Upcoming Events, Programs and Workshops

Video On-Demand Workshop – 20/20 Vision: Secure DC Plans for Positive Retirement


Passage of the SECURE Act in late 2019, together with significant new retirement plan regulations, are creating additional decision points for plan sponsors. These changes represent the latest developments in the continued evolution that is reshaping the defined contribution (DC) plan landscape. Plan sponsors need to better understand and know how to respond to these changes. With the right combination of preparation and education, it is very possible to offer a robust, well-conceived plan that helps employees prepare for the next chapter of their lives while meeting your responsibilities as a fiduciary.

37th Annual DeMarche Client Conference – 20/20 Vision: Managing the Unforeseen (Open to clients and invited guests)

September 23-25, 2020 

The DeMarche Client Conference is going virtual. Join us online from September 23-25 for the 37th Annual DeMarche Client Conference – 20/20 Vision: Managing the Unforeseen. Together, we will look past the noise and focus on the critical investment issues, market forces, and industry trends that will impact your investment strategies and portfolio returns in 2020 and beyond.