On-site Retirement Plan Specialists (2 of 3)
- Event Date:
- Event Time: 1 p.m. Central
The Value of Face-to-Face – the crucial roles and responsibilities of an on-site representative.
Join us for this webinar that provides essential insights from a recent research report, Retirement Plan Trends in Today’s Healthcare Market – 2014, conducted by Transamerica Retirement Solutions. This webinar focuses on the research results that pertain to on-site representatives from a retirement plan recordkeeping perspective, as well as to on-sites’ roles and responsibilities, impact of assistance and best practices. Learn recent trends and hear about retirement plan on-sites in your market.
In addition, learn statistics about retirement plan on-sites and how they impact the retirement plan in organizations.
Attendees Will Learn:
- Retirement plan goals and challenges
- Utilization of on-site representatives
- Role of on-site representatives
- Evidence-based best practices when working with on-sites
This is part two of a series. To register for parts one and three, click on the titles below:
Part 1: Defined Benefit Plan Trends in Today's Health Care Market - October 9, 2014, 1 p.m. - 1:30 p.m. Central
Part 3: The Impact of Mergers and Acquisitions on Retirement - November 4, 2014, 1 p.m. - 1:45 p.m. Central