Wells Fargo Advantage Funds to Hold Live Webinar on Evaluating Retirement Plan Holdings
February 27 2015 - 2:06PM
Business Wire
Three Pillars for Plan Construction Success webinar
presents a process for plan construction to help provide a better
outcome for participants
In a webinar to be held on Tuesday, March 3, at 11 a.m. PT (2
p.m. ET), retirement plan advisors and plan sponsors are invited to
spend an hour with Wells Fargo Advantage Funds’ investing experts
to take an in-depth look at portfolio construction, with an
emphasis on fixed-income options.
“Retirement plan fiduciaries are required to manage investment
risk for the plans they manage,” said Jim Kochan, chief
fixed-income strategist for Wells Fargo Funds Management, LLC.
“Bonds have traditionally served as a portfolio’s ballast, keeping
the ship on an even keel during stormy times. But in an era where
we’ve seen unusual events occur in the markets, plan fiduciaries
need to deepen their understanding of overall portfolio
construction and the impact of plan holdings on outcomes for
participants. This is particularly crucial for plan participants
who are close to retirement.”
Three Pillars for Plan Construction Success is geared
specifically to professionals in the retirement plan industry who
advise or sponsor company plans. The three pillars provide a new
model for evaluating the role of different types of holdings in a
retirement portfolio. Attendees will hear about helpful strategies
that plan sponsors and advisors can use to reevaluate their plan
lineups as well as a process to use for making potential
changes.
To illustrate the concept, Kochan and Retirement Plan Consultant
Sean Laird will look specifically at the fixed-income space. They
will discuss the role bond investments play in participants’
portfolios and offer an effective way to evaluate fixed-income
securities. They suggest that retirement plan investment options
should meet three important criteria, as represented by the three
pillars:
- Mitigate risk through lower
correlations
- Increase stability when markets are
stressed
- Strive for consistency over time
The webinar offers more than theory; attendees will come away
with a structured evaluation process that they can apply when
selecting investments for retirement plans.
To register for the webinar, please click here or call
1-800-368-7560.
About Wells Fargo Funds Management
Wells Fargo Funds Management, LLC, a wholly owned subsidiary of
Wells Fargo & Company, provides investment advisory and
administrative services for Wells Fargo Advantage Funds. Other
affiliates of Wells Fargo & Company provide subadvisory and
other services for the funds. The funds are distributed by Wells
Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate
of Wells Fargo & Company.
NOT FDIC INSURED • NO BANK GUARANTEE • MAY
LOSE VALUE
Photos/Multimedia Gallery Available:
http://www.businesswire.com/multimedia/home/20150227005959/en/
Media contact:Wells Fargo Funds Management Group, LLCSondra
Harris, 415-222-0102sondra.harris@wellsfargo.com
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