Webinar: Looking Forward: How to Set Up Safeguards for the Future

By Bolton October 30th, 2020

View the final webinar in our series aimed at helping your organization navigate through and beyond COVID-19.

Bolton’s employee benefit experts, Jim Ritchie, ASA, EA, FCA, MAAA, Geoff Adams, and Gio Forte, are joined by Bolton’s Chief Actuary, Ellen Kleinstuber, FSA, EA, FCA, MAAA, FSEA, as moderator.

During the discussion, our team provides valuable insights and practical action items to help you prepare your organization to move into and beyond 2021, including:
• Retirement: Providing retirement plan sustainability using a variable annuity plan design
• Health: Mental health, telemedicine, deferred surgeries and chronic condition management
• Investment: Dispersion between growth and value investing and strategic asset allocation