RetirementACE Fiduciary Best Practices and Practice Management
Date: August 15, 2024
Time: 2:00 pm - 3:00 pm EST
In a constantly evolving fiduciary and business landscape, retirement plan advisors need education and thought leadership to support fiduciary best practices in service delivery as well as efficiencies in business practice management.
Mike DiCenso and Eric Dyson are the founding partners of Retirement ACE and bring a total of over 60 years of industry experience and intellectual capital to our business. As part of their long history of business success and thought leadership in fiduciary best practices, Mike and Eric have provided expert witness testimony in over two dozen ERISA class action lawsuits between the two of them.
By the end of the session, attendees will be able to…
- Learn lessons on Target Date Funds from Fiduciary Lawsuits.
- Better understand Target Date Funds glidepaths and Investment Policy Statement considerations.
- Learn best practices for client segmentation for efficiency and profitability.
- Understand how to work "on” the business not just “in” the business.
This webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
