Featured Jobs
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Compass
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MVP Plan Administrators, Inc.
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Regional Vice President, Sales MAP Retirement USA LLC
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July Business Services
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Mergers & Acquisition Specialist Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Strongpoint Partners
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EPIC RPS
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Anchor 3(16) Fiduciary Solutions
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Managing Director - Operations, Benefits Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Administration Consultant Blue Ridge Associates
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Combo Retirement Plan Administrator Strongpoint Partners
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Retirement Plan Consultants
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Nova 401(k) Associates
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BPAS
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View More Broadridge Webinars, Podcasts and Conferences
Marketing Your Fiduciary ExcellenceBroadridge |
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Jan. 11, 2024 On-Demand Webinar |
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Rebecca Hourihan will describe the dominant factors faced by retirement plan advisors and their marketing of 401(k) plans. She will describe generational shifts among plan participants, the relevance of fiduciary excellence, and how clients will perceive and digest information in order to make a buy decision. She will also describe strategies for retaining 401(k) plan clients. Ken Parkinson, VP Retirement Plan Services at Hardy Reed, a CEFEX-certified Investment Advisor, will also describe strategies for retaining 401(k) plan clients. These 30 minutes will include a real time case study. Learning Objectives: By the end of the session, attendees will be able to…
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