Where You Can Find Us
2024 Wealth@Wor(k) Conference
Session: The Fee Compression Conundrum
Panel Discussion with Moderator Fred Barstein and John Hancock’s Gary Tankersley
Advisors are reporting issues with service levels at their partners. Employers are pressing advisors to reduce fees in plans. Providers are managing budget cuts to accommodate fee compression. The issue is coming from all sides, and service demands only continue to increase. Join an advisor, a provider, and Fred Barstein as moderator who will discuss what the industry looks like now, what the horizon looks like, and how all parties can work together to make it all work.
Register for the conference here: https://www.wealthatwork.live/2024wealthatwork/register
2023 Wealth@Wor(k) Conference
Session: Make State Mandated Retirement Plans a Business Opportunity For You
Do the new state mandated retirement plans make you nervous about finding new clients? Every day it seems like another state is opening their plan or jumping on board. Join this session for the whole package: Get up-to-date on what is going on in the state retirement plans markets and learn how to use the mandates to how to promote, position, & propel new startup business opportunities for you and your firm.
Register for the 2023 Wealth@Wor(k) Conference Here: https://www.wealthatwork.live/wealthatwork/begin
2023 HR Virginia Annual Conference
Breakout Session
Intentionally Embedding DEI&B (Diversity, Equity, Inclusion, and Belonging) In Your Organizations Retirement Plan
The 2023 HR Virginia Annual Conference runs Sunday, April 23rd through Wednesday, April 26th. Register for the Conference: https://www.events.hrvirginia.org/2023annualconference/3345851
This in-person conference is an opportunity for our community to celebrate our contributions and become inspired by and participate in where we are going. Embrace future possibilities for improving ourselves and building relationships, in the world of work.
If the last few years have taught us anything, it's that we need to Recharge, Refresh and Re-engage. Recharge as human resource professionals, focusing on our mental and physical health as well as those we support. HR professionals need to Refresh to stay relevant in the ever-changing working environment and be more creative to recruit and keep the talent that drives organizational business goals. HR must Re-engage to steward a culture of respect and equity at all levels while delivering the business strategy, driving workforce performance and engagement, and enhancing the experience for everyone. This conference is sure to provide you with the tools to do just that.
Wealth@Wor(k) Conference
WE. Inspire. Promote. Network (WIPN) Presents NEW! 2022 Industry Research Results
Register for the Conference Here: https://wealthatwork.live/
DC SHRM (Society for Human Resource Management)
As professionals are navigating uncharted territory, it is up to the humans in human resources to tap into their purpose and unleash their leadership talents to reconnect the people on our teams, even as our organizations and environments continue to shift with the changing times.
Are you ready to unleash your purpose and reconnect the workforce?
Our 2022 conference is designed to prepare and empower you!
Engage with other HR Practitioners, Learn from the Experts, and Find New Tools and Techniques for Success.
Session: Intentionally Embedding DEAI in Your Organization’s Retirement Plan.
Register for the Conference here: https://dcshrm.site-ym.com/events/EventDetails.aspx?id=1647326&group=
NTSA ERISA 403(B) Conference
The 403(b) market has historically led the defined contribution world for investments focused on environmental, social, and governance (ESG) factors. In many cases, there are competing interests within an organization. Stakeholders managing the mission have one set of priorities; but while serving the retirement plan in a fiduciary capacity, they must meet an ERISA fiduciary standard as well. This can be complicated for advisors and their plan sponsor clients. And it’s further complicated by the perceived state of regulatory flux over the past decade.
Register for the conference here: https://erisa403badvisorconference.org/
EBRI Panel Discussion
(How) Did The COVID-19 Pandemic Impact Older Americans’ Retirement Finances & Expectations? Webinar
Register: https://members.ebri.org/events/EventDetails.aspx?id=1663208