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LIMRA's Defined Contribution Advisor Insights

1/29/2018 12:00 PM - 1:00 PM
Webinar

Overview

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.

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

Presenters

Deb Dupont
Associate Managing Director, Institutional Retirement, Secure Retirement Institute

Deb Dupont

Associate Managing Director, Institutional Retirement, Secure Retirement Institute

Deb Dupont is responsible for the Secure Retirement Institute'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 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. 

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

(860) 298-3843

dboone@limra.com