The Guardian Retirement Solutions 401(k) G2 Summit: Gain and Grow is a national series of interactive educational events for financial professionals that centers on the micro- and small-plan marketplace, which consist of 401(k) plans with under $5 million in assets. This segment makes up 95% of all qualified plans and represents more than $750 billion in plan assets, according to 2012 data from Cerulli Associates.
“Many financial professionals make the mistake of ignoring the micro- to small-plan market, or feel they have to go it alone,” said Steve Davis, national sales manager at Guardian Retirement Solutions. “We want to help financial professionals who currently sell 401(k)s or are considering entering the marketplace do so effectively and efficiently by working with the right service providers to help them save time, mitigate risk and meet client needs.”
The G2 Summit is designed to demonstrate how financial professionals can maximize opportunities in the micro- to small- plan marketplace by learning to effectively leverage service providers like third-party administrators (TPAs), fiduciary support services, recordkeepers and defined-contribution-investment-only (DCIO) partners more efficiently, as well as how to take concrete steps to build business, better serve clients and win prospects. Attendees will learn how best to identify, prospect and serve 401(k) plan opportunities.
“We feel like it’s a great opportunity for advisers to … have a real, meaningful impact on participants’ lives,” Jason Frain, vice president of 401(k) product management and development at Guardian, told PLANADVISER.
The G2 Summit will feature actionable ideas and insights from industry experts from T. Rowe Price; Franklin Templeton; Legg Mason; SWBC Investment Advisory Services LLC; and Stadion Money Management LLC, as well as Jason C. Roberts, founder and CEO of the Pension Resource Institute. Behavioral finance expert Daniel Crosby will take participants through an interactive exercise that demonstrates the financial impact of tuning in to a client's personality.
The G2 Summit event dates are:
- April 23, in New York City metro area;
- May 2, in Chicago;
- May 14, in Orange County;
- May 15, in the San Francisco bay area;
- May 21, in Orlando;
- May 22, in the Washington, D.C., metro area;
- June 13, in Atlanta; and
- June 26, in Bosto.
Financial professionals interested in attending a G2 Summit can contact the Guardian Retirement Solutions sales team at 866-390-7268.