David Levine and David Powell will participate in the 2011 Plan Adviser National Conference on September 12-14 in Orlando, FL. They will serve as speakers on the “Live 403(b) Ask the Experts” panel.

The conference agenda incorporates the most significant trends and challenges facing plan advisers today. Topics covered include:

  • The Commoditization of the Retirement Plan Adviser
  • What To Do about Fee Disclosures
  • What Your Plan Sponsor Clients Really Want
  • How To Build and Manage a Growing Retirement Plan Practice
  • Whats Ahead for Target-Date Funds and Retirement Income Offerings
  • New Standards for Benchmarking Plan and Participant Success

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April 20, 2023

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