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In Practice December 12, 2024
2024 PLANADVISER 360 On Demand
This year's PLANADVISER 360 brought together advisers, thought leaders and plan providers. Below, we offer on-demand viewing of sessions including CEOs, top advisers, ERISA experts, policymakers and innovators.
Reported by PLANADVISER
State of the Retirement Plan Industry With Lisa M. Gomez
The DOL’s EBSA head discusses pressing issues in the retirement space.
Speakers: Jania Stout, Lisa M. Gomez
Participant Behaviors and Engagement
Industry leaders discuss how to help participants reach their goals.
Speakers: Gina Buchholz, Liz Davidson, Marc McDonough, Courtenay Shipley, Kelli Send
Wealth Services: Balancing Opportunity With Conflict
Experts discuss the opportunities and challenges of the retirement and wealth convergence.
Speakers: Deena Rini, Scott Colangelo, Jackie Reeves, Bonnie Treichel
The Fiduciary Update
ERISA Expert Fred Reish gives an update on fiduciary rules for rollovers.
Speaker: Fred Reish
Should Advisers Expand Into Health Plan Advising
Health industry experts discuss this trending area of advisement services.
Speakers: Sean Bjork, Hugh O’Toole, Jamie Greenleaf
Retirement Evolution
Behavioral economist Shlomo Benartzi unveils a new retirement visualization tool.
Speakers: George Fraser, Shlomo Benartzi
Recordkeepers and Advisers: How to Collaborate
Recordkeepers answer questions from plan advisers.
Speakers: Kim Cochrane, Jason Crane, Melissa Doucette, Kurt Ritter, Collin West
Fireside Chat with Dan Houston and Leah Sylvester
The CEO of Principal Financial Group talks with a top plan adviser.
Speakers: Leah Sylvester, Dan Houston
Building the Defined Contribution Plan of the Future
Sponsored by TIAA
Panelists discuss the latest in plan design, policy issue and how to tackle the absence of predictable retirement income.
Speakers: Alison Cooke Mintzer, Bret Hester, Jason Key, Tim Pitney, Diron Scott
Building Team Culture
Panelists discuss how to improve diversity, equity and inclusion in the advisory industry.
Speakers: Derek Fiorenza, Liz Aidoo, Gerald J. Wernette
Aggregators Discuss Retirement to Wealth
Retirement and wealth advisory leads discuss strategies and outlooks.
Speakers: Rob Madore, Ken Bond, Joesph F. DeNoyior, Craig Reid
2024 Litigation Trends
An ERISA experts discusses the latest trends in 401(k) plan litigation.
Speakers: Sean Kelly, Dan Aronowitz
Client Attraction and Retention
Advisers discuss successful strategies for client attraction and retention.
Speakers: Kathleen Kelly, Douglas Stalter, Neal Stamper
Case Study: Building a Modern Plan Advisory
Jeff Cullen discusses how he built and is evolving a successful advisory practice.
Speakers: Jeff Cullen, Jeanne Sutton