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Plan Sponsors Should be Intentional When Adding Managed Accounts

Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives. ....

United States , Shawn Obrien , Marcia Wagner , Adrian Miguel , Holly Verdeyen , Wagner Law Group , Schwab Workplace Financial Services , Cerulli Associates , Shawno Brien ,

Navigating ESG: The Informed ESG Investor

In an uncertain regulatory environment, panelists discussed considerations for plan sponsors when evaluating whether to put ESG funds into an investment lineup.   ....

United States , Roberto Lampl , Julie Santoro , Gary Gensler , Marcia Wagner , Wagner Law Group , Kpmg Us Department Of Professional Practice , Exchange Commission , Professional Practice , Senate Banking Committee , Employee Retirement Income Security ,