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2017 RLF Annual Meeting

Oct 24, 2017

Plan Sponsors world has changed dramatically in 2017. The new Fiduciary Rule is here, and with it comes heightened fears about liability in offering a retirement plan. Healthcare is in the headlines daily, which has pushed retirement to the status of secondary benefit. Finally, concepts like total rewards and financial wellness make our role in the benefits package much more unclear.  At the same time our client is changing, big shifts are taking place in our distribution forces and at home within our own business. While intermediaries struggle to redefine their value proposition, providers are looking to ancillary businesses to bolster slow growth and shrinking margins.

It’s within this context that we are pleased to invite you to the RLF’s 2017 Senior Executive Forum. This full day event on Oct 24th will give you the opportunity to hear our latest research and engage with peers from the leading full-service and DCIO firms on these critical issues.

Link to meeting materials