Capturing IRA Rollovers 2013

Key Topics

• Learn how the GAO Report and subsequent Department of Labor guidance will impact your bottom line
• Develop your rollover value proposition and obtain new strategies for tapping the lucrative rollover market
• Determine the latest trends in technology personalization down to the plan participant level
• Discover how to add orphaned 401(k) plans to your AUM
• Work with advisors to gather rollover assets
• Uncover marketing strategies proven to engage the three main consumer groups
• Succeed in the RIA channel
• Build relationships with the broker/dealer channel
• Evaluate the pros and cons of rolling over target date funds
• Capture more "money in motion"

Who should Attend

• Retirement Income Planning Developers
• Rollover Specialists
• Bank Product Management
• 401k and 403b Product Management
• Institutional Marketing
• Financial Product Management
• Retail Marketing
• IRA Product Marketing
• Strategic Planners
• Retirement Services or Planners
• Registered Investment Advisors (RIAs)