What do plan sponsors say about advisors when you’re not in the room?
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?
One of the most popular NAPA 401(k) SUMMIT general sessions is our “Plan Sponsor Confidential” where you’ll get a chance to hear from – and ask questions of – a panel of plan sponsors who 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 advisor 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.
The NAPA 401(k) SUMMIT – the nation’s retirement plan advisor convention
April 15-17, 2018
Nashville, Tennessee
If you miss it, you’ll be missing out.
