Things are moving fast in the financial markets and economy. In turbulent times, the decisions you do or don’t make have a big impact on the future success of your retirement plan. To help digest some macro events and share a few 401(k) panic buttons to avoid, I am happy to welcome Jamie Battmer, Chief Investment Officer for Lockton Retirement Services to the podcast. I won’t steal Jamies thunder, but let’s just say I learned a lot of hope you get as much out of it as I did. 

 

Guest Bio

Jamie leads the investment research team that recommends portfolios to Lockton clients. His other duties include consulting, speaking, and writing on market and economic trends, providing fiduciary documentation on investment decision-making, and developing new asset-management tools and capabilities, such as model portfolios or custom-asset allocation glide-paths.

Jamie has more than 20 years of experience analyzing individual securities, constructing portfolios, and providing economic and market commentary.

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!