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