How to Identify
Best-in-Class Investment Managers

— Webinar Recording —

Event Details

Effective Investment Oversight:
A Webinar Series for Retirement Plan Sponsors

PlanPILOT is excited to announce Part III of our 8-part investment webinar series focused on key investment metrics and concepts with Senior Consultant Bill Karsten and Senior Investment Analyst Tom Loftus.

Especially amidst the challenging current market backdrop, it is important that plan sponsors make informed investment selection decisions that can help participants better weather difficult times. This webinar session focuses on dissecting investment data and information to identify great retirement plan investments, and also features a case study example.

Our 30-minute webinar provides insights on:

Speakers

Bill Karsten, Senior Consultant

Bill Karsten
Senior Consultant
PlanPILOT

Tom Loftus, Consultant / Senior Investment Analyst

Tom Loftus
Consultant / Sr. Investment Analyst
PlanPILOT