Many plan sponsors are passing through fire as a result of the economic impact of COVID-19, and are trying to move forward in a new normal. While the recent singeing is still current in memory, it is essential that plan sponsors take steps to insulate their plans from the problems they may have incurred during this time of trial. There is a clear opportunity for plan advisers and sponsors to turn the challenges being faced into opportunities for improvement.
Learn how plan advisors can help plans sponsors to take steps to evolve their level of fiduciary governance by incorporating a Chief Governance Officer (CGO) and new ways to measure plan success to help promote better participant outcomes.
This webinar is part of MassMutual Investments’ PlanChampion program, established to help Plan Advisers’ efforts to attract, grow, and retain clients.
For purposes of this webinar, plan advisers is defined as the service financial professionals provide to defined contribution plans as fiduciaries under ERISA 3(21) or 3(38) only, even though the financial professional may offer other services outside of their investment advisory role.
Mark Cover is the Head of Defined Contribution Investment Only (DCIO) Field Sales at MassMutual. In this role, Mark manages MassMutual’s external wholesalers who work directly with retirement-focused advisors and recordkeeper wholesalers. Prior to...
John Carl is Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management...