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Webinar: U.S. Defined Contribution | Adapting to Changes in the Regulatory Environment


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Shawn O’Brien, CFA
Senior Analyst,
Retirement


Recent regulatory guidance from the Department of Labor (DOL) related to the use of environmental, social, and governance (ESG) and private equity investment products, along with the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December 2019, will have important implications for defined contribution (DC) product development and distribution initiatives. Join Shawn O’Brien, CFA, for Cerulli’s perspective on regulation-driven market changes and emerging opportunities for plan sponsors, asset managers, and intermediaries.

This presentation addresses: 

  • Key factors driving product development and distribution efforts in the DC market
  • Potential advances in target-date fund product development
  • Fiduciary considerations for adoption of lifetime income, private equity, and ESG investment products

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