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