Building a World Class 401(k) Investment Lineup
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10/22/2020
When: Thursday, October 22, 2020
12:00 - 1:00 pm
Where: United States
Contact: Chicago SHRM Headquarters
(312) 368-0188


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Building a World Class 401(k) Investment Lineup

Registration Costs:

  • Chicago SHRM Member: Free
  • Non-Member: $45
  • Non-Member Attend for free by becoming a Chicago SHRM Member today: $150
  • Non-Member Attend for free by becoming an In-Transition Chicago SHRM Member today: $75

A world class retirement plan design helps attract and retain top talent!  Most prospective employees care a lot about their benefits, especially retirement, so if you could redesign your DC retirement plan to make it more attractive to prospective employees, either at no additional cost or for a few dollars more, why wouldn’t you do it?  We’ll demonstrate how plan sponsors, by making simple changes to your investment lineup today, can dramatically alter the arc of most of your participants’ retirement readiness ten or twenty years down the line.  Chicago SHRM members can help create the conditions that will lead most colleagues to a brighter retirement future by serving as the architects and gatekeepers of plan design, investments, fees, and overall Financial Wellness.  

Learning Objectives:

  1. Understand How Behavioral Finance Impacts Participant Investment Decisions
  2. Develop a Simple, 3-Tiered Investment Approach to Building a World Class 401(k) Investment Lineup
  3. Understand The Key Components of Target Date Fund Due Diligence

 

Neal Smith, Principal - Cerity Partners
Neal is a Principal in the Chicago office and a member of the Retirement Plan Services Group. He has more than 17 years of experience working with executives and investment management committees to develop efficient and effective retirement plan strategies. Neal specializes in creating healthy retirement plans for all types of institutional clients. Prior to joining Cerity Partners, Neal was an ERISA Consultant for Blue Prairie Group, helping thousands of employees at all stages of their careers and across many industries implement more effective retirement savings practices. Earlier in his career, he worked in both relationship management and sales for Voya Financial and Nuveen Securities, giving him unique insights into developing retirement plans that produce healthy outcomes for employees. Neal earned his Master of Business Administration from Loyola University Chicago and his Bachelor of Arts degree from the University of Iowa.

Matt Gnabasik, Partner - Cerity Partners
Matt is a Partner in the Chicago office. He is a well-known speaker, author and innovator in the retirement plan industry with more than 28 years of experience. Matt specializes in simplifying complex retirement plan issues for his clients by utilizing his deep experience and expertise to drive better outcomes for participants and reduced liability for plan sponsors. His areas of expertise include strategic plan design, fiduciary best practices, employee financial wellness, stable value investments, fee analysis and negotiation and multinational savings plans. Prior to joining Cerity Partners, he founded Blue Prairie Group, a leading ERISA-focused RIA firm serving hundreds of corporate, not-for- profit and government clients throughout the country. Matt holds a Bachelor of Arts degree from the University of Wisconsin-Madison and a Bachelor of Science from the University of Minnesota, Carlson School of Management. He is the author of the award-winning book, Smart Choices: Selecting and Administering a Safe 401(k) Plan. Written for plan sponsors and advisors in the field, Smart Choices remains a classic guidebook for navigating the confusing world of retirement plan choices.