Plan Design
February 1, 2021
76
 MIN

JD Carlson is the owner of Plan Design Consultants, a third-party administrator, and the host of the popular web show, Retireholi(k)s.

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Participant Support
January 4, 2021
69
 MIN

Katherine Roy is Chief Retirement Strategist for J.P. Morgan where she leads a team that focuses on providing unique insights that can be used to provide better retirement planning advice to investors.

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Investment Process
December 14, 2020
82
 MIN

Michael Doshier is a Senior Defined Contribution Advisor Strategist for T. Rowe Price where he helps further the firm’s position as a thought leader in the retirement arena.

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Participant Support
November 30, 2020
67
 MIN

Eugeny Prudchyenko is co-founder and CEO of EvoShare. an innovative cashback rewards platform that aligns consumer spending and retirement saving.

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Fiduciary Governance
November 16, 2020
72
 MIN

Diane Gallagher is Vice President of Value-Add Programs at American Century Investments where she is the firm’s spokesperson on retirement investing and chairs the company's retirement plan committee.

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Investment Process
October 19, 2020
74
 MIN

Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers the world to invest fearlessly.

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