The DCIO Best Practices Summit 2016

  • 28-29 Jan 2016
  • The Harvard Club of Boston, MA, United States

Description

The DCIO Best Practices Summit 2016 covers topics such as:

  • The evolution of custom target date funds –
  • State-wide 403b and 457 plan opportunities
  • What will the retirement-ready products look like?
  • How can you plan ahead for transitioning from DC accumulation to decumulation?
  • What effect will fee disclosures have on revenue sharing?
  • What does an active manager needs to do to prove that they can provide more value-added than passive investments
  • What will the fallout be from DOL Fiduciary rules? Will advisors need to be fiduciaries?
  • Why it is becoming more important than ever to include alternative investments in DC funds?
  • How will the SEC Money Market Reforms affect you?
  • Brand identity management and open architecture. What are the pros and cons of white labelling funds?

The DCIO Best Practices Summit 2016 brings together:

  • Asset managers
  • This program is designed for
  • Fund managers
  • Investment management professionals
  • Asset managers
  • Retirement platform executives
  • Fund managers
  • Investment management professionals
  • Product development executives
  • Retirement platform executives
  • Consultants and advisors
  • Retirement specialists
  • Record-keepers
  • National sales and marketing teams
  • Legal professionals

Past Events

Important

Please, check "The DCIO Best Practices Summit" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance, Marketing & Sales

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