A joint webcast with Pensions & Investments: The 2018 Retirement Plan Adviser Outlook

Thurs, Dec 7 | 4:00pm-5:00pm ET


Institutional intelligence for the informed adviser: Strategies for accelerating the growth and development of your defined contribution plan business.

As the universe of retirement plans rapidly evolves – and becomes increasingly complex – InvestmentNews and Pensions & Investments are collaborating to educate financial advisers on how they can navigate the new world of retirement plan advice.
Specifically, IN and P&I will host a live, interactive webcast that will focus on the future of the regulatory, investment and participant-based issues that are re-shaping the business of providing advice to defined contribution plan sponsors. As we head into 2018, we will also use this webcast to provide an outlook and help plan advisers learn more about the evolving needs of plan sponsors – and ultimately what plan sponsors will be looking for when hiring new plan advisers.

Topics covered by a panel of experts will include:
  • How to build “Future Proof” defined contribution plans
  • How to navigate a new world of fees, transparency and low-cost investing
  • An update on the DOL fiduciary rule and regulations that will impact retirement plan advice in 2018

Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.


Panelists
 
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Christopher M. Luongo
Vice President, Strategy, Marketing and Investments Retirement Services,
a division of ADP, LLC
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Blaine Aikin
Executive chairman,
Fi360
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David Pappalardo, CAIA, MSFP
Senior Vice President, Advisor Solutions Group Practice Leader Rogerscasey,
a Division of Segal Marco Advisors
Moderators
                                                                                                                     
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Mark Bruno
Associate Publisher,
InvestmentNews
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Greg Crawford
Director of Content Solutions,
Pensions & Investments



 
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