Framework for Defined Contribution Plans

This learning path, which offers 4.0 continuing education credits, is designed for institutional investors, CFOs, HR professionals, and the investment industry professionals who oversee or work with defined contribution (DC) plans. Taught by Callan’s DC research specialists, these courses dive into the following areas:  

• Introduction to DC Plan Fiduciary Training & Best Practices 

• DC/401(k) Plan Legal & Regulatory History and Trends 

• Fund Performance Evaluation & Monitoring

• Designing DC Plan Investment Menus 

• DC Plan Fee Studies & Monitoring 

After taking this learning path, you will better understand the most important issues DC plan fiduciaries should consider, how the legal and regulatory landscape that governs DC plans is evolving, and important considerations when evaluating investment funds, managers, recordkeepers, and their associated fees. 

Duration: ~ 4 hours