About

The half-day Advisers in Conversation will bring some of the country’s top retirement plan advisers together to discuss industry trends, best practices and innovative industry and community initiatives. Join your peers to exchange ideas and make connections that will help elevate your business, make a difference for your clients and evolve the retirement plan advisory industry.

Agenda

PLANADVISER 2024 Advisers in Conversation

  1. 3:00 – 3:30 p.m.

    Registration

  2. 3:30 – 4:00 p.m.

    Advisory Services and Team Structure

    Industry leaders will discuss what services plan sponsors are increasingly asking for, the evolution of participant services and how evolving service models affect advisory team structure.

  3. 4:05 – 4:55 p.m.

    Building Businesses and Improving Outcomes

    Attendees will break into groups to discuss marketing and client prospecting; advising to MEPs, PEPs, startups and non-401(k) plans; delivering non-conflicted retirement planning advice; and designing plans for better outcomes.

  4. 5:00 – 5:45 p.m.

    Sponsored Presentation

  5. 6:00 p.m.

Register

Registration is now open for retirement plan advisers. We hope you can join us for this new and exciting event.

 

Pricing

Finalists: FREE

Sponsors

Become a sponsor.

Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of retirement plan advisers.

Venue

CURRENT at Pier 59, New York City

PLANADVISER 2025 Advisers in Conversation
CURRENT at Pier 59,
New York City