AI for Retirement Professionals: Practical Tools for a Smarter Practice

Western Pension & Benefits Council - Orange County Chapter

Join us and bring your laptop for an interactive, focused and informative program designed to help retirement professionals understand and apply artificial intelligence tools that enhance operational efficiency and support business growth. Together we'll explore practical, compliance minded approaches to integrating AI into daily workflows, client interactions, and strategic decision making.

The session will feature insights from three industry professionals, each offering a distinct perspective on the evolving role of AI within retirement services:

Lyle Flatebo, PPSS — Third Party Administrator Perspective
Mr. Flatebo will discuss how TPAs are utilizing AI to improve administrative accuracy, streamline plan management processes, and enhance responsiveness to plan sponsors.

Paul Yossem, Nationwide — Recordkeeping and Financial Advisor Perspective
Mr. Yossem will outline practical applications for advisors and recordkeepers, including how AI supports communication, content development, data organization, prospecting efficiency, and overall time management.

Zac Koch, Virtus — Investment Perspective
Mr. Koch will provide an investment focused review of how AI is being used in research, market monitoring, portfolio evaluation, and the delivery of more informed investment conversations.

Participants will have the opportunity to engage directly with AI tools, ask questions, and observe demonstrations illustrating how these technologies can be responsibly incorporated into daily practice.

Key Takeaways
• Enhanced understanding of AI applications across multiple areas of financial services
• Strategies to improve productivity and operational efficiency
• Approaches to strengthening client engagement and business scalability
• Tools and insights to support improved profitability and long-term practice growth

We invite you to join us for a professional and informative discussion on how AI can become a meaningful asset within your practice.

More Information, How to Register