Featured Jobs
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BPAS
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July Business Services
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Anchor 3(16) Fiduciary Solutions
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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Strongpoint Partners
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EPIC RPS
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Retirement Plan Consultants
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Combo Retirement Plan Administrator Strongpoint Partners
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Compass
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MVP Plan Administrators, Inc.
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Retirement Plan Administration Consultant Blue Ridge Associates
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Nova 401(k) Associates
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Managing Director - Operations, Benefits Daybright Financial
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Mergers & Acquisition Specialist Compass
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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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