Thu Oct 29 PDT - Fri Oct 30 PDT (about 1 year ago)
In your timezone (EST): Thu Oct 29 11:00am - Fri Oct 30 8:00pm
The Ritz-Carlton, Marina del Rey
4375 Admiralty Way, Marina Del Rey, CA 90292, USA
The retirement industry is changing, and it is changing dramatically and rapidly. Plan sponsor’s expectations continue to grow and for plan advisors to keep up and continue to deliver value to their clients, they must find ways to manage those expectations. With fee pressures, the proliferation of lawsuits in the industry, new technologies and the need to be more “holistic” in service-delivery, this is no easy task. So, how do plan advisors accomplish all of this while competing for scale, managing their businesses and staying relevant in a booming market?
Over the course of 1.5 days, Institutional Investor’s Retirement Plan Advisor Summits will provide c-suite level executives from the most innovative and important retirement plan advisor firms the opportunity to share ideas and experiences on some of these issues likely to have the greatest impact on their clients and their businesses in the years to come. The sessions themselves will be formatted as case studies, expert perspectives, opinions, discussion tables, and workshops to foster collaboration and idea-sharing among leaders in the ever-evolving retirement plan advisor industry.