Webinars

For more information or a recording of any FIA webinars, please contact Christian Coleman, Partner & Director, Business Development & Marketing, at (860) 697-7432 or ccoleman@fiallc.com.

2017

2nd Quarter Capital Markets Review

July 2017

Mike Goss and Christopher Kachmar, CFA, present this quarterly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


Leveling the Playing Field – Moving Past Revenue Sharing in Defined Contribution Plans

May 2017

Vin Smith and Dennis Scarpa discussed the emerging trend of fee leveling, as well as other important topics for consideration.


1st Quarter Capital Markets Review

April 2017

Mike Goss and Christopher Kachmar, CFA, present this quarterly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


2016

Data Security and the Role of the Retirement Fiduciary

December 2016

FIA’s Tyler Polk moderated a panel discussion with Attorney Richard Borden (Robinson & Cole LLP) and Senior IT Assurance Manager Ryan Rodrigue (Wolf & Company, P.C.), intended to help fiduciaries understand their role in protecting retirement plan data.


3rd Quarter 2016 Capital Markets Review

October 2016

Chris Coleman and Christopher Kachmar, CFA, present this quarterly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


2nd Quarter 2016 Capital Markets Review

July 2016

Chris Coleman and Christopher Kachmar, CFA, present this quarterly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


The DOL’s Fiduciary Rule: What Is It, and How Will It Affect Your Plan?

June 2016

A review of the Department of Labor’s new fiduciary rule, where we provide an overview of the rule’s major provisions and analyze next steps for plan sponsors.


Net Unrealized Appreciation of Your Employee Stock

May 2016

When distributing company stock, many employees are not familiar with the tax provision surrounding Net Unrealized Appreciation (“NUA”). FIA’s Andrew Salak and Pue, Chick, Leibowitz & Blezard’s Michael Welch, CPA will cover what NUA is, who qualifies, and what the tax advantages are.


1st Quarter 2016 Capital Markets Review

April 2016

Michael Goss and Christopher Kachmar, CFA, present this quarterly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


Money Market Reform & CREF Money Market Update

March 2016

Vincent Smith, AIF, and Matthew Kaminski discussed TIAA-CREF’s money market products and the potential implications for your plan.


4th Quarter 2015 Capital Markets Review & 2016 Outlook

January 2016

Michael Goss and Christopher Kachmar, CFA, present this quarterly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


2015

3rd Quarter 2015 Capital Markets Review

October 2015

Michael Goss and Christopher Kachmar, CFA, present this quarterly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


2nd Quarter 2015 Capital Markets Review

July 2015

Michael Goss and Christopher Kachmar, CFA, present this quarterly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


Tibble v. Edison and the Changing Retirement Plan Landscape

July 2015

Ryan Gardner discussed the Tibble v. Edison decision, including what it means for employers, practical insights for managing plan fees for 401(k) and 403(b) plans, and best practices for fiduciary governance of ERISA plans.


Money Market Reform Update

June 2015

Matthew Kaminski summarized the money market reforms introduced in 2014 and what they might mean for your portfolio/lineup.


March 2015 Capital Markets Review

April 2015

Michael Goss and Christopher Kachmar, CFA, present this monthly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


February 2015 Capital Markets Review

March 2015

Michael Goss and Christopher Kachmar, CFA, present this monthly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.


Fiduciary Tune-Up: Defined Contribution Items Every Plan Sponsor Should Know

March 2015

Peter Nadeau, ARPC, presented during this discussion to arm plan sponsors with practical, actionable guidance that can lead to improved fiduciary oversight and greater plan efficiency.


January 2015 Capital Markets Review

February 2015

Michael Goss and Christopher Kachmar, CFA, present this monthly webinar series to provide a broad overview of topical themes in the markets, while highlighting factors having the most direct influence on recent asset class returns.