Videos Archive
Understanding Investment Policy Statements
Carol McShera, Senior Consultant, discusses the purpose of an Investment Policy Statement, as well as key aspects that should be addressed within an IPS.Webcast: From Worry to Wellness
Andrew Lendnal and Scott Boulton discuss how your employee’s financial wellness can help boost your bottom line. Discussion topics include: • The impact of employee […]Fidelity Bond and Fiduciary Liability Insurance
Dan Duffy, Senior Consulting Analyst, discusses why Plan Sponsors may need fidelity bond or fiduciary liability insurance or, in some cases, both.Settlor vs Fiduciary Functions
Zhee Sarabia, Consultant, provides an important overview of the differences between settlor and fiduciary functions.Advanced Insights into Pooled Employer Plans
Ascensus’ Kate Whitmore and Fiducient Advisors’ Tyler Polk provide a timely update on Pooled Employer Plans. Discussion topics include: • Regulatory history of PEPs • […]Engaging the Next Generation in Family Finances
Christine Jordan, Senior Consultant in The Wealth Office®, discusses why involving the next generation in family finances is crucial for their future financial literacy and […]Third Quarter Capital Markets Update
And we’re off! The Fed kicked off the easing cycle with a double dose and markets are feeling the love. Brad Long, CFA and Michael […]Seven Medicare Mistakes to Avoid
Medical expenses are one of the biggest costs and financial concerns facing retirees. According to Fidelity’s latest annual report on retiree healthcare costs, a 65-year-old […]Public Plan Governance & Committee Best Practices
Chris Rowlins, Partner and Senior Consultant, provides an overview of governance and committee best practices for stewards of public retirement plans.Cash Balance Plan Termination Considerations
Brian Carlson, Partner and Senior Consultant, provides considerations for sponsors contemplating a cash balance pension plan termination.How a Pension’s Lifecycle Affects the Investment Strategy
Brian Samuels, Partner and Senior Consultant, describes how pension plans are vastly diverse once you look a bit beneath the surface at unique benefit formulas, […]Accounting vs Funding Liabilities
Jeff Mitchell, Senior Consultant, provides an overview of how corporate pension plan liabilities are measured and the steps Plan Sponsors can consider to potentially lessen […]The Impact of SECURE 2.0 on Defined Benefit Plans
Richard Carey, Consultant, reviews the impact of SECURE 2.0 on defined benefit plans. Watch to learn more about the effects on PBGC variable-rate premium indexing, […]Current Trends in ERISA Litigation Affecting Retirement Plans
Thompson Hine LLP’s Brian Lamb and Nate Ingraham, with Fiducient Advisors’ Steve Dufault, provide a timely update on ERISA litigation. Discussion topics include: • Development […]Mid-Year Capital Markets Update
The sands of 2024 have been shifting beneath investors as confidence in rate cuts sours and presidential candidates pull out all stops to maintain or […]Understanding Severance Packages
Ben Van Zoest, Consulting Analyst, provides an insightful overview into some of the key components of a severance package.Fiducient Speaker Series: Spotlight on Japan
Seth Fischer, Founder and CIO of Oasis Management and Anthony Novara, CFA, Partner and Research Director at Fiducient Advisors delve into why investors are optimistic […]Developing A Thoughtful Spending Policy
Kevin O’Connell, CFA, Senior Consultant, discusses the importance of having a plan in place when it comes to using or drawing from your investment resources.Ten Features of an Effective Investment Policy Statement
Steve Spencer provides ten features every effective Investment Policy Statement should contain.Implementing a Robust Governance Framework
Marycarmen Nevarez, Consultant, provides best practices nonprofit institutions can implement to create a robust governance framework.Pay Evolution in Higher Education: Adapting Compensation Strategies to Stay Competitive
Dramatic changes in the labor market and the competitive landscape for talent are causing an upheaval in compensation expectations for faculty and staff. How have […]Structuring an Effective Investment Committee
Investment Committees have a heavy fiduciary responsibility but can sometimes lack structure to maximize their effectiveness. Guadalupe Gomez discusses best practices to follow when building […]Fiducient Speaker Series: Marketable Alternatives Update
Brad Long, CFA and Andrew Furney, CFA, CAIA, provide valuable perspectives on the latest developments in the dynamic marketable alternatives, including: – The latest news […]Tips to Maximize Social Security Benefits
Krishma Sharma, Consulting Analyst, provides helpful tips to maximize your social security benefits and ensure a more secure retirement.Q1 2024 Capital Markets Update
Watch now to hear Brad Long, CFA, Managing Partner and Chief Investment Officer share our exclusive First Quarter 2024 Capital Markets Update insights in this […]529 Savings Plans – The Supercharged Savings Tool
Ted Dawson, Senior Consulting Analyst, provides a look at 529 savings plans and what sets them apart from other investment accounts.Why Target Date Funds are so Important
Sean McCaffery, CFA, Senior Defined Contribution Research Specialist, provides an update on the target date landscape and why these funds remain a popular QDIA option […]Financing a Home Purchase
Nick Breit, CFA, CFP®, Partner, Director of Financial Planning, reviews leveraging your investment assets to finance a home purchase. Learn about the pros and cons […]What to Watch Out For When Filing Your Taxes
Tax deadlines are approaching and Altan Wuliji, CFP®, Principal and Senior Consultant, provides important updates on new programs, tax breaks and changes to keep in […]Best Practices to Prevent Identity Theft
Jackie Rondini, CFP®, Principal and Senior Consultant, discusses best practices to prevent identity theft in today’s digital age.Unveiling Insights: Cultural Institutions’ Investment Survey Results & Future Financial Outlook
Bob DiMeo, Devon Francis and Jon Fellows provide expert perspectives and guide you through the findings of the Cultural Institutions Investment Policies, Practices and Performance […]Pooled Employer Plan (“PEP”) – A Unique Retirement Plan Solution Customized For You
Fiducient Advisors’ Pooled Employer Plan (PEP) is a new kind of retirement plan, enabling employers of all sizes to join together for efficiency and cost […]Financial Planning Considerations Webcast
Nick Breit, Partner, Director of Financial Planning and Sarah Hinman, Principal, Senior Consultant, The Wealth Office® provide a brief and informative overview of our 2024 […]2024 Essential Economic Update Webcast
Join Sabrina Bailey, CEO and Brad Long, Managing Partner, Chief Investment Officer for our annual capital market forecast and outlook for 2024. This informative and […]Fiducient Advisors’ Investor Conference Power Hour: From Scratch with Marilyn Rowland
Fiducient Advisors’ Investor Conference Power Hour: Diversity, Equity and Imposter with Guadalupe Gomez
Fiducient Advisors’ Investor Conference Power Hour: Reader’s Rundown with Devon Francis
Fiducient Speaker Series: Private Markets Update
The private markets landscape has shifted amidst Central Bank interest rate increases as LPs, GPs and intermediaries have navigated with increased caution. This has resulted […]Webcast: Third Quarter Capital Markets Update
Brad Long, CFA, Partner, Chief Investment Officer and Rob Lowry, CFA, Associate Research Director, discuss: – Recession preparation, not predict[...]
Effective Use of Glidepaths
Matt Fratini, Consultant, discusses the use of glidepaths within corporate pension plans.
Inverted Yield Curve
Brian Samuels, Principal and Senior Consultant, breaks down the Treasury yield curve and why investors may have mixed feelings given its current shape[...]
Alternative Investments
Chris Rowlins, Partner and Senior Consultant, discusses alternative investments and liquidity and how investors should balance return and diversificat[...]
Cash Balance Pension Plans
Pension Awareness Month continues with a Tips Tuesday video from Managing Partner and Senior Consultant Brian Carlson, CFA, discussing cash balance pe[...]
Liability-Driven Investing
We’re kicking off Pension Awareness month with a Tips Tuesday video from Partner and Senior Consultant Kate Pizzi, CFA, ASA discussing liability[...]
Webcast: Mid-Year Capital Markets and Economic Update
Join Fiducient Advisors’ Deputy Chief Investment Officer, Brad Long, CFA and Chief Market Strategist, Chris Kachmar, CFA for a timely and insigh[...]
Webcast: Fiducient Speaker Series with Jared Franz
With our constantly evolving economy, understanding the debt ceiling and staying informed on the Federal Reserve’s actions are essential for org[...]
Stable Value vs. Money Market Funds in Today’s Interest Rate Environment
Please join Brian White, Principal, Senior Consultant and Sean McCaffery, CFA, Senior Defined Contribution Research Specialist for a timely discussion[...]
Webcast: First Quarter Capital Markets Update
The first quarter of 2023 proved to be an exciting time for markets. Thus far we witnessed: • Wild swings in expectations for the Fed • A crisis o[...]
Diagnosing and Treating Defined Benefit Plans for Healthcare Organizations
Join Fiducient Advisors and October Three Consulting as we address some of the key pain points afflicting the defined benefit plans of many hospitals [...]
Fiducient Speaker Series with Matthews Asia
As the world’s largest exporter of goods and the second largest economy, China is an important part of the global markets. Join us to hear from Andy[...]
Assessing Your Financial Wellness – Important Considerations for 2023
The start of a new year is a great time to review key financial planning considerations and what potential personal impact recently passed legislation[...]
Secure 2.0 Act
Join Fiducient Advisors’ Steve Dufault and T. Rowe Price’s Aliya Robinson as they provide insight into the new Secure 2.0 Act. This 30-min[...]
2023 Essential Economic Update
Bob DiMeo, CEO and Brad Long, Partner, Deputy Chief Investment Officer host our annual capital market forecast and outlook for 2023. This informative [...]
Tax Planning Deadlines on the Horizon
Andy Doten, CFP®, Consultant in The Wealth Office®, provides a review of several upcoming financial planning opportunities as 2022 draws to a close.
National Day of Giving
Kevin O’Connell, CFA provides background on the National Day of Giving, now a global movement observed in most countries worldwide. Watch for id[...]
Fiducient Advisors’ Investor Conference Power Hour: Collectibles with Altan Wuliji
During the Fiducient Advisors 2022 Investor Conference, Altan Wuliji, Senior Consultant in The Wealth Office, discussed his experience in the vast wor[...]
Trends in Target Date Fund Litigation
This video is intended for the exclusive use of clients or prospective clients of Fiducient Advisors. The information contained herein is intended for[...]
Fiducient Speaker Series with Greg Valliere
Greg Valliere, Chief U.S. Policy Strategist for AGF Investments and Brad Long, CFA, Fiducient Advisors’ Deputy Chief Investment Officer provide [...]
Quarterly Considerations – Third Quarter 2022
Watch Fiducient Advisors’ Brad Long, CFA, Deputy Chief Investment Officer in our Third Quarter 2022 Quarterly Update. This on-demand video cover[...]
Cryptocurrency and Retirement Plans: Friend or Foe?
Join Paige Thompson, Senior Consulting Analyst at Fiducient Advisors, as she delves into cryptocurrency and its recent inclusion in retirement plans.
The Bear Market Field Guide: Navigating Periods of Market Volatility
Brad Long, CFA, Deputy Chief Investment Officer, takes us through five key takeaway points when attempting to navigate periods of market volatility.
Menu Design Trends Amidst Market Volatility
Fiducient Advisors’ Paige Thompson, Senior Consulting Analyst, provides a brief overview of current menu design trends, QDIA selection and their[...]
Fiducient Speaker Series with Liz Ann Sonders
Join Liz Ann Sonders, Chief Investment Strategist for Charles Schwab and Brad Long, CFA, Fiducient Advisors’ Deputy Chief Investment Officer for[...]
Mid-Year Capital Markets and Economic Update
Fiducient Advisors’ Chief Investment Officer, Matt Rice, CFA, CAIA and Chief Market Strategist, Chris Kachmar, CFA present a timely and insightf[...]
NextGen Success: Planning Today for a Better Tomorrow
A well-constructed financial plan begins with a solid foundation for making informed financial decisions. Planning for the long-term might feel like a[...]
How to Protect Yourself from Fiduciary Liability
Paige Thompson, Senior Consulting Analyst, provides an overview of why Fiduciary Liability Insurance is so important for employers and plan fiduciarie[...]
Webcast: Designing and Maximizing a Cash Balance Plan Now and Into the Future
Cash Balance Plans require thoughtful design and management from start-up to maturing plans. Join our panel for this brief webcast as they discuss: [...]
What is Normal Volatility?
Brad Long, CFA, Partner & Deputy Chief Investment Officer at Fiducient Advisors discusses how to approach market volatility.
Why Fiduciary Liability Insurance is Needed More Than Ever
Litigation arising from the management of employee benefit plans has increased dramatically in recent years notably “excessive fee” litigation. Ne[...]
Fiducient Features: Current Impact and Future Implication of the Russia and Ukraine Conflict
Fiducient Advisors’ Brad Long, CFA and David Polak, Equity Investment Director at Capital Group discuss the Russia and Ukraine conflict, including: [...]
Inflation
Brad Long, CFA, Deputy Chief Investment Officer at Fiducient Advisors discusses recent inflation activity.
DOL Cybersecurity Guidance for ERISA Plans
The world of cybersecurity is constantly evolving and changing. Join our speakers as they delve into the recently published DOL guidelines: • Jim Je[...]
Fiducient Features: Inflation Q&A
Whether rising inflation proves to be transitory or more constant, elevated prices may have a meaningful impact on the economy and financial markets. [...]
Fiducient Speakers Series with Rupal Bhansali
We invite you to virtually attend our Fiducient Speaker Series featuring Rupal Bhansali, Chief Investment Officer and Portfolio Manager at Ariel Inves[...]
Setting a Fiduciary Framework
Defined Contribution Plan Fee Benchmarking & Best Practices
DiMeo Schneider Rebrands as Fiducient Advisors
DiMeo Schneider & Associates, L.L.C. today announced they will rebrand as Fiducient Advisors. DiMeo Schneider’s announcement of the new brand co[...]
Creating Your Fiduciary Trail with Fiducient Advisors
Fiducient Advisors: An Investment Partner You Can Count On
Our story is not about us. It is about our clients and the stories we help them tell. As fiduciary investment consultants, we combine decades of exper[...]
