Institutional intelligence for the informed adviser: Strategies for accelerating the growth and development of your defined contribution plan business.
Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.
Date: Thursday, December 7, 2017
Time: 4-5 PM ET
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
Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.
For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.
For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.
Please contact us at firstname.lastname@example.org if you have any questions.