Strategies to Improve Retirement Plans
David Blanchett, Head of Retirement Research, Morningstar Investment Management
July 29, 2020
David Blanchett, Head of Retirement Research for Morningstar Investment Management, walks through some of Morningstar’s latest defined contribution research. During this presentation, David covers:
-How core menu size impacts participant investment decisions
-Best practices for selecting and monitoring plan investments
-The drawbacks of mixing target-date funds with other plan investment options
-How demographics and fund attributes can drive acceptance of the default investment
Download Webinar Slides
Additional Resources:
Bigger Is Better - Defined Contribution Menu Choices With Plan Defaults
Keep Your Distance - 401(k) Participant Investment Behaviors (So Far) During the
COVID-19 Crisis
Which Default Investment Is the Stickiest?
Mixed Target-Date Fund Investors - Is There a Method to the Madness?
The Growing Appeal of CITs in Retirement Plans
Aron Szapiro, Director of Policy Research, Morningstar
Lucian Marinescu, CFA, Portfolio Manager, Morningstar
July 22, 2020
In recent years, we’ve seen collective investment trusts (CITs) steadily increase their market share due to lower fees and generally lower costs when compared to mutual funds. New legislation may soon allow for CITs to become available to 403(b) plans, which would potentially aid in their continued growth. With this in mind, plan sponsors must consider the unique needs of their participants when selecting a glide path. In this webinar, we will discuss:
• An overview of the proposed bill allowing 403(b) plans to invest in CITs
• Target-date performance throughout the Coronavirus pandemic
• How to select an appropriate glide path
• The value of incorporating plan demographic data into the selection process
Download Webinar Slides
Watch
Market Intelligence: A comprehensive review of today’s investment landscape
Emily R. Roland, CIMA, Co-Chief Investment Strategist, John Hancock Investment Management
July 16, 2020
Learn how the trends taking place in today’s markets may affect your practice. Emily Roland presents an award-winning look across key markets and asset classes, leveraging the insight of dozens of asset managers and investment research firms from John Hancock Investment Management’s dedicated in-house research team.
Download Webinar Slides - First Half
Download Webinar Slides - Second Half
Watch
A Deep Dive Into Planning for the Client with a Disability
Watch
Retirement Firm M&A: What You Need to Know
Watch
Cash Balance Plans: The Smart Choice for Successful Business Owners
Watch
Understanding a Limited Scope Audit & What Can Go Wrong
Watch
ESG Integration Best Practices
Watch
Rabbi Trusts Benefits Features and Key Considerations
Watch
Stable Value: Why This Time is Different
Watch
Financial Inclusion for People with Disabilities and Caregivers
Watch
Investing Amid a Crisis
Watch
2020 CEFEX General Meeting DAY 2
Watch
2020 CEFEX General Meeting DAY 1
Watch
How to Build Your Reputation: Survey Findings and Implications
Watch
A Fiduciary Guide to the CARES and SECURE Acts
Watch
The Fiduciary’s Role in the Rebirth of a Tribal Nation
Watch
Artificial Intelligence Fiduciary: Automate All Things Ordinary, So You Can Be Extraordinary
Watch
Competitive & Compliant Strategies for Growth
Watch
Serving as Fiduciary for Nonprofits and Foundations
Watch
To MEP or Not to MEP, That Is the Question
Watch
Advisor Considerations for HSAs and ERISA
Watch
RIA Disclosures: Form CRS/ADV Part 3, Share Class Disclosures, and More
Watch
The SEC’s Investment Adviser Interpretation and Reg BI: The (Partial) Convergence for RIAs and Broker-Dealers
Watch
Reg BI and Other Trends for Fiduciary and Professionalism
Watch
2020 State of the Fiduciary
Watch
Market Perspectives for Fiduciaries
Watch
Proving Prudence & Participant Loyalty: A Plan Committee Defends Itself
Watch
The Advisor Perspective on HSAs
Watch
Step 4 of the Fiduciary Process: Monitoring the Client Engagement
Watch
Will Policymakers’ Vision for the Fiduciary Standard Be 20/20 in 2020?
Watch
HSAs – How advisors can help connect health and wealth
Watch
Step 3 of the Fiduciary Process: Implementing the Investment Strategy
Watch
Regulating Conflicted Advice: Is The Rulemaking Process Working?
Watch
Step 2 of the Fiduciary Process: Formalizing the Investment Strategy
Watch
What Crayola Color of 3(16) Does Your Vendor Provide
Watch
Step 1 of the Fiduciary Process: Organizing the Client Engagement
Watch
Latest ERISA Court Actions Offer New Guidance to Fiduciary Practitioners
Watch
Leveraging Tools & Technology to Scale Fiduciary Processes
Watch
Introducing the Latest Update to Fi360’s Prudent Practices
Watch
Demystifying Providing Advisory and Planning Services to Women
Watch
Fiduciary Year in Review: What Advisors Need to Know about the Evolving Fiduciary Landscape
Watch
The Evolving QDIA Landscape: What Defined Contribution Professionals Should Know
Watch
How Mandatory Force-Outs Turned into a Fiduciary Concern
Watch
Aligning ESG Investments and Trends with Participant Values
Watch
Understanding the causes of 401(k) litigation and how to avoid a lawsuit
Watch
How much is your reputation worth?
Watch
An Introduction to the Fiduciary Standard and Fiduciary Principles
Watch
How to Build Portfolios using ETFs and Index Products
Watch
Is the Fiduciary Standard Being Dismembered or Strengthened?
Watch
Step 4 of the Fiduciary Process: Monitoring the Client Engagement
Watch
The Regulatory Outlook for 2018 and the Impact on Advisors
Watch
Step 3 of the Fiduciary Process: Implementing the Investment Strategy
Watch
Behavioral Finance - How Participants Make Decisions
Watch
Regulators, the Courts and the Fiduciary Standard: What’s Happened, What’s Happening, What’s Next
Watch
Designee Coaching Call: Fees, Services, and a Prudent Process for IRA Rollovers
Watch
Exploring the Expanding Universe of Investment Products
Watch
The HSA Opportunity for Retirement Advisors
Watch
Complying with Impartial Conduct Standards under the DOL’s Fiduciary Rule
Watch
Theory in Action: Asset Manager Solutions to Address the Retirement Income Challenge
Watch
DOL Fiduciary Rule Finds New Life in Rule Extension
Watch
Filling the Void in Guaranteed Retirement Income
Watch
The Regulators are Setting Their 2017 Priorities. Are You?
Watch
The Continuing Fiduciary Trend and How the AIF Designation Fits In
Watch
2016 a Huuuuge Year for the Fiduciary Standard
Watch
IRA Rollover Fee Study Early Insights
Watch
What the Upcoming Election Means for Advisors
Watch
Research Trends for Recordkeepers Webinar
Watch
Gaining a fiduciary edge with AIF Training & Designation - Principal
Watch
Putting the investment policy statement at the center of your fiduciary process
Watch
Cybersecurity: What advisors need to know about protecting data
Watch
Fiduciary Focus – Collective Investment Trusts Capturing Assets and Attention
Watch
Fee Benchmarker Demo – Benchmarking Your Advisory Fees and Services for 401(k) Plans
Watch
Compensation, conflicts, and best practices under the DOL’s Fiduciary Rule
Watch
DOL Fiduciary Rule and Putting Investors First
Watch
Rethinking Target Date Funds: Who Needs Them and How to Compare Them
Watch
The DOL’s Fiduciary Rule: What’s in it and what does it mean for advisors?
Watch
Social Security and Why We Truly May Be Facing a Retirement Crisis
Watch
Keeping Your Mind on Money While Listening to Matters of the Heart: Fiduciary Heuristics for ESG Inv
Watch
The Fiduciary Year in Review
Watch
Understanding Reasonableness and Using Benchmarking to Avoid the Race to the Bottom
Watch
An Update on the DOL’s Fiduciary Rule Proposal
Watch
Viewing healthcare through a finance and a fiduciary lens
Watch
Understanding Risk from a Fiduciary and Behavioral Standpoint
Watch
Fiduciary Essentials for DC Plans: Why You Should Consider Training for Your Plan Sponsor Clients
Watch
NQDC in the “Real World”
Watch
Why maintaining the IPS is the most important duty a fiduciary performs
Watch
The New Fiduciary Proposal…It’s out and we’re talking about it
Watch
ERISA Litigation and Enforcement: The Role of the Independent Fiduciary and Best Practices for Finan
Watch
The Seven Core Principles Every Fiduciary Should Know and Follow
Watch
Managing Client Expectations using an Investment Policy Statement
Watch
Benchmarking & Demonstrating Value in the Age of Reasonableness
Watch
Advisor Payments and Conflicts of Interest
Watch
Understanding and Using the CRFP (Consultants Review of Fiduciary Practices)
Watch
The Case for Rethinking TDFs as QDIAs
Watch
A Fiduciary Approach to Conflicts of Interest and Risk Governance
Watch
The Fiscal Cliff and what advisors need to know
Watch
Disclosures, Duties and Traps: What You Need to Know to Act Now
Watch
