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.

Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.

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The Evolving QDIA Landscape: What Defined Contribution Professionals Should Know

Presenters: John Leonard, Vice President, National DC Practice Leader, OppenheimerFunds and Bryan A. Martinez, Senior Vice President, Managed Account Sales, Fidelity Investments

Moderated by: Rich Lynch, Director, Fi360

November 05, 2018

Qualified Default Investment Alternatives (QDIA) in defined contribution (DC) plans have evolved toward enhanced customization aimed at helping participants build more savings over time. Managed Accounts may be the next step in the evolution bringing personalized, professional investment management to 401(k) participants.  This presentation highlights current market trends, potential advantages, key considerations and results when utilizing Managed Accounts as a QDIA.

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How Mandatory Force-Outs Turned into a Fiduciary Concern

Presenters: Jeff Linkowski, Director of Sales, FPS Trust and Mark Koeppen, SVP, Strategic Rollovers, FPS Trust

Moderated by Blaine Aikin, Executive Chairman, Fi360

October 16, 2018

The mandatory force-out used to be an administrative afterthought.  Use what the record keeper offered and move on.  As with everything, change is inevitable and the competition for auto rollovers from the mandatory force-out process has created pricing and service pressure that fiduciaries now need to evaluate.  We discuss key factors fiduciaries need to consider when evaluating auto rollover service providers.  Auto rollovers and ancillary items are covered under several Fi360 prudent practices.

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Aligning ESG Investments and Trends with Participant Values

Presenter: Edward Farrington, Executive Vice President, Retirement Strategies, Natixis Investment Managers

Moderator: Blaine Aikin, Executive Chairman, Fi360

September 20, 2018

ESG investing saw a 33 percent growth of professionally managed assets -- to $8.72 trillion -- from 2014 to 2016 alone. By the year 2025, 75% of the workforce will be millennials. And this population sees ESG investing as a powerful incentive to invest more for retirement by knowing their investments are doing social good.

What does this mean for advisors? The trends in sustainable investing offer an opportunity for advisors to implement ESG investing into their practice. This presentation educates advisors about ESG investing, the growth trends and investor demands. Times are changing and so are the attitudes of plan participants – and millennials who will be the workforce of tomorrow.  

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