2018 has been an extremely active year in the retirement business, one characterized by several positive developments for retirement providers. Fears over the fiduciary rule in 2017 have been replaced by new legislation that promises greater opportunities today. Data and technology are proving to be valuable tools in the quest for higher levels of participant engagement. And new momentum behind the need for better solutions to age-old problems like asset allocation and guaranteed income may translate to new opportunities for many firms.
We believe that these trends open a window of opportunity for firms that aggressively invest and innovate (and dangerous inflection point for those that choose to sit still). With this in mind, this one-hour webinar focuses on how firms can take advantage of the trends that have dominated the business in 2018, including:
- Increasing investments in data and analytics to drive higher levels of plan performance
- Driving new revenue from personalized investment options such as custom CITs and managed accounts
- Developing wellness solutions with quantifiable ROI
- Renewing their focus on retirement income products and services in an effort to retain hard-won assets
Presentation materials: click here
Replay: click here.