Qualified Plans/401(k) Roundtable
This roundtable discussion group is focused on strategies and solutions for financial services firms and their Financial Advisors providing Qualified Plans/401(k)s to their clients. Encompassing more than 170,000 plans with $1.3 trillion in assets, small and mid-sized 401(k) plans present a significant opportunity for firms and Advisors.
Attendees include executives from wirehouse, national, regional, and independent broker dealers, banks, and credit unions whose Financial Advisors are currently engaged in or contemplating supporting their clients with establishing or overhauling qualified plans. We also include other industry experts, including representatives from insurance companies, service providers, and other related firms.