Design Retirement Plans with Both Plan Sponsors & Participants in Mind

Overview

Date: Tuesday, July 16, 2019

Time: 2:00 p.m. EDT |11 a.m. PDT

Cost: Complimentary

Sponsored by:

Plan participants often look to their employers to help them achieve retirement security. Yet sponsors and participants often have different perspectives about what’s most important in an employer-sponsored retirement plan. Understanding the views of both groups is critical.

Recent research that highlights areas of agreement and disagreement between plan sponsors and participants – including barriers to saving, risk evaluation, and plan participation – may help you meet the needs of both.

Join American Century Investments and Empower Retirement for a webcast that offers asset manager and recordkeeper perspectives on these perceptions. You’ll also hear how –

  • Sponsors consider plan design features and monitor success
  • Participants feel about their savings efforts as well as their expectation for the future
  • To design retirement plans that serve both sponsors and participants more effectively

For Financial Professional Use Only / Not for distribution to the public

The opinions expressed are those of American Century Investments (or the fund manager) and are no guarantee of the future performance of any American Century Investments fund. This information is for educational purposes only and is not intended as investment advice.

American Century Investment Services, Inc. is not affiliated with BenefitsPRO or Empower Retirement.

Securities offered by GWFS Equities, Inc., Member FINRA/SIPC, marketed under the Empower brand. GWFS is affiliated with Great-West Funds, Inc.; Great-West Trust Company, LLC; and registered investment advisers Advised Assets Group, LLC and Great-West Capital Management, LLC, marketed under the Great-West Investments™ brand. This material has been prepared for informational and educational purposes only and is not intended to provide investment, legal or tax advice. 

©2019 American Century Proprietary Holdings, Inc. All rights reserved. 4500 Main Street, Kansas City, MO, 64111-1816 US

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Speakers:

Diane Gallagher | Vice President American Century Investments®

Diane Gallagher is responsible for developing content and value-add programs for clients and is also a spokesperson on retirement investing.

Diane originally joined American Century Investments in 1995 and developed communication programs for clients of J.P. Morgan/American Century Retirement Plan Services. Prior to returning to American Century in 2012, Diane was vice president, Retirement Insights for J.P. Morgan Asset Management. Previously, she led product marketing for J.P. Morgan Retirement Plan Services and directed the participant communications and education department. Prior to 1995, Diane served as media relations manager for the Mutual Fund Education Alliance (MFEA). She also worked in Corporate Communications and Marketing for Sinai Health Care System in Detroit, Michigan.

Diane earned a bachelor’s degree in communications, magna cum laude, from the University of Detroit. She is accredited by the International Association of Business Communications (IABC) and has earned many awards for her communication programs. She is a Board member of the Hands & Hearts Auxiliary for Children for Children’s Mercy Hospital and is a member of the Greater Kansas City Chamber of Commerce’s Centurions Leadership Program, class of 2019. She is Past-President of the Board of Directors of Ronald McDonald House Charities of Kansas City and currently serves on its Advisory Board. In 2007, Diane was named one of Kansas City’s “40 Under 40″ leaders by Ingram’s magazine. A frequent conference speaker, she holds series 7, 63 and 24 licenses.

Sasha Franger | Director of Thought Leadership Empower Retirement

Sasha Franger is the Director of Thought Leadership for Empower Retirement. In her role, she leads the strategy and execution of thought leadership programs for advisors, plan sponsors and consultants. Sasha believes that we do not just want to live longer but that we want to live well longer, and an important aspect of this is to be prepared financially for retirement.

Seizing the opportunity to build a thought leadership content program from the ground up, Sasha joined the organization in 2016. She has 10 years of industry experience and has also worked as an Analyst with Lipper, a subsidiary of Thomson Reuters, where she created reports for mutual fund company boards, and as a Marketing Manager at Jackson National Life Distributors.

Sasha holds a bachelor’s degree from Vanderbilt University and a master’s degree in political science from Michigan State University. She currently maintains FINRA Series 6 and 63 securities registrations and holds FINRA Series 7 credentials.