What do plan sponsors wish advisors knew? You might be surprised – but you can get it straight from the horse’s, er – plan sponsors’ mouth(s) at the NAPA 401(k) SUMMIT.
Retirement advisory firms come in all shapes in sizes and offer a heterogeneous set of services. However, what is common to all who use the services of an adviser or consultant is an expectation that their adviser or consultant will help them successfully fulfill their duties as a plan fiduciary; but do they?
Joshua Dietch will lead a spirited discussion where our panelists will share their experiences, good and bad, with working with plan advisers and consultants: how their expectations have been met, not met, or exceeded. What lessons have they learned and what advice do they have for you, the professional plan adviser or consultant. Most importantly, do their advisers and consultants help them successfully fulfill their duties as plan fiduciaries?
Come listen-to and learn-from the voice of your customer.
Our plan sponsor panel:
Richard Clegg
Director of Finance & Treasurer
OC Tanner
Marjorie Mann
Senior Attorney
NextEra Energy, Inc.
Jacob Nichols
Director of Human Resources
Palmer Trucks
The NAPA 401(k) Summit
If you miss it, you’ll be missing out!
Nashville, Tennessee
April 15-17, 2018
