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Retirement Plans Study Group

Mission The purpose of the Study Group is to discuss and assess market trends, the regulatory environment, and the potential impact of trends and regulations on products in the retirement plans market. The Study Group may periodically invite experts to provide additional insight on selected topics. Areas of discussion may include fiduciary products and services, participant education, financial advisor tools, plan administration, recordkeeping, and investment platforms. Composition This Study Group is recommended for individuals responsible for product development, marketing and/or competitive intelligence within their organization's retirement plans business. Limit of two representatives per organization.

Target Membership: Individuals responsible for product, development, marketing and/or competitive intelligence within their organization's retirement plan business.

Typical Topics Discussed: Areas of discussion may include fiduciary products and services, participant education, financial advisor tools, plan administration, recordkeeping, and investment platforms.

Please contact your Member Relations Director for more information.

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