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Daybright Financial
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EPIC RPS
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Regional Sales Director-Mid Atlantic July Business Services
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Nova 401(k) Associates
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Director, Strategic Accounts and Channel Development July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Stones River Consulting
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Independent Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Spectrum Pension Consultants (part of Daybright Financial)
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| Webinars and Podcasts |
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View More American Retirement Association [ARA] Webinars, Podcasts and Conferences
The Critically Important (and Increasing) Role of Retirement Plan PersonalizationAmerican Retirement Association [ARA] |
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Sept. 15, 2024 On-Demand Podcast |
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The role of personalization in retirement plans is an increasing industry focus as a way to potentially ensure successful outcomes. So, what is Morningstar Retirement’s view on the importance of personalization in the industry? We asked Morningstar’s Chris Weirath, Head of Business Development and Client Success, that very question, as well as how managed accounts fit in. It’s a fascinating discussion that also touched on the convergence of wealth management and retirement planning. We began by asking Chris a bit about herself, something not found in her LinkedIn profile. |