A Trump executive order has opened the door for alternative investments, such as private equity and cryptocurrency, to be included in defined contribution plan investment menus, and providers have already begun offering solutions. What does the executive order say, exactly? What additional guidance is needed? What about this should advisers be discussing with their clients? Listen as industry experts discuss the potential implications for plan sponsors and participants as well as the mechanics of including alternative investments in DC plans.
Join PLANADVISER as we share results of our 2026 Adviser Value Survey. Sponsors of retirement plans of all types and sizes let us know what they value in their advisers and how advisers meet their needs and those of the plan and participants. Speakers will also discuss strategies for showcasing value to clients and prospects and for pricing services appropriately.
Changing demographics and advancing technology are shaping recordkeeper service models and platforms. Learn what tools and resources advisers need in a recordkeeping partner and how recordkeepers deliver. Speakers will also discuss elements of optimal adviser/recordkeeper relationships.
A large percentage of financial advisers—including those who work with retirement plans—are older than 50, and close to 40% are expected to retire within the next 10 years, according to research from Cerulli Associates and Commonwealth. To continue serving plan sponsors and participants, the industry must attract fresh, diverse talent across both advisory and support roles. In this webinar, retirement plan advisory firm staff will share what attracted them to the industry and what keeps them there. Speakers will discuss strategies for drawing in new talent and potential talent pipelines.
A comprehensive, interactive event that provides insights and resources to help advisers run their business and serve participants, keeping themselves and their practices relevant.
Discover the changing dynamics of retirement planning with a focus on "value creation" during the decumulation phase. Join us for an insightful webinar featuring Danielle Kelso, Senior Institutional Solutions Consultant, and Matt Gray, Vice President, Employer Markets, from Allianz Life Insurance Company of North America. They will explore what constitutes success in retirement and present case studies highlighting both the quantitative and qualitative advantages of incorporating annuities into retirement portfolios.
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
In recent years, many defined benefit plan sponsors have maintained significant allocations to equity investments, experiencing asset growth. Now, as market volatility threatens funding ratio gains, it’s important to consider strategies to help lock in DB plan funding gains and reduce investment risk.
Get perspective and insights from defined benefit leaders as they discuss:
• What to consider when implementing or adjusting a liability-driven investing (LDI) strategy
• When pension risk transfer (PRT) may be an option
• How consolidating services with one provider could help improve risk alignment
In a challenging time for pension plan management, you can prepare to de-risk when the timing is right.
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
How big of a difference can $1K make? For retirement plan engagement, the answer could depend on how well RPAs and recordkeepers understand and communicate the relationship between short-term and long-term savings to plan sponsors and their benefit-eligible employees. Under the SECURE 2.0 Act, employees can withdraw up to $1,000 once a year from their traditional 401(k) retirement accounts for self-identified emergencies, without paying the 10% early withdrawal tax. Research and thought leadership from Commonwealth, BlackRock’s Emergency Savings Initiative, Compass Financial Partners, a Marsh & McLennan Agency LLC Company, and Voya Financial sheds light on the wide-ranging needs of employees in a geographically diverse workforce, and how a suite of emergency savings and liquidity options can best serve workers, and where the new provision fits into those options.
This webinar will:
● Dive into the impacts of SECURE 2.0’s $1K withdrawal provision on retirement plan engagement
● Share the RPA and recordkeeper's points of view on the implementation and impact of emergency savings benefits
● Provide tangible action steps for attendees to consider adopting a proactive provision promotion approach for their teams
All views and opinions expressed by panelists are their own and are not intended to be those of sponsoring or partner organizations.
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
