The Active/Passive Decision in Plan Menu Selection | American Funds

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Events

VIDEO WEBCAST

The Active/Passive Decision in Plan Menu Selection

American Funds recently sponsored a PLANSPONSOR® and PLANADVISER® webcast featuring a panel of defined contribution (DC) industry veterans, representing a plan sponsor, a top benefits attorney and a senior DC specialist for American Funds. They discussed the shift in thinking around active and passive menu options. Among the forum topics:

  • Practical insights for improving participant outcomes across menu choices
  • How active and passive differ from a fiduciary and oversight perspective
  • How recent cases and the DOL fiduciary redefinition may impact the active/passive decision
  • The different approaches active and passive managers take toward optimizing participant results
  • The importance of fees in the QDIA and core menu selection process

This lively, hour-long session provided key insights on how to achieve the appropriate balance of plan investments.

Featured Speakers

Alison Cooke Mintzer Global Editor-in-Chief, PLANSPONSOR and PLANADVISER
Suzanne Carroll Director of Global Benefits, Amgen, Inc.
Steve Saxon Chairman, Groom Law Group
Sue Walton Senior Vice President, Defined Contribution, American Funds

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This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.