Finance, Administration & Operations Group - Event Information

Event Name:Retirement And ESG Survey Results Webinar


Retirement Plans & Responsible Investing - January 19, 2021, 1pm PST

ClearPoint Financial Partners is presenting the results of the 2020 FAOG Retirement Plan Survey, completed by community foundation members of FAOG (Financial Administration Operations Group.) The purpose of the survey was to gain better insight into the retirement plans sponsored by FAOG members so they could assess their effectiveness and make improvements that might result in more employees reaching their retirement goals.

Topic: FAOG Retirement Plan Survey Results
Time: Jan 19, 2021 01:00 PM Pacific Time (US and Canada)

Register in advance for this webinar:

Webinar Topics Include:

  • Types of plans and prominent design elements

  • Plan governance practices and investments offered

  • Employee communication, guidance and retirement advice

  • Fee benchmarking and fiduciary best practices

Additionally, Nuveen-TIAA will be presenting findings from their Fifth annual responsible investing survey. Presenters: Marvin Etienne and Megan Fielding of Nuveen-TIAA

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Event Date:01/19/2021
Event Time:1:00 PM Pacific Standard Time (4:00 PM Eastern)
Contact Person:Saul Macias
(phone: (415) 464-2529)
Email Reminder:click here to setup an email reminder for this event

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