Voice of the American Workplace
Great expectations: Aligning on workplace benefits
SageView partnered with Franklin Templeton for a presentation on the Voice of the American Workplace, an annual survey that takes the pulse of workers and employers across the US to understand valuable insights on the shifts and solutions needed to deliver better financial outcomes to employees.
Speakers:
- Jacquelyn Reardon, Head of US Marketing, Franklin Templeton
- Kerry Tapia, VP, Participant Education and Engagement, SageView Advisory Group
October 10, 2024
SECURE 2.0 Practical Implications for 2024 and Beyond
From Roth contributions, to RMDs and student loans, there are far-reaching changes in SECURE 2.0.
Speakers:
- Jeff Petrone, Managing Director, SageView Advisory Group
- Bonnie Treichel, Chief Solutions Officer, Endeavor Retirement
December 5, 2023
SECURE 2.0 Q&A
A discussion on the key provisions affecting retirement plans
Speakers:
- Nichole Labott, Managing Director, SageView Advisory Group
- Fred Reish, Esq., Faegre Drinker Biddle & Reath LLP
- Megan Hladilek, Esq., Faegre Drinker Biddle & Reath LLP
- Brad Campbell, Esq., Faegre Drinker Biddle & Reath LLP
May 3, 2023
SECURE 2.0: What You Need to Know
A detailed look about how SECURE 2.0 may affect your retirement plan
Speakers:
- Jonathan St. Clair, Chief Fiduciary Officer and Managing Director, SageView Advisory Group
- Sarah N. Lowe, Partner, Frost Brown Todd
- Caroline N. Renner, Associate, Frost Brown Todd
January 23, 2023
Now and Next: Inflation and the Economy
A Two-Part Series Evaluating the Impact of Inflation on Recession Risk and Retirement Readiness
Speakers:
- David Lebovitz, MBA, Global Market Strategist, J.P. Morgan Asset Management
- Lindsay Rosner, CFA, Principal and Portfolio Manager, PGIM
- Cait Dourney, CFA, Head of Business Cycle Analysis, Fidelity Investments
- Russ Koesterich, CFA, JD, Managing Director, BlackRock
May 17 and May 24, 2022
ESG Investing in Retirement Plans
What does the future hold for Plan Sponsors?
Speakers:
- Megan Fielding, Senior Director, Responsible Investing, Nuveen Investments
- Mark Forkey, Senior Investment Advisor, SageView Advisory Group
- Erik Sirri, Professor, Associate Dean of Faculty, Babson College
- Sharon Remmer, Senior Benefits Attorney
- Stephen Popper, Managing Director, SageView Advisory Group
May 19, 2021