Turning Retirement Planning Into A Key Differentiator For Your Practice

With the retirement plan industry expected to reach $22T by 2020, there is significant opportunity for retirement plan advisors to grow their business. However, success in today's environment requires differentiating your business - such as providing more choice to the plan and having the flexibility to comply with ever changing regulations. For many, the platform of choice has become open architecture.

The evolution of today's open architecture platforms provide a true alternative to the bundled providers that can help advisors successfully navigate the new retirement plan process and achieve a powerful competitive advantage.

In this webinar, our panel of experts will:

  • Provide an overview of the new open architecture platform and flow.
  • Outline the availability of traditional "bundled only" services now available with open architecture platforms.
  • Discuss how open architecture provides an opportunity to highlight fee disclosure to the plan.
  • Discuss how to best "assess your current business model."
  • Outline other advantages to open architecture including choice of TPA/Recordkeeper, level compensation programs, plan data feeds, and more
The NAEPC (National Association of Estate Planners & Council) has approved this program for one (1) CE credit hour for the AEP® designation program.


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