Bridging the Gap from Workplace Retirement Savings to Personalized Advice

Ashish Shrestha, Head of Advisor Defined Contribution Group and Vice President (Moderator)

Julie Varga, Vice President, Investment and Product Specialist

Mathieu Pellerin, PhD, Researcher

June 29, 2021

The Pension Protection Act of 2006 and subsequent Department of Labor QDIA rules opened the door for a selection of prescribed default solutions for retirement plan participants. The clear winner since then has largely been target date funds due to their simplicity and availability across multiple platforms. However, retirement plan sponsors and participants have long desired more personalized investment strategies that better reflect their specific goals, preferences, and financial situations. Over the past few years, there have been numerous technological developments that have made it possible for financial advisors to deliver truly customized investment allocations and retirement planning advice to defined contribution plan participants at scale across multiple platforms.

Join moderator Ashish Shrestha, Dimensional’s Head of Advisor Defined Contribution Group and presenters Mathieu Pellerin, PhD, Researcher with Dimensional and Julie Varga, Vice President, Investment and Product Specialist with Morningstar as they discuss the latest advancements in offering personalized advice to retirement plan participants.

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