Search Videos 16 videos found 2021 Fiduciary Excellence Forum – Day 1 Session 1: “A Conversation With Phyllis Borzi” 2021 Fiduciary Excellence Forum – Day 1 Session 2: “ERISA Panel” 2021 Fiduciary Excellence Forum – Day 1 Session 3: “PEPs as a Competitive Threat” 2021 Fiduciary Excellence Forum – Day 1 Session 4: “Retireholiks: The Tables are Turned!” 2021 Fiduciary Excellence Forum – Day 2 Session 1: “PEP Adoption Process – A Hands-On Example” 2021 Fiduciary Excellence Forum – Day 2 Session 2: “Selecting A PEP: A New Fiduciary Duty” 2021 Fiduciary Excellence Forum – Day 2 Session 3: “Spending in Retirement: How Reality Differs from Expectations” 2021 Fiduciary Excellence Forum – Day 2 Session 4: “A Conversation with Skip Schweiss” 2020 401k MEPPEP Conference – Day 2 Session 4: “Wrap-up – ‘Yes, You Can Do It!’” – Pete Swisher 2020 401k MEPPEP Conference – Day 2 Session 3: “Trench Lessons: Muddy MEP Mistakes You Must Start Avoiding Right Now!” – Troy Tisue 2020 401k MEPPEP Conference – Day 2 Session 2: “All Hands on Deck – How to Go From Zero to MEP in 60 Days (or Less)” – Ilene Ferenczy 2020 401k MEPPEP Conference – Day 2 Session 1: “How the Changing Retirement Ecosystem Will Change You Before The Year Is Over – Are You Ready?” – Lisa Massena 2020 401k MEPPEP Conference – Day 1 Session 4: “5 Participant Education & Communications Competencies 401k PEP Advisers Must Master in the Next 4 Months” – Phil Scott 2020 401k MEPPEP Conference – Day 1 Session 3: “How to Bolster Your Advisory Practice and Profits By Seizing the PEP 3(38) Opportunity” – Mike Montgomery 2020 401k MEPPEP Conference – Day 1 Session 2: “What Washington Means to You: The Past, Present, and Future of 401k MEP/PEP Regulation” – David Levine 2020 401k MEPPEP Conference – Day 1 Session 1: “Who Will Get There First? Emerging Sales Opportunities for Advisers, Providers, and Consultants” – Terry Power
