How Can We Help You? Exploring DC Advisor Service Offerings
7/18/2018 12 - 12:30 p.m.
Webinar
Overview
Who Should Watch
Anyone who works with or needs to understand/influence advisors in the Defined Contribution space.
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.
Highlights
Service to sponsors and participants is of paramount importance to plan advisors, and in order to better support their efforts, knowing how they craft their own service offering is paramount. Webinar content explores service offerings of these advisors, with added insights based on practice size (small, medium, and mega advisors from an AUA perspective), and compensation method for the DC practice (fee vs. commission).
Assistant Vice President, Workplace Retirement Research, LIMRA and LOMA
Deb Dupont is responsible for LIMRA’s institutional (retirement plans) retirement research program. She conducts and supervises research, benchmark reporting, and study groups focused on the issues and trends faced by constituents of the defined contribution industry. She also provides guidance and thought leadership in helping LIMRA's member firms better understand the opportunities available for improving delivery of institutional retirement solutions.
Prior to joining LIMRA in 2014, Deb was the Director of ING's Retirement Research Institute (the Institute), where she created, managed, and published a research platform that included work focusing on multi-cultural, generational, and gender-based analyses of retirement behaviors, and also published insights and analyses of ING's own cross-defined contribution (i.e., across employment sectors) participant base. Deb's work has been recognized for effectiveness and quality by some of the most prestigious awards in the financial services and communications industries, including the Insurance and Financial Communicators' Association and the International Association of Business Communicators. She is a graduate of the University of Connecticut.