Momentum for retirement income is building – and fast – but advisors and consultants introducing retirement income are still sometimes faced with three common objections to retirement income:
- Portability 2. Expense 3. Complexity
This webinar series will tackle each of the three through a discussion among retirement plan practitioners.
Upcoming Webinars
Reshaping Perception: Portability
Thursday, August 10
2:00 PM ET
Duration: 1 hour
Summary
Join a discussion around the issues plan advisors and plan sponsors face related to portability of in-plan retirement income solutions. After this session, attendees will understand:
- How to identify historical challenges related to portability for in-plan retirement income solutions
- The differences between participant-level and plan-level portability challenges
- Developments in technology and solution innovation to meet the historical challenges of portability
- Ways that plan advisors can communicate to clients and prospective clients related to historical portability challenges and how they are overcome
Speakers
Nicole Corning, AIF®, CFP®, CRPC®
Managing Partner
Pathlight Advisors
Michael Kleeman
Senior Director, Strategy & Business Development
Broadridge
David P. Nolan, CFA
Director of Investments & Research
Harrison Fiduciary
Reshaping Perception: Expense
Thursday, September 14
2:00 PM ET
Duration: 1 hour
Summary
Join a discussion around objections plan advisors face related to fees and expenses associated with in-plan retirement income solutions. After this session, attendees will understand the:
- Fiduciary requirements related to fees and expenses for retirement income solutions
- Structure of fees associated with in-plan retirement income solutions, including both explicit and implicit fees
- Methods and resources for comparing in-plan retirement income solution fees and expenses
- Opportunities (and differences) associated with in-plan retirement income solutions compared to those in the retail annuity marketplace
- Conveying the value and role of the advisor by assisting plan sponsors with this comparative analysis and documentation of the fiduciary process
Speakers
Jennifer Doss
Senior Director and Defined Contribution Practice Leader
CAPTRUST
Mike Sanders
Institutional Retirement Plan Advisor
CAPTRUST
Bonnie Treichel
Chief Solutions Officer
Endeavor Retirement
Reshaping Perception: Complexity
Thursday, October 19
2:00 PM ET
Duration: 1 hour
Summary
Join a discussion around the perceived complexity associated with retirement income solutions. After this session, attendees will understand the:
- Ways that retirement income has historically been perceived by plan sponsors
- Methods of simplifying the messaging for plan sponsors while maintaining the integrity of the process
- Transforming the communication process for participants to ensure utilization
Speakers
Michael Muirhead, AIF®, PPC®
Senior Director – Learning & Development
Broadridge Retirement and Workplace
Apryl Pope
Financial Advisor
Partner, Retirement Plan Partners, LLP Owner,
Pope Financial Planning, LLC
Chuck Williams
Chief Executive Officer
Finspire
Through this webinar series, you can expect to see an agenda that shines a spotlight on voices that are typically underrepresented in the financial services industry. We are doing this by following the standards for speaker diversity and visibility set forth by Choir.
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Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |