November 2018 Semi Annual Meeting

Forum for heads of retirement plans marketing and advertising to discuss emerging industry trends, major challenges and opportunities, current and upcoming governmental regulations and other topics of interest to attendees. Breakthroughs are coming that will affect the retirement plans business and the marketing function in many ways. Join us in a roundtable dialog as we strategize on the conception of an awesome Client / Advisor Experience in the retirement plan sphere and the marketing communications infrastructure needed to support its delivery. Learn from the results of the strategic foresight we are developing based on a forward looking survey questionnaire of marketing experts of the full vertical of the retirement plans ecosystem (from recordkeepers to advisory firms, investment managers, and communication & education providers).

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