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Responsibilities of Plan Sponsors Related to Alternative Investments Webinar

  • 2/25/15
  • Webinar
  • Speaking and hosting

A growing number of retirement plans are investing in alternative investments due to lower volatility and higher returns that these funds can offer compared to traditional investments. While alternative investments can be a good option, without fully understanding these investments, performing due diligence prior to investing, or providing annual reviews of the investments, organizations could be putting their positive results at risk.

At the end of this webinar, participants were able to:

  • Define what an alternative investment is and identify the most common alternative investments
  • Learn what steps should be taken before entering into an alternative investment product
  • Recognize who has fiduciary responsibility under ERISA and what annual evaluations are required or recommended

Mindy Duncan

Event materials