The symposiums, called Team 401(k), aim to show advisers how to reach out to larger plans by building a team of providers, according to 401(k) Rekon, a recently launched research provider for retirement plan advisers. The company also recently launched the Value-Add symposium targeting more experienced 401(k) advisers (see “401(k) Rekon Kicks off Symposiums for Retirement Plan Advisers”).
The first Team 401(k) symposium, limited to 80 advisers, is scheduled for June 15, in Raleigh, North Carolina. Subsequent symposiums will be held August 10 in Cleveland and September 23 in Orlando.
More information is available at www.401kRekon.com.