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Retirement plans are growing more complex—and more plan sponsors are relying on a third-party advisor for objective due diligence, plan guidance, and investment support. The retirement plan consultant plays a key role in plan management, yet little information is available on how the services they provide have evolved.
Until now.
A new, NYLIM Retirement Plan Services-commissioned study by noted industry analyst Ann Schleck examines trends and growth areas in the retirement plan consultant market. Ann will be joined by Don Salama, Senior Managing Director, Sales & Marketing, NYLIM Retirement Plan Services and two survey participants—Mark Paone, Smith Barney Consulting Group, and Mike Hudson, CapTrust Advisors—to highlight key survey findings, including:
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What services leading consultants offer, |
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Who's offering what consulting services and how they are priced, and |
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Strategies to help you differentiate your practice. |
The session is scheduled for Tuesday afternoon, October 3. After the session, you are invited to join us for dinner.
Act now! Dinner space is limited and reservations are required to attend.
To reserve your seat for dinner, please complete the registration form below. You will receive an e-mail confirmation of your registration that will include details on the time and location.
Note: It is the responsibility of each attendee to get approval from their own broker/dealer to attend this post-conference dinner.
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You will receive an email confirmation of your registration.
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