Investing in your DC Plan: Target Date Funds - Do They Work?
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Please join us on Thursday March 16th, 2017 at the Fairmont Palliser Hotel, 133 – 9 Ave. SW Calgary. |
With the dominance of Target Date Funds (TDF), being used as default choices in employer sponsored retirement plans, it can be challenging to understand the differences between various offerings. In this session our presenters will take a closer look at: - The changing landscape of this product class over the past 15 years
- Addressing where TDFs originated, including why certain enhancements have been adopted into design
- Helping you to position the most suitable offering for your to plan members
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CE CREDITS PENDING |
| Keith J Tomchuk, CFA
Senior Investment Consultant, Willis Towers WatsonKeith Tomchuk is a senior consultant in Willis Towers Watson's Investment line of business in Calgary. He has more than 25 years of professional experience, including:
- Strategic advice on all aspects of endowment, DB and DC plan management including:
- Investment performance monitoring
- Investment manager review/selection
- Governance reviews
- Endowment and pension plan financial risk management, including investment strategy
- Member of Willis Towers Watson's DC Core Team which is responsible for development of DC consulting service offerings
| | Keith graduated from the University of Calgary with a BSc degree in Geophysics (1985) and a BSc degree in Actuarial Science (1989). He is a CFA charterholder. |
 | Sonya Uppal
Vice President of Defined Contribution and Retirement, Franklin Templeton Investments
Sonya Uppal is the Vice President of Defined Contribution and Retirement for Franklin Templeton Investments. Joining FTI in 2013, Sonya leads the sales effort for the Defined Contribution & Retirement business in Western Canada developing and growing relationships amongst the pension brokerage and independent advisor market.
With over 15 years of experience in the Financial Industry Sonya has supported multiple distribution channels in Western Canada working closely with MFDA, IIROC and Life Insurance platform partners to identify investment suitability within our solutions available to Canadian investors and plan sponsors. |
Sonya holds a Bachelor of Management degree (B Mgt) from the University of Lethbridge and is a Certified Investment Manager (CIM designation holder). |
| | | What attendees are saying about our recent sessions- “When a presenter holds your attention with content and style and you don't realize an hour has passed, they have done an excellent job.”
- “Really good presenter and topic of presentation is timely. The presenter made a very technical topic accessible and interesting.”
- “Highly recommend PD day for my colleagues to attend in the future.”
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| | WhenThursday March 16, 2017
11:30 am to Noon - Registration and Buffet Lunch
Noon to 1:30 pm - Presentation and Questions
| | Where
Fairmont Palliser Hotel
133 9th Avenue SW
Oval Room | | | | | | | | | | Registration Fee
CPBI Members: $ 65
Future Members: $ 95
Table of 8: $ 640
GST #106865330 RT0007 | | Information
Krista Esau
Phone: (587) 435-2724
[email protected] | |
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