This webinar will provide our regular quarterly update with a particular focus on COVID-19 and its impact on the investment markets and retirement plans, including:


  • CARES Act – how the stimulus act is impacting your participants and the decisions plan sponsors need to make.
  • Judicial Update – status on settlements and developments during 1st Quarter 2020.
  • Market and economic turmoil – a discussion of what we have seen and expecting to see in terms of the reaction from participants, investment managers, record-keepers and plan sponsors.


Why attend?

This webinar will provide a brief update in two key areas:


  • Legislative, regulatory and judicial developments that could or do impact DC plans
  • Issues we are hearing about in the market typically based on research and surveys being conducted.


Liana Magner, CFA - Moderator


Financial Wellness Leader


Rhonda Berg

Senior Defined Contribution


Brian Kearney

Senior Legal Consultant,

Law and Policy Group

Neil Lloyd

Head of US DC &

Financial Wellness Research