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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Unless otherwise noted, the views, comments, and analysis discussed are not necessarily represent the views of Franklin Templeton. Franklin Templeton is not affiliated with PLANADVISER and they are not authorized to make representations or commitments for Franklin Templeton. Franklin Templeton makes no warranties with regard to this information or results obtained by its use; and disclaims any liability arising out of the use of, or any tax position taken in reliance on, such information. Prior results do not guarantee a similar outcome.
 
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Sponsored by

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