The Benchmark Blind Spot in Retirement Plans
The retirement industry is facing a convergence of powerful forces: benchmark-driven market leadership, evolving regulatory expectations, and increasing fiduciary scrutiny. Join host Jenine Garrlick, Senior Managing Director, Heather Bailey, Sr. Retirement Strategist and Insights Advisory Managing Director, Jonathan Hubbard for a discussion on how these changes may be impacting investment policy statements, plan oversight, and portfolio construction.
Key topics include:
- The implications of today’s benchmark environment
- How regulatory developments may influence IPS governance
- Hidden risks that may exist within existing policies and investment frameworks
- Opportunities to proactively position retirement plans for the future
Discover practical insights to remain disciplined, diversified, and prepared for what lies ahead.
Speakers
Jenine Garrelick, CIMA®
Senior Managing Director
Heather Bailey
Senior Retirement Strategist
Jonathan Hubbard
Insights Advisory Managing Director
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