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:
Using key investment metrics to identify and understand fund characteristics
Applying market context analyze how fund perform
Setting performance expectations and knowing when there are issues
And more!
Speakers
Bill Karsten Senior Consultant PlanPILOT
Tom Loftus Consultant / Sr. Investment Analyst PlanPILOT
We’re Here To Help
The PlanPILOT team stands ready to serve you and your institution; we are happy to answer any questions that you may have.