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LIMRA's Defined Contribution Advisor Insights

January 29, 2018
Webinar
Video Play
WATCH THE VIDEO PRESENTATION

Presenters

Deb Dupont
Associate Managing Director
LIMRA Secure Retirement Institute

Merl Baker
Principal
Brightwork Partners

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Who Attends

Anyone with a vested interest in reaching and understanding advisors who sell defined contribution plans.

Highlights

Understanding the advisors who sell Defined Contribution plans is critical for companies – particularly recordkeepers and other service providers – who want to succeed in the DC space. Talking with and understanding these advisors – a difficult “breed" of financial advisor to pin down– is a key part of LIMRA's value proposition in our workplace retirement research efforts. We invite you to a special presentation of a recent in-depth study, conducted in partnership with Brightwork Partners, of these advisors. 

Join Deb Dupont, Associate Managing Director at LIMRA and Merl Baker, Principal, Brightwork Partners, who will explore:

  • Practice Profiles
  • Investment vehicle and platform preferences
  • Preferred investment managers attributes
  • Priorities in selecting funds, including target-date-funds
  • Reactions to DOL fiduciary
  • Plan Sponsor service offerings


FOR MORE INFORMATION CONTACT

Debbie Boone
Event Coordinator
dboone@limra.com
(860) 298-3843