2025 PLANADVISER Advisers in Conversation
PLANADVISER 2025 Advisers in Conversation
- Thursday May 15, 2025
3:00 – 3:30 p.m.
Registration
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.
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.
5:00 – 5:45 p.m.
Sponsored Presentation
6:00 p.m.