Exceptionally in 2021, the Council will hold on-line educational sessions for member advisors and practice leaders.  These sessions are offered by associate members and members in the service provider and investment manager colleges.  Attendance at these sessions count toward attendance requirements for 2021.

To register for any session please contact kconnole@retirementadvisor.com for an invitation

Diversity and Inclusion

Presented by: Principal Financial Group

Date and Time: June 16, 2021 3-4 PM EST


Miriam LewisChief Inclusion Officer

Session Description:

How diversity and inclusion can improve customer relationships and drive business growth.

Learning objectives:

  • Understand the outcomes of a diverse workforce and inclusive culture
  • Gain insights into current trends and customer expectations

It aligns with our purpose – to foster a world where financial security is accessible to all.

We’re in a better position to succeed when our workforce understands and reflects the backgrounds and perspectives of our diverse global customer base.  An inclusive environment cultivates relationships and contributes to business growth.

Companies with diverse workforces, senior leadership teams, and boards of directors tend to have stronger performance, greater ability to adapt and innovate, and provide better returns for shareholders – as compared to less diverse companies.

To register for this session please contact kconnole@retirementadvisor.com for an invitation


Growing Your Business with Pension Plans

Presented by: Milliman

Date and Time: June 30, 2021 3-4 PM EST


Chris GeddieRegional Sales Manager

Karen BeckhamPrincipal & DB Administration Leader

William StrangePrincipal and Consulting Actuary

Session Description:

While many companies have phased out traditional defined benefit (DB) plans in favor of defined contribution (DC) plans, the pension market is very much alive.

In this session, you’ll learn how to grow your business through targeting pension plans.  Milliman actuaries, administration and sales professionals will provide you with (1) a working knowledge of DB plans, (2) CFO and Finance door openers, (3) techniques to leverage DB to promote DC and Total Retirement Outsourcing (TRO) opportunities, and (4) strategies to expand into high net worth groups with Cash Balance Plans.                                      

According to December 2020 data from the Bureau of Labor Statistics, 39% of employees of employers with 500+ employees have access to a defined benefit plan.  This session will help you tap into this potentially unexplored market.

To register for this session please contact kconnole@retirementadvisor.com for an invitation