Survey of the Retirement Landscape: Challenges and Opportunities for Defined Contribution Specialists
You’ll Learn
What do sponsors want from DC specialists that service their plans? And how does that differ from DC specialists’ perception of what their clients are looking for? Voya Investment Management identifies unmet needs and emerging opportunities by exploring disconnects between the perceptions of plan sponsors and DC specialists.
By the end of the session, attendees will be able to...
1. Identify the evolving priorities and service needs of plan sponsors.
2. Align their service offerings to the priorities of plan sponsor clients and prospects.
3. Understand participant perspectives on issues such as retirement readiness, investing, and financial confidence.
This webinar is approved for one (1) hour of Continuing Education (CE) credit for Fi360, IWI, and CFP Board Designations.