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PANC 2020: Challenging Conventional Retirement Plan Wisdom

Tue, Sep 15, 2020 · 1:30 PM · Eastern Time (US & Canada)
About This Webinar

This session will provide an in-depth discussion on the meaningful decisions Plan Sponsors face today and how YOU can guide them.
sponsored by American Funds Distributors, Inc. / The Capital Group

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Senior Retirement Strategist, Capital Group / American Funds
John Doyle is a senior vice president focused on defined contribution in the Retirement Strategy Group at American Funds, part of Capital Group. He has 28 years of investment industry experience and joined Capital Group in 2013. Prior to joining Capital, John was executive vice president and chief marketing officer for Hartford Investment Management Company. Before that, he worked as head of marketing and product at T. Rowe Price Retirement Plan Services and as a vice president of marketing at Fidelity Investments. John is a frequent speaker on issues and topics important to the success of the DC retirement system. He holds an MBA from the F.W. Olin Graduate School of Business at Babson College and a bachelor’s degree in economics from Georgetown University.
Webinar hosting presenter
Senior National Accounts Manager, Capital Group / American Funds
Jonathan Young is a senior national accounts manager at Capital Group, home of American Funds. He has 30 years of investment industry experience and has been with Capital Group for 27 years. Prior to joining Capital, Jonathan was an investment representative with PaineWebber. He holds a bachelor’s degree in speech communication from Old Dominion University. He also holds the Accredited Investment Fiduciary® and Professional Plan Consultant® designations. Jonathan is based in Chesapeake, Va.
Webinar hosting presenter
National Sales Director – Retirement Plans, Capital Group / American Funds
Michael Bockstie is national sales director for retirement plans at Capital Group, home of American Funds. He has 30 years of investment industry experience and has been with Capital Group for 13 years. Earlier in his career at Capital, Mike was a senior manager of national accounts for wires and regionals and before that, a division manager and a retirement plan counselor. Prior to joining Capital, he was a vice president and regional retirement director for DWS Scudder. He holds a master’s degree in finance from Loyola College in Maryland and a bachelor’s degree in finance and marketing from the University of Maryland. Mike is based in Forest Hill, Md.
Webinar hosting presenter John M
Managing Editor, PLANADVISER.com
Webinar hosting presenter Alison Cooke Mintzer
Executive Director, ISS Media
Webinar hosting presenter Rebecca Moore
Managing Editor Digital, PLANSPONSOR.com
Webinar hosting presenter Judy Hartnett
Managing Editor Print, PLANADVISER.com
Documents
PDF
Actively_Managed_Funds_Remain_Appropriate_Investment_Options_For_401(k)_Plans.pdf
PDF
American_Funds_Target_Date_Retirement_Series_-_Building_and_preserving_wealth.pdf
PDF
American_Funds_Target_Date_Retirement_Series.pdf
PDF
DC_Committee_Paralysis.pdf
PDF
DCIP_-_Building_blocks_for_a_better_DC_menu.pdf
PDF
DCIP_-_Is_passive_truly_the_safer_fiduciary_choice_for_TDFs.pdf
PDF
Results_matter_Even_a_small_increase_in_returns_can_dramatically_improve_outcomes.pdf
PDF
What_the_SECURE_Act_means_for_retirement.pdf
PDF
Speaker_Bios_-_Day_2_-_Challenging_Conventional_Retirement_Plan_Wisdom.pdf
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