Retirement Plans & Responsible Investing - January 19, 2021, 1pm PST
ClearPoint Financial Partners is presenting the results of the 2020 FAOG Retirement Plan Survey, completed by community foundation members of FAOG (Financial Administration Operations Group.) The purpose of the survey was to gain better insight into the retirement plans sponsored by FAOG members so they could assess their effectiveness and make improvements that might result in more employees reaching their retirement goals. (Full report to the right)
Length: 60 Minutes
Webinar Topics Include:
Types of plans and prominent design elements
Plan governance practices and investments offered
Employee communication, guidance and retirement advice
Fee benchmarking and fiduciary best practices
Additionally, Nuveen-TIAA will be presenting findings from their Fifth annual responsible investing survey. Presenters: Marvin Etienne and Megan Fielding of Nuveen-TIAA.
MARKET VOLATILITY AND YOUR RETIREMENT ACCOUNT - March 6, 2020
ClearPoint Financial Partners hosted a webinar featuring guest speaker, Paul Eitelman, Senior Investment Strategist of Russell Investments on March 6, 2020, covering recent market volatility and how it impacts retirement accounts.
How often do market corrections happen and how long is the average recovery?
How is this market correction similar or different from ones in the past?
What impact is the recent coronavirus outbreak having on investment markets?
What should the average employee/participant do with their retirement account?
Our goal is to help employees continue to plan, save and invest for their future with confidence.
(click image for pdf)