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Showing videos with the topic “Fiduciary 101”.
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Christa Louthan, Assistant Chief HR Officer at the Oklahoma State University shares the process they undertook to consolidate recordkeepers, streamline investments and create a consolidated retirement "brand" across the university system - all while effectively engaging participants through focus groups and other communication initiatives.
Kristina Hooper, US Investment Strategist, Allianz Global Investors, discusses the rising interest rate environment and the importance of ongoing fiduciary due diligence.
Emily Wrightson, Consultant at Cammack Retirement Group, shares best practices and current trends in retirement plan programs.
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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