Welcome
The conference draws more than 150 retirement professionals in the financial services industry, including retirement plan specialists working in the field, to the executives who market, manage the product, or are responsible for legal and compliance. Spread over a day and a half, the sessions are designed to highlight policy and business developments that will enhance your firm's efforts to help investors save for and live comfortably in retirement. Invited speakers include nationally known leaders in the industry and the state and federal policy arena.
Key areas of focus:
- Investment Adviser vs. Broker-dealer
- Financial Services and the Baby Boomers: A Roundtable Discussion with Key Regulators
- The 403(b) Marketplace: Who's Staying, Who's Going
- Beneficiary Distribution Issues
- Healthcare and Retirement
- Pension Protection Act Regulatory Update
Sponsorship Opportunities
For more information on how your firm can sponsor this conference, please contact Kevin Fox at 212.313.1292 or kfox@sifma.org
For further information about registration, please contact:
Tricia Abate
(212) 313-1219
tabate@sifma.org