WiPN Carolinas | Chocolate Tasting & Topic: Proving prudence and participant loyalty: A plan committee defends itself

We will enjoy a chocolate tasting with Charlotte based Potts Chocolates and an engaging industry topic.

Employer-sponsored retirement plans have faced litigation over purported breaches of fiduciary duties. Nearly all the cases have been class-action suits which led to monetary settlements outside of court. However, when confronted with their own case, American Century Investments® took a stand by taking the case to trial. Learn how the committee successfully defended itself by vowing to do what was right versus easy.

Register here in advance.

About Our Speaker

Diane Gallagher

Vice President, Client Marketing and Value-Add Programs
American Century Investments®

Diane Gallagher is responsible for developing content and value-add programs for clients. She is also a frequent financial services industry speaker and has earned many awards for her communication programs.

Diane originally joined American Century Investments in 1995 and developed communication programs for clients of J.P. Morgan/American Century Retirement Plan Services. Prior to returning to American Century in 2012, Diane was Vice President, Retirement Insights for J.P. Morgan Asset Management. She has held additional roles in product marketing, corporate and participant communications, education and media relations. She holds FINRA Series 7, 63 and 24 licenses.

Diane Gallagher

Our Sponsor

American Century Investments