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The evolution of retirement plans

May 16, 2019 @ 1:00 pm - 2:00 pm EDT


Participants of the live webinar will be eligible for 1 free CPE credit.

Investing best practices and current trends


Over the last decade, several factors have influenced the evolution of retirement plan investing. Fees, savings rates, market volatility and income replacement are all gaining much attention. As the investing landscape changes, plan fiduciaries and stewards should continually evaluate the approach to designing their company’s plan investment menus.

Join us to learn about the latest investing trends, the rationale behind them and best practices to building an investment menu for your employees.

Topics covered include:

  • Retirement industry trends
  • Menu efficiency
  • Qualified default investment alternatives
  • Target date funds
  • Passive versus active investing
  • Fee transparency and revenue sharing
  • Collective investment trusts
  • In-plan income solutions

Learning objectives
By the end of this webcast, participants will be able to:

  • Discuss the current retirement industry trends that have influenced the evolution of retirement plans
  • Discuss the current investment landscape and approaches to designing investment menus
  • Identify changes that have taken place or are on the verge of being implemented that employers should be prepared to address

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Specialized knowledge and applications| CPE: 1.0 credits


May 16, 2019
1:00 pm - 2:00 pm
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Field of Study
Specialized Knowledge

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