Are you confident in your ability to communicate the value of the 401(k) to clients and critics? With the spotlight on the retirement ecosystem due to ongoing scrutiny, and the 50-year anniversary of the Employee Retirement Income Security Act of 1974 (ERISA) ahead, now is a great time to arm yourself with information on the subject. Hear our insider experts speak on DC system successes and how the combination of technology and policy advancements have driven the retirement ecosystem to where it is today. Incorporate these actionable insights into your pitch to differentiate your own value proposition as a retirement plan advisor.
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Presenters: Michael Davis Throughout my career, from my years at investment banking firms to serving in federal government, I have recognized the importance of serving public and private sector interests by providing retirement and investment insights, products, policy, and education. |
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Presenters: Michael Doshier Michael shines a light on emerging retirement trends, shifting investor demographics, and the increasing impact of regulation. The research, insights, education, and experience that he and his colleagues analyze and share are all developed with their advisor, consultant, plan sponsor, and participant clients in mind. |
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