Webinars

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

2019

3rd Quarter Capital Markets Review

October 2019

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.


2nd Quarter Capital Markets Review

July 2019

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.


Multiple Employer Plans (MEPs) for Colleges, Universities & Independent Schools: The Good, The Bad and The Ugly

July 18, 2019

REGISTER HERE

This webinar will address the Multiple Employer Plans (MEPs) that have increasingly garnered the interest of sponsors of defined contribution plans (e.g., 403(b), 401(a), etc.) in the educational marketplace. Over the course of 60 minutes and through both legal and fiduciary lenses, representatives of Nixon Peabody LLP and Fiduciary Investment Advisors (FIA) will walk attendees through a brief history of MEPs, current regulatory guidance and those items they should think about when considering a MEP for their institutions. At the presentation’s conclusion, webinar attendees will be armed with the following:

Current legal guidance

Considerations including:

  • The logistics of establishing a MEP
  • Matters of plan design
  • Cost information
  • The fiduciary responsibility landscape
  • The ins-and-outs of plan administration
  • Employee engagement issues

Legal Considerations & Best Practices for Non-Profit Organizations

May 2019

An informational session with Murtha Cullina, sponsored by FIA. Topics included:

  • Governance
  • Unrelated Business Taxable Income (UBTI)
  • Restricted Assets

Presented by Devon Francis, CIMA and Mike Chase


Cash Balance Plan Design: Super-size your Retirement Benefits

May 2019

Cash balance plans have been around for decades, but companies are only just catching on to their powerful benefits, especially for partners of professional services firms. Join our retirement experts to learn more about:

  • What is a cash balance plan
  • The benefit and costs of introducing a cash balance plan
  • The reason behind the growing interested in cash balance plans from partner-led organizations such as law firms, accounting firms, medical & dental practices, and architectural & engineering firms
  • How FIA may be able to help your organization “super-size” its retirement program

Presented by Kate Pizzi, CFA, ASA and Kevin O’Brien, CFA


1st Quarter Capital Markets Review

April 2019

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.


4th Quarter 2018 & Outlook for 2019 Capital Markets Review

January 2019

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.


2018

3rd Quarter Capital Markets Review

October 2018

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 Capital Markets Review

July 2018

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.


1st Quarter Capital Markets Review

April 2018

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.


4th Quarter 2017 & Outlook for 2018 Capital Markets Review

January 2018

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.


2017

3rd Quarter Capital Markets Review

October 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.


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.