2020 has brought its fair share of challenges for plan sponsors. Given the volatile markets, rampant unemployment, and new legislation, plan sponsors are facing an unexpected and unprecedented environment that will affect them and their participants for years to come.
How long will the challenges brought on by COVID-19 last? And more importantly, what should plan sponsors be considering for the second half of the year—and beyond—to be well positioned?
In this webinar recording, CAPTRUST Director and Defined Contribution Practice Leader Jennifer Doss, Senior Director of Retirement Services Phyllis Klein, and Financial Advisor Jim Edwards discuss:
How plan sponsors can provide ways to improve participant financial wellness
The effects of recent legislation, including the SECURE Act, on retirement income
How managed accounts and target date funds have fared
Legal Notice
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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