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Fee and revenue disclosure is at the forefront of the retirement plan industry. But up until now, there's been a noticeable lack of benchmarks and best practices about services delivered, fees and commissions, and disclosure.
A new study of top consultants commissioned by New York Life Retirement Plan Services zeroes in on trends and strategies in compensation and communication. The results of the study will be shared during the 2007 Advisor Conference, sponsored by the Center for Due Diligence.
You'll gain valuable insights into:
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Advisor and consultant business practices and range of services provided. |
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Commission methods and disclosure. |
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Consultant fee methods and disclosure. |
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Retirement industry trends. |
You won't want to miss it!
| What: |
Benchmarking Advisor Fees and Disclosure Best Practices |
| When: |
Monday, October 1 at 9:30 a.m. |
| Where: |
Salon D&E, Fairmont Scottsdale Princess |
| Panelists: |
Ann Schleck, Principal, Ann Schleck & Company
Don Salama, Senior Managing Director, New York Life Retirement Plan Services. |
Join Us for Dinner to Hear More Details
If you'd like to hear more about the study, you are welcome to join us for a special post-presentation dinner with study author Ann Schleck on Monday, October 1. Please register below to attend. Location details will be sent to all registered participants.
Note: It is the responsibility of each attendee to get approval from their own broker/dealer to attend this post-conference dinner.
Visit Us at Booth 22E
If you'd like to get more information on the defined benefit, defined contribution, TRO and Taft-Hartley retirement plan solutions offered by New York Life Retirement Plan Services, be sure to visit us during the conference. |
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You will receive an e-mail confirmation of your registration.
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