The DCIO Best Practices Summit 2016

Key Topics

• 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?

Who should Attend

• 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