Members receive complimentary registration for PSCA webcasts. Please log in before registering.
No matter how good the investment lineup is, the inevitable participant question comes in: Why doesn’t it include a (insert the current “hot” asset class here) fund? Recently, this has meant gold or cryptocurrency funds. If you've spent any time fielding participant questions like this, join us for a discussion on 401(k) investment lineups. What’s the foundation for the lineup? How should potential additions be evaluated? Is there a way to respond to participant requests for new funds without inviting debate? We’ll explore these questions and more.
Moderator
Keith Hocter, CFA, Investment Consultant, Bellwether Consulting
Keith Hocter is an Investment Consultant, Partner and Founder at Bellwether Consulting, where he is directly responsible for providing investment advice to retirement plan sponsors and other institutional investors. His practice scope includes investment policy, asset-liability analysis, performance review, manager/fund searches, fee analysis, and general governance. Keith received a B.S. in Computer & Information Science from The Ohio State University and an M.B.A. in Management from Rensselaer Polytechnic Institute. In addition, Keith holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of New York.
About the Speaker
Lynda Sandersen, Investment Consultant, Bellwether Consulting
Lynda is an Investment Consultant and Partner at Bellwether Consulting, where she is directly responsible for providing investment advice to retirement plan sponsors and other institutional investors. Her practice scope includes investment policy, asset-liability analysis, performance review, manager/fund searches, fee analysis, and general governance. She received a B.A. in English from Douglass College, Rutgers University and an M.B.A. in Management from the Stern School of Business at New York University.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.