Content
10 modules
Instructor
CODE
Description
Patrick Wisdom, a defined contribution consultant at Callan, breaks down the investment structure of defined contribution plans, contrasting them with defined benefit plans. Key differences highlighted include investment responsibility, benefit certainty, and employer liability. This course explores:
- Fiduciary duties and protections under Section 404C of the Employee Retirement Income Security Act.
- The importance of offering diverse investments, the ability for participants to transfer funds, and proper dissemination of information to plan participants.
- Callan's approach to investment structure evaluations, focusing on durability, simplicity, cost-consciousness, and behavioral considerations.
- Recent trends, such as managed accounts and retirement income products, in the evolving landscape of defined contribution plans.
1.
Introduction
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2.
Understanding Section 404C
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3.
Automatic Enrollment and 404C
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4.
Investment Structure Evaluations
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5.
Knowledge Check 1: DC Investment Menu
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6.
Behavioral Considerations in Investment Structure
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7.
Investment Structure Framework: Tier 1
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8.
Investment Structure Framework: Tiers 2 & 3
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9.
Insights and Trends of DC Investment Structures
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10.
Knowledge Check 2: DC Investment Menu
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