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LIMRA's Defined Contribution Advisor Insights

January 29, 2018
Webinar

Webinar time: 12:00 PM - 1:00 PM EST

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