Who Should Watch
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.
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