Pensions and Retirement Training Course on Robo-Advisory in DC Plans

Module 1: Introduction to Robo-Advisory in DC Plans
Definition and evolution of robo-advisors
Overview of digital investment platforms and algorithms
Role of technology in modern retirement planning
Advantages and limitations of robo-advisory in DC plans

Module 2: DC Plan Structure and Participant Needs
Key features of defined contribution plans
Understanding participant behavior and engagement challenges
Aligning robo-advisory solutions with participant objectives
Case study: Participant-centric investment strategies

Module 3: Risk Profiling and Automated Portfolio Allocation
Methods for digital risk assessment and profiling
Designing asset allocation models for diverse participant segments
Automated portfolio construction and diversification strategies
Practical exercise: Creating sample risk profiles and allocations

Module 4: Rebalancing, Monitoring, and Performance Measurement
Automated rebalancing strategies in DC plans
Performance tracking and reporting tools
Integrating robo-advisors with plan administration systems
Exercise: Monitoring and evaluating digital investment portfolios

Module 5: Regulatory Compliance and Future Trends
Legal and fiduciary considerations in robo-advisory for DC plans
Data protection, cybersecurity, and privacy issues
Emerging trends in AI and fintech for retirement planning
Group discussion: Future of robo-advisory in pension management