About this webinar
While workplace retirement plans are the only source of invested assets for the majority of Americans, most plans are still delivered on recordkeeping technology built before the internet even existed. This makes efficiency and scale near impossible, especially in the small plan market. By transforming the underlying architecture of recordkeeping, advisors are finally able to pull themselves from non-value added activities to focus on the more qualitative aspects of plan management. This future state also opens up the doors to everything from wellness and managed accounts, to next best dollar allocation, guaranteed income, and more all under one ecosystem. This session will explore innovation from the eyes of both technologist and practitioner to bring you practical insight that can be readily applied to your practice.
Speaker(s):
- Troy Hammond, President/CEO, Pensionmark
- Aaron Schumm, Founder, CEO
- Tony Fiore, Senior Vice President DCIO Sales, PGIM Investments
Session Brought to you by:
Thank you to our event partners!
EXCEL 401(K) DIGITAL SERIES
No mask. No middle seat. No social distancing.Nearly 70 sessions created by an all-advisor steering committee.
Register once for access to the entire series. Watch sessions live (one per day) or access the on-demand recordings at your convenience.
And best of all…it’s all complimentary.
