Shareholder Update for Plan Sponsors (Recorded)



Shareholder Update from Francis Investment Counsel

Addressing important considerations for plan sponsors

Our leadership team collectively discusses common questions and concerns for plan sponsors given the fallout surrounding COVID-19. Listen in for coverage of:

  • How Francis Investment Counsel is maintaining current business operations
  • Reminders of important parts of the investment consulting process during times of market volatility
  • An update on capital markets, given direct interactions with investment managers
  • Key areas of focus in ongoing investment manager due diligence
  • Elements to monitor with retirement plan service providers
  • How to best communicate with employees during economic uncertainty


Important reminder: If you are a current client of Francis Investment Counsel, please look for communication or reach out to your relationship manager for further direction regarding the availability of the MoneyAdvice@Work® mobile application and direct access to the COVID-19 employee resources page.