Retirement Management Executive Forum - Recent Topics and Testimonials

December 2017 Meeting Topics:

  • Dinner Speaker: "FinTech's Influence on the Texture of Financial Advice in a Fiduciary World", Mark Hopkins, Executive Director, Ernst & Young LLP
  • Roundtable Survey and Discussion: Implications & Outlook for Retirement Advice, Planning, Solutions, and Service;, Future of Internal and External wholesaling; Future of Complex Retirement Income Solutions
  • RMEF Panel: "Design and Marketing of Retirement Solutions to Registered Investment Advisory Firms and Fee Based Advisors" ~ Steven Cooney, VP, Business Development & Innovation, Nationwide Financial, Del Campbell, VP, Product Investment & Expansion, Lincoln Financial Group, Ann Raible, Head of Business Development, Nationwide Advisory Solutions, Alex Murguia, Ph.D, Managing Principal, Registered Inv. Adviser, McLean Asset Mgmt.
  • "Personalized, Holistic Financial Planning for Older Consumers Through Innovative Uses of FinTech and FA's ~ An RIA's perspective"~ Elizabeth Kelly, Chief of Staff, United Income
  • Technology to Deliver a Full & Rich Retirement to 66 Million Retirees ~ Manish Malhotra, Founder, President & CEO, Income Discovery
  • "Merrill Lynch's Life Priorities Framework: Supporting A Goals Based Management Approach", Bill Hunter, Director, Personal Retirement Strategy & Solutions, Merrill Lynch Wealth Mgmt.

Presentations/Sessions at earlier RMEF Meetings:

  • "Do Elections Have Consequences? The Outlook for Retirement in the 115th Congress"; Chris Gaston, Senior Policy Director, Davis & Harman LLP
  • "Visioning the Future of Advice and Product Delivery in a Fiduciary World", Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
  • "The New Importance of Clarity in Retirement"; Michael Finke, Dean and Chief Academic Officer, The American College; Sponsored by Ron Nelson, Dir. Research & Product Support, Northwestern Mutual;
  • "Both Ends of Pennsylvania Ave: The Latest on the Fiduciary Proposal and Implications for the Financial Services Industry", Michael L. Hadley, Partner, Davis & Harman LLP
  • Redefining the Fiduciary in the Employer-Based Market; Views of Providers and Sponsors, Mark Fortier, Director, Defined Contribution, NISA Investment Advisors, LLC; Doug McIntosh, VP, Investments, Prudential Investments
  • Industry panel: "The DOL Rule: Addressing Areas of Ambiguity and Potential Outcomes for the Retirement Services Industry ~ Where Do We Go From Here?"; Blaine Aikin, Executive Chairman, FI360; Jason Roberts, Founder & CEO, Pension Resource Institute & Partner, Retirement Law Group; Karen Scheffler, Senior ERISA Legal Counsel, AllianceBernstein
  • The Research Behind the American Funds Retirement Income Portfolio Series, Layla Kim, VP, Retirement Income, American Funds Distributors

Attendee Comments about RMEF Meetings:

  • "Great meeting. Member presentations were the highlight."
  • "As good a meeting as I've been to. Well done."
  • "The DOL discussions were valuable for enabling me to envision how my firm can prepare."
  • "There was great engagement from most of the group."
  • "This was my first meeting and I thought it was very good. Looking forward to attending the next one."
  • "Content was excellent and timely."
  • "Great to see how leaders in the industry are treating the retirement "
  • "Overall, really enjoyed content, perfect length, and great venue."
  • "This is the best conference series of the few others that I attend. Great job!"

Contact Borden Ayers at 610-989-1710 ext. 2 or via email at to learn how to become a part of this unique industry group.

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