TBA, Boston, MA, USA

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Event Date Thu Nov 21 EST (almost 2 years ago)
Location TBA
Boston, MA, USA
Region Americas

With 70% of 401(k) assets still in single-asset class core options, many DC plan participants are not reaping the rewards of professional management. For participants investing in the core menu, the average number of funds used is only 2.5, indicating a significant lack of diversification. We’ll review evidence that typical core menu approach isn’t working as well as it could.


2019 Speakers

Michael Finke, PhD
Professor, Wealth Management and Frank M. Engle Distinguished Chair in Economic Security, The American College, Financial Services

John Galateria
Head, North America Institutional,Invesco US

Greg Jenkins, CFA
Head of Institutional DC, Managing Director, Invesco US

Fred Reish, JD
Partner/Chair, Financial Services ERISA Team & Chair, Retirement Income Team, Drinker Biddle and Reath