From market declines and continuous volatility to the emotional and financial toll borne by participants as they experience persistent shocks to their retirement savings, the economic impact of the COVID-19 pandemic is unprecedented and far reaching.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed to address the economic fallout. However, the issues for DC plans go far beyond the scope of this government action. Our speakers will address how to:
Evaluate and make changes to plan design during the pandemic
Manage plan investments through a time of unprecedented market volatility
Keep participants informed during periods of rapid change and uncertainty
The session will also include live polling and Q&A.
About our speakers
Tom Coughlin, Director, Wealth practice | Tom provides investment consulting services to defined contribution and defined benefit plans, endowments, foundations, and insurance companies. He has more than 27 years’ experience in the investment management industry and consults on all investment-related issues, including investment policy, asset allocation, and the investment manager selection. Tom graduated with a bachelor’s degree in business administration from Washington & Jefferson College and an M.B.A. in finance from Duquesne University.
Alan Vorchheimer, Principal, Wealth practice | Alan specializes in defined contribution plans, including regulatory compliance, plan administration, service delivery, and vendor management. He has more than 30 years’ experience across a wide range of human resource programs and holds a CEBS designation. Alan graduated with a bachelor’s degree in economics from the University of Pennsylvania.
Elizabeth Woodburn, Director, Engagement practice | Elizabeth works with clients to develop effective employee communications covering a broad range of issues, including defined benefit and defined contribution retirement plans, retirement program change communication, investor education, financial wellbeing, healthcare consumerism, wellness and disease management, and high deductible health plans. She graduated with a bachelor’s degree in music from Harvard University.
This webinar will be recorded and the replay link will be sent to all who register.