Featured Jobs
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The MandMarblestone Group, llc
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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MAP Retirement
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Relationship Manager - Actuary Daybright Financial
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Regional Vice President, Sales MAP Retirement
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Daybright Financial
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MAP Retirement
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Retirement Relationship Manager MAP Retirement
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Goldberg, Swedelson & Associates
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The Pension Source
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MAP Retirement
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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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