Webinars

Event 

Category:
Financial Advisor Webinar Series
Title:
Transform Your 401(k) Advice Business
Presenter:
Ryan Alfred
Company:
BrightScope Inc.
When:
12/10/10  4:00 PM EST
Slides:
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Replay:
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CE Credit:
CFP®
IMCA
Event rating:
User rating
 
4.3 (66)

Description

Would you like to target sales proposals to the 401(k) plans in your local area with the highest expenses? Or the local plans with low participation rates? Or maybe plans sponsored by medical groups in your area?

Transparency of data is revolutionizing the $4 trillion 401(k) advice business, opening up enormous new opportunities for advisors.

In this webinar, you'll learn how:

  • to identify local 401(k)s that present opportunities for you
  • an advisor's role is changing in the 401(k) marketplace
  • you can benchmark 401(k) performance and expenses

Guest speaker Ryan Alfred is co-founder and president of BrightScope, an independent quantitative 401(k) ratings firm that aims to be “the Morningstar of 401(k) plans.” An expert in financial regulatory topics, Alfred has appeared in The Wall Street Journal, BusinessWeek, Pensions & Investments, and BrightScope was recently profiled by Andrew Gluck in Financial Advisor. 



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Average user rating from: 66 user(s)

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Rating:
 
4.3
 
 

0 of 0 people found the following review helpful
It was great! The information was outstanding and I see some opportunities in this area. Thanks
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5.0
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jamesv610 Reviewed by jamesv610
December 10, 2010
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Last updated: December 10, 2010
 

0 of 0 people found the following review helpful
I thought the presentation was very timely. I am an RIA and plan on addressing this market in 2011.
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5.0
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msteele512 Reviewed by msteele512
December 10, 2010
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Last updated: December 10, 2010
 

0 of 0 people found the following review helpful
I needed to get up to speed with what exactly the new regs are and a timeline for when they will take effect. The webinar told me this.
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5.0
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nicks916 Reviewed by nicks916
December 10, 2010
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Last updated: December 10, 2010
 

0 of 0 people found the following review helpful
great update on how we could open up the discussion in light of new fee disclosures
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5.0
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marcs949 Reviewed by marcs949
December 10, 2010
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Last updated: December 10, 2010
 

0 of 0 people found the following review helpful
Great presentation and very applicable since I predominately work in this market of retirement plans.
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5.0
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johnw727 Reviewed by johnw727
December 10, 2010
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Last updated: December 10, 2010
 
 
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