December 2010
Details Pending

• Network with colleagues
• Learn best practices
• Get an analysis of market trends

The DCP Institute is a annual conference where top retirement advisors, broker dealers, and providers come together in an informal resort setting to share best practices, discuss 401(k) industry trends, and build relationships.

Hosted by 401kExchange and Boston Research Group, the DCP Institute features DCP research and insights from a variety of industry thought leaders. Connect with other professionals in the retirement industry, and understand the trends and direction of the industry from leaders in the field. Gain valuable market intelligence that you can turn into action in your own business.

Planned sessions include:

• Best practices from top advisors (panel discussion)
• What sponsors really want from their retirement advisor
• Provider due diligence
• Investment due diligence
• Managing fiduciary risk
• Cross-selling and developing a successful IRA practice
• Wholesaler best practices

For more information, please contact:

Advisors: Your 401kExchange account executive or Diane Barstein, DCPI Coordinator, at 561-228-5405 or dbarstein@401kexchange.com.

Providers: Marcus Chandler, Business Development, at 1-877-777-401k x2221 or mchandler@401kExchange.com.

Secondary Contact: Blaine Davis, Project and Marketing Manager, at 1-877-777-401k, x3382 or bdavis@401kExchange.com.