Connecting with Clients

Fireside Chat: The Psychology of Financial Planning

Gain insights from psychology and cognitive biases that explain why investors can become their own worst enemies. Hear how understanding behavior can be the key to helping participants reach their financial goals. Speakers: Dr. Sonya Britt-Lutter, Director of Financial Health and Wellness, Texas Tech University’s School of Finance and Alison Cooke Mintzer, Publisher, ISS Media

People Savvy: Betsy Allen-Manning

Betsy Allen-Manning, a renowned leadership speaker and corporate culture expert for fast-growing companies, breaks down personality styles so you can work better with others and get the results you want. Studies show that 85% of success in life is due to people skills, yet they are some of the most difficult skills to develop. In this interactive presentation, Betsy took the audience through an engaging experience of how different personalities prefer to communicate, connect, be influenced, make decisions and resolve conflict.

Telling Your Story

Learn how to build your narrative and market yourself in today’s competitive retirement plan advisory marketplace with Rebecca Hourihan, Founder and CMO 401(k) Marketing, LLC.

Creating High-Impact Video Content

Learn how to use video to market yourself as an expert source of knowledge and deepen your connections with clients. Jodi Daley, Founder, West End Productions, shares tips and practical exercises.

Social Media Workshop

Learn how to build or enhance your presence on social media. Practical solutions for brand-building, targeting audiences and engaging connections will be explored. Hear how to take advantage of available social media tools.

Plan Advisement Trends and Innovations

Emerging Horizons: The Why Behind Convergence of Wealth & Retirement — What it Means for your Business

The convergence between wealth management and retirement consulting firms has continued to accelerate, and large wealth acquirers are joining the fray. Using the lens of “Why”, we explore what this means for retirement consulting firms and how this pivotal shift offers new viewpoints and growth paths that can reshape how you see and position your business. Speakers: Rob Madore, Vice President, MarshBerry and Alex Ortolani, Editor, PLANADVISER Digital

Seeing Opportunity in Change Sponsored by T. Rowe Price

Inflationary pressures. Ongoing market volatility. Legislative developments. If plan sponsors can expect anything, it’s the unexpected. But with change come opportunities for plan advisers to help plans and participants achieve better outcomes through financial wellness, retirement income, and retirement-focused investments. Discover the new challenges and opportunities emerging in the retirement industry—and what plan advisers can do to support the ongoing evolution of their clients’ plans. Michael Doshier, Senior Defined Contribution (DC) Adviser Strategist, T. Rowe Price

Rethinking Retirement: Current State, Challenges, and Future Opportunities

Comprehensive data from the ISS Market Intelligence Brightscope DC plan database reveal retirement savings gaps and opportunities for advisers to button up the gap. Hear how SECURE 2.0 creates a tail wind for growth for advisers and asset managers. Viraaj Kumar, Associate Director, ISS Market Intelligence, also presents ISS MI Brightscope and Discovery Data findings about where defined contribution assets live and where they are headed and a real picture of investment vehicle use in DC plans.

Guaranteed Lifetime Income: The Participant’s Point of View, Sponsored by Allianz Life

Interest in guaranteed lifetime income is growing, but plan participants want more than just a reliable stream of monthly income. Flexibility, accessibility, and other personalized features are paramount to helping participants achieve outcomes aligned with their unique priorities. This session highlights our latest research, plus four case studies demonstrating how an in-plan annuity can help drive positive outcomes for a diverse range of plan participants. Presenters: Joe Hendrickson, Vice President, Strategy & Relationship Management, Allianz Life Insurance Company and Mark Paulson, Vice President, Hedging, Allianz Investment Management

Practice Management

SECURE 2.0: Putting it into Practice Sponsored by ADP

Some provisions from the SECURE 2.0 Act are already in effect — and many are still on the way — helping to expand access to employer-sponsored retirement benefits and increase retirement readiness for more American workers. SECURE 2.0 added many substantial incentives for employers to adopt or enhance a retirement plan and several changes that will help employees save for retirement. As with any legislation, employers and employees continue to have questions surrounding the changes and the impact on their retirement planning and payroll, including new compliance elements. Speaker: Ron Ulrich, Vice President, Product Consulting and Compliance, ADP Retirement Services

Lesser-known Plan Administration Tips Fiduciaries Need to Know

Pete Welsh, Managing Director, Head of Retirement Services offers tips covering plan amendments, plan terminations, auto portability and emergency savings. Sponsored by Millennium Trust Company

Total Benefits or Retirement Only

Increasingly, retirement plan advisers are being asked to help with the total benefits experience—as attracting and retaining staff and employees’ overall financial wellness are top priorities for plan sponsors. In addition, the focus shift to decumulation in retirement has plan sponsors asking for Social Security and Medicare education, as well as ways to help employees plan for health care expenses in retirement. Learn about the evolution of the personalized employee benefit experience and how advisers can get in on this service model.

Driving Participant Engagement

A retirement plan sponsor and adviser share methods they’ve used for successfully getting participants to engage in retirement and financial planning.

Getting Junior Staff up to speed

Get practical suggestions for team structure and management and how to help junior staff learn and grow.