Living Up to Plan Sponsor and Plan Participant Expectations

Tuesday, July 20, 2021
2:00pm – 3:00pm EDT

In this panel discussion, we will examine how the expectations of plan sponsors and participants are evolving—and what financial professionals must do to stay competitive. Key points that will be covered are:

  • How to compete with more sophisticated advisory firms and the impact of consolidation
  • Communicating your value proposition
  • Delivering personalization at scale (by leveraging technology and data)

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Sponsored by

Jamie Greenleaf
Senior Retirement Advisor
Cafaro Greenleaf
Kevin Murphy
Sr. Vice President & Head of Workplace Retirement Sales
DC Investment Only Division
US, Franklin Templeton
Felix Touchard
Vice President, Retirement, Education & Wealth Marketing
Franklin Templeton
John Manganaro
Managing Editor,
ISS Media