Staying Ahead of the Curve

Ideas and Insights to Help Build a Better Retirement and Financial System

Showing our 403(b) Curriculum video library.

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Workforce Data Analytics and How They Apply to Retirement Programs

Christopher Moore, CEO of ZeroedIn Technologies, discusses how using technology and data science can help organizations make better informed decisions, add value, and improve the quality of their employees' workforce life cycle.

Delivering Plan Outcomes

Emily Wrightson, Director, Cammack Retirement Group, shares some of the trends she's seeing among plan sponsors, including the shift from an investment focus to a more holistic look at retirement plans, as well as the emphasis on data protection, equitable participant fees, benchmarking, and data mining to target specific groups of participants.

The Pulse on Tax Reform

Elizabeth (Beth) Bell, Tax Counsel, U.S. Senate, discusses the shift in legislative focus towards tax reform and what that could potentially mean for retirement plans, including "rothification."

The RIA and Financial Advisor Landscape - An Update on the Latest Trends

Rich DeSalvo, President of Richard DeSalvo Consulting, LLC shares the latest trends as they relate to the RIA and financial advisor landscape.

An Update on the Global Defined Contribution Marketplace

Matthew O'Hara, PhD, CFA, Managing Director at BlackRock, discusses the global defined contribution marketplace.

An Update on the Retirement Landscape

Tim Rouse, Executive Director, the SPARK Institute, shares an update on the retirement plan landscape.

The Use of Direct Real Estate and Less Liquid Investments in DC Plans

Jennifer Perkins, Co-President of the Defined Contribution Real Estate Council (DCREC), discusses the use of direct real estate and less liquid investments in defined contribution retirement plans.

A Look at Tax Reform and its Potential Impact on Retirement Programs

Elizabeth (Beth) Bell, Tax Counsel at U.S. Senate, Senator Benjamin Cardin's (D-MD) Office, discusses the ongoing, bi-partisan interest in tax reform and what it could mean for retirement programs.

Addressing the Appropriateness of Target Date Funds

Joseph C. Flaherty, Jr., Chief Investment Risk Officer, MFS Investment Management & Denise Burns, CFA, Vice President & Head of Investments, Cammack Retirement Group discuss the appropriateness of target date funds.

A Look at the United Kingdom Pension System

Charlotte Clark, Director of Private Pensions and Stewardship at the Department for Work and Pensions (DWP) discusses the United Kingdom Pension System and how it differs from the U.S. Model.



Note: This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.

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