Webinar: Plan Progress: Measuring the Success of Your DC Plan by PLANSPONSOR

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About This Webinar

For years, defined contribution (DC) plan success was measured by participation rates. Then savings rates were introduced as a metric. Most recently, measuring plan participant outcomes, or retirement readiness, has been stressed as an important success metric. All these things and other factors contribute to the success of a DC plan.

Join PLANSPONSOR, and industry sources and a plan sponsor for a webinar in which they will discuss:
Metrics plan sponsors should use to gauge the success of their DC plans;
Ways to measure participant outcomes, or retirement readiness; and
Information available to help plan sponsors measure DC plan success.

Presenters

Rebecca Moore

Managing Editor-Digital, PLANSPONSOR

Stephanie Hunt

Retirement Plan Consultant, OneDigital Retirement + Wealth

Stephanie works with employers to build strong, effective retirement programs, through consultation on plan design, investment line-up development and monitoring, plan pricing, governance and fiduciary practices, administration and development, and execution of employee engagement programs. Stephanie has concentrated her career in the investment and retirement plan industry and her team was recognized as the PLANSPONSOR 2019 Retirement Plan Adviser Small Team of the Year. Stephanie earned her Bachelor of Business Administration degree in Finance from Georgia Southern University.

Daniel J. Peluse

Executive Director - Wintrust Retirement Benefits Advisors

Daniel J. Peluse joined Wintrust in 2013 as Director of Retirement Plan Services and has been working in the financial services industry since 2001. He began his career at Morgan Stanley Smith Barney, where he specialized in retirement plans—specifically in the areas of Defined Contribution and Defined Benefit plans.

Dan has been recognized for multiple honors by PLANSPONSOR Magazine, including being named a finalist for ‘Retirement Plan Adviser of the Year’ (2014, 2015, 2016, 2017 & 2019), one of five finalists for ‘Retirement Plan Adviser Team of the Year’ (2011), as well as one of their ‘Top 100 Advisers’ from 2010-2019.

Dan graduated from Elmhurst College with a degree in Finance and has earned the designation of Certified 401(k) Professional (C(k)P) from The Retirement Advisor University and the Anderson School of Management at UCLA, Chartered Retirement Plan Specialist (CRPS) from the College of Financial Planning, Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies, and Certified Behavioral Finance (CBFA) Analyst through Allianz Investments and Professor Shlomo Benartzi of the Anderson School of Management at UCLA. Dan most recently has attained the Certified Health Savings Advisor (CHSA) designation as well. Dan holds FINRA Series 7, 63, and 65 Licenses, as well as Life and Health Insurance Licenses.

Brian O'keefe

Vice President of Research and Surveys, ISS Media

Brian O’Keefe leads the market research/surveys team supporting the PLANSPONSOR, PLANADVISER, and CIO brands. In this role, he manages the collection and analysis of industry data covering the retirement and asset management industries. Over his 30 year career, he has helped organizations transform institutional data and instructed information/knowledge into the actionable insight that improves business outcomes. Prior to joining PLANSPONSOR in 2010, Mr. O’Keefe worked for Fidelity Investments, where he spent more than 3 years leading the institutional retirement market insights team. O’Keefe has a bachelor of science (BS) degree in mathematics from the University of Notre Dame, and a master of business administration (MBA) degree in finance from Babson College.