Retirement Management Executive Forum - Recent Topics and Testimonials

December 2016 Meeting Topics:

  • Dinner Speaker: "Do Elections Have Consequences? The Outlook for Retirement in the 115th Congress"; Chris Gaston, Senior Policy Director, Davis & Harman LLP
  • 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
  • Roundtable Survey and Discussion: Key Issues About the DOL Fiduciary Rules
  • "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;

Presentations/Sessions at earlier RMEF Meetings:

  • "Visioning the Future of Advice and Product Delivery in a Fiduciary World", Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
  • "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
  • USAA Financial Readiness Score, Gregg Rivas, Executive Director, Retirement & Wealth Planning, USAA; Lea Sims, AVP, Enterprise Advice Group, USAA
  • 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."
  • "Michael Hadley hit the mark. He was confident and not a bore."
  • "The USAA presentation was very relevant."
  • "Content was excellent and timely."

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

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