SageView's Plan Sponsor webinar series features industry experts sharing valuable insights and trends affecting retirement plans, participants and the overall economy. 



Voice of the American Worker

Voice of the American Worker

A discussion on financial wellness in the workplace

Speakers:

Kerry Woods, VP, Participant Education and Engagement, SageView Advisory Group

Jacquelyn Reardon, VP, Head of Client Experience for Retirement, Franklin Templeton


October 3, 2023


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SECURE 2.0 Q&A

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


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<br data-mce-bogus="1">SECURE 2.0: What you need to know


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


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Now and Next: Inflation and the Economy

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


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ESG Investing in Retirement Plans

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


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Washington Pulse: Practical and Tactical Actions for Plan Sponsors

Washington Pulse: Practical and Tactical Actions for Plan Sponsors

Addressing new and proposed regulatory and legislative directives from the new administration, including potential tax changes and SECURE 2.0.


Speakers:

John Carl, Founder / President, Retirement Learning Center


Susan Hajek, Retirement Plan Consultant, SageView Advisory Group


March 25, 2021


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Recognizing and Addressing Racial Inequalities in Financial Wellness

Recognizing and Addressing Racial Inequalities in Financial Wellness

Exploring differences by race and ethnicity across budgeting, debt, savings, protection and financial confidence


Speakers:

Sarah Raposo, Ph.D, Director of Behavioral Research, Fidelity Investments


Lisa Garcia, AIF, CPFA, Retirement Plan Consultant, SageView Advisory Group


April 20, 2021


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MIT Age Lab

MIT Age Lab

Evolving  workspace


Speakers:

John Diehl, CFP

Senior Vice President, Hartford Funds


December 3, 2020


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<p class="">ERISA Fee Litigation

ERISA Fee Litigation

Recent cases, rulings, and trends: what they mean for your retirement program


Speakers from Faegre Drinker Biddle & Reath LLP:

Fred Reish, Partner


Michael A. Valerio, Partner


Kimberly Jones, Partner


Glenn Merten, Partner


September 8, 2020

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