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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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EPIC RPS
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Before the Storm: Preparing for Takeovers and the Data Drama AheadASPPA [American Society of Pension Professionals & Actuaries] |
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Aug. 22, 2025 On-Demand Webinar |
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Takeovers and plan conversions rarely start with a clean slate—and if you're not prepared, the challenges can escalate quickly. This webcast is your early warning system, helping you anticipate the data demands and operational pitfalls that often derail smooth transitions. We’ll walk through how to get ahead of common issues, build proactive strategies, and lay the groundwork for success before the takeover clock starts ticking. Perfect for those new to takeovers or looking to strengthen their front-end processes, this session is the calm before the conference storm. |