February 21, 2007 7:30 AM to 9:00 AMRoyal Mayfair Golf and Country Club, Edmonton, Alberta
Format:
In Person
Matthew Rotenberg, Standard Life Canada
DC Education and Investments: As a plan sponsor do I offer advice, do I offer education or can I wrap it all together in one simple package. These days guidance is actually being imbedded in the investment products that are offered to members. The evolution of investment offerings has created many turnkey solutions for Sponsors and Members alike. But what are the drawbacks? Do these products cover all the bases and allow sponsors to stop worrying completely? And what about a needs analysis? Should sponsors be helping their members with this aspect of the planning process now that the investment side is taken care of? Matthew Rotenberg of Standard Life Canada will explore these issues in an informative and interactive manner during this seminar.