Are you interested in reshaping the landscape of retirement planning and fostering an inclusive, equitable future for your organization? Join us for a webinar featuring an agenda that addresses the pressing issues of today's retirement plans.
Agenda
- Where retirement plans are now
- Business plan for making retirement plans more equitable
- How to improve equity in your retirement plan and align with corporate strategy and culture
- Understanding your employees
- Plan Design
- Retirement plan committee
- Communication
- Examining diversity in investment Management
- Financial Wellness plan
- Matching investment Management to employee goals
- RFP and vendor analysis
- DEI current environment and suggestions for improvement
Key Takeaways
The business case for DEI in retirement planning
- Equity and Fairness
- Improved Retirement Outcomes
- Workforce Engagement and Productivity
- Legal and Ethical Responsibility
- Attracting and Retaining Talent
- Long Term Financial Stability
- Social Responsibility and Reputation
- Addressing Changing Demographics
ESG Investing, investors are increasingly applying these nonfinancial factors as part of their analysis to identify material risks and growth opportunities.
Companies in the top quartile for racial and ethnic diversity are 35% more likely to have financial returns above their respective national industry medians.1
Offering individualized financial wellness platforms to all employees can help create equal access for all your employees and improve retirement and financial outcomes.
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