Description
This engaging session explores strategies, tools, and best practices to enhance your investment oversight responsibilities for retirement clients. You will learn how to leverage industry-standard solutions to introduce efficiencies, scale your practice, and improve outcomes for your clients. By the end of this session, you will have actionable insights to refine your processes and better serve your retirement clients.
Learning Objectives
Utilizing curated investment lists to simplify decision-making.
Integrating fiduciary management tools into your workflow.
Leveraging planning and analysis tools to support compliance and plan management.
Optimizing your approach to retirement plan oversight through technology and resource integration.