Webcasts

Ascensus’ Kate Whitmore and Fiducient Advisors’ Tyler Polk provide a timely update on Pooled Employer Plans. Discussion topics include:

• Regulatory history of PEPs

• Plan Sponsor, fiduciary and employee benefits of entering into a PEP arrangement

• Details about the Fiducient Advisors’ PEP

• A case study discussion of PEPs vs single plan structures

And we’re off! The Fed kicked off the easing cycle with a double dose and markets are feeling the love. Brad Long, CFA and Michael Sustarsic, CRA dive into key Q3 trends and what they mean for the rest of the year.

• Historical context and key elements of an easing cycle
• Portfolio positioning insights and outlook
• The upcoming election, key economic policy debates and how to cut through the noise
• Private markets deep dive—exploring the trends driving returns

Medical expenses are one of the biggest costs and financial concerns facing retirees. According to Fidelity’s latest annual report on retiree healthcare costs, a 65-year-old retiree is estimated to spend an average of $165,000 on healthcare and medical expenses during retirement.¹ With Medicare’s annual enrollment period approaching on October 15th, Chapter and Fiducient Advisors provide a timely overview of Medicare, including:

• Medicare’s key components
• Enrollment information
• How to take action
• And more!

¹Fidelity Investments® Releases 2024 Retiree Health Care Cost Estimate as Americans Seek Clarity Around Medicare Selection, August 8, 2024

Thompson Hine LLP’s Brian Lamb and Nate Ingraham, with Fiducient Advisors’ Steve Dufault, provide a timely update on ERISA litigation.

Discussion topics include:
• Development and trends in 401(k) litigation cases
• Recent lawsuits targeting use of forfeitures in qualified retirement plans
• Lawsuits targeting fund underperformance
• Fiduciary best practices to avoid litigation

The sands of 2024 have been shifting beneath investors as confidence in rate cuts sours and presidential candidates pull out all stops to maintain or gain control of 1600 Pennsylvania Avenue.

CIO, Brad Long and Associate Research Director, Rob Lowry provide a timely discussion on:
• Key themes driving markets in 2024
• Latest insights on portfolio positions and allocations
• Additional relevant updates

Seth Fischer, Founder and CIO of Oasis Management and Anthony Novara, CFA, Partner and Research Director at Fiducient Advisors delve into why investors are optimistic about Japan and the opportunities that may lie ahead.

Hear more about:
• 35 Years Between Peaks – Framing recent investor interest in Japan’s equity markets
• Governance Changes – How a focus on shareholder value has changed recent perceptions
• Activism in Japan – Used to be an oxymoron but is not any more
• Geopolitics – Where Japan fits in a less globally-connected world economy