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Industry Webinars
9 posts
CITs in Focus: Latest Trends Driving the Rapid Growth of CITs and Outlook for the Future
Collective investment trusts (CITs) are steadily gaining pace as the investment vehicle of choice for intermediaries with growth…
October 26, 2021
Ascending Through the Fire With an Evolving Fiduciary Governance Approach
Many plan sponsors have passed through the fire as a result of the economic impact of COVID-19 and are trying…
November 13, 2020
Unique insights in to the demographics, knowledge, and behavior of empowered HSA participants
With more than 25 million consumers enrolled, health savings accounts (HSAs) are quickly becoming the tax-advantaged account and…
December 11, 2018
Is the Fiduciary Standard Being Dismembered or Strengthened?
Join Blaine Aikin, Executive Chairman of Fi360 and CEFEX, and Duane Thompson, Fi360 senior policy analyst, as they…
December 10, 2018
How Mandatory Force-Outs Turned into a Fiduciary Concern
The mandatory force-out used to be an administrative afterthought. Use what the record keeper offered and move on. …
October 23, 2018
Aligning ESG Investments and Trends with Participant Values
ESG investing saw a 33 percent growth of professionally managed assets — to $8.72 trillion — from 2014…
September 20, 2018
Understanding the causes of 401(k) litigation and how to avoid a lawsuit
Blaine Aikin, Executive Chairman, Fi360 and CEFEXDuane Thompson, Senior Policy Analyst, Fi360 (Click on the video above.) A…
August 25, 2018
An Introduction to Stable Value Funds
Stable Value Funds are already used in the majority of 401(k) plans. Recent regulatory changes around a substitute…
August 21, 2018
How much is your reputation worth?
Warren Buffet famously said: “It takes 20 years to establish a reputation and five minutes to ruin it.…
August 9, 2018