Ahead of the 15th anniversary of the publication of the first edition of PLANADVISER Magazine, we will be looking back over the results of our annual Retirement Plan Adviser Survey and other proprietary research, asking how things have changed and what comes next.
The panel will consider how the regulatory landscape has changed, how the nation’s general retirement policies have developed, and how advisers fit into the picture—both today and in the future. In addition, topics such as adviser industry consolidation and the evolving provider landscape will be considered, and we will address the evolving needs of plan sponsors and participants.
Among the goals of the discussion will be preparing the next generation of diverse industry leaders and tracking the latest regulations and legislation. You don’t want to miss it!
Featured panelists include Josh Itzoe, Founder and CEO of FiduciaryWor(k)s; Deena Rini, VP and Practice Leader, Retirement Division at Oswald Financial; and Randy Long, CEO of SageView.