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Practice Progress: When and How to Return to the Office

Tue, Jan 12, 2021 · 2:00 PM · Eastern Time (US & Canada)
About This Webinar

Given the importance of close client connections and the traditional travel-heavy, in-person approach to doing business, retirement plan advisers faced a particularly challenging year in 2020. Many firms responded to the pandemic by embracing a totally new way of doing things, using more remote meetings and digital tools than ever before. Recognizing savings on travel and office space, some have said the new model could be here to stay.
This hourlong editorial webinar will examine whether, when and how advisory practices may return to the “normal” way of doing things. Panelists will consider how the role of office space has changed, what digital tools and solutions have proven most effective, and how client expectations have shifted. There will also be a focus on the latest pandemic updates, including the progress being made in terms of vaccinations and other public health efforts.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Founder, Chepenik Financial
Jason joined Chepenik Financial in 1999 as Managing Partner and Financial Adviser focused on providing fiduciary guidance to corporate retirement plans. For more than 20 years, Jason has been recognized as a thought-leader and outspoken advocate for the retirement industry, testifying in 2008 before Department of Labor’s ERISA Advisory Council on the spend-down issues of corporate retirement plans. He has received numerous industry accolades, having been named one of 401kWire’s 60 Most Influential DC Advisors, one of Financial Times Top 401k Retirement Advisers, and selected in 2019 as PLANADVISER Magazine’s Retirement Plan Adviser of the Year. Whether he’s advocating for stronger fiduciary responsibility, lending his financial expertise to a local non-profit, or championing financial literacy for the next generation, Jason keeps a strong sense of “the why” within his work. Oh, and he serves up a mean plate of crawfish at the annual Chepenik crawfish boil too!
Webinar hosting presenter
President, Strategic Retirement Group
David Hinderstein leads The White Plains office of OneDigital, which assists plan sponsors and participants in responding to the many challenges in managing their retirement programs. David has extensive background and expertise in helping not-for-profit, corporate, healthcare, and higher education plan sponsors meet their fiduciary responsibilities and manage and optimize their investment provider relationships. Prior to founding the firm in 2006, David spent almost 12 years in various management and consulting positions, including President and CEO of a nationally recognized retirement firm. His responsibilities included consulting and servicing large defined contribution and defined benefit plans and overseeing all facets of the firm’s regional retirement services practice. David earned his BS degree in Finance from The American University in Washington, D.C., and has achieved the Accredited Investment Fiduciary (AIF) designation. He also is an Investment Advisor Representative of Resources Investment Advisors, LLC(Resources), an SEC Registered Investment Advisor and a Registered Representative with Triad Advisors.
Webinar hosting presenter
Senior Consultant and Director of Investment Consulting, Strategic Retirement Group
Allie C. Rivera is Senior Consultant and Director of Investment Consulting for Strategic Retirement Group. Allie’s responsibilities include researching, analyzing and monitoring retirement plan investments, benchmarking plan design features, fees and services and providing essential support to SRG’s senior consultants. In addition, Allie facilitates provider and asset manager due diligence projects. Prior to joining SRG in 2014, Allie gained experience in the retirement plan sector at Katz, Zlotnick & Associates where her responsibilities included investment due diligence and analysis. Allie also worked on a number of internal and client facing research projects.
Webinar hosting presenter
National Retirement Practice Leader for Qualified Plan Advisors® (QPA) and and Managing Director, Omaha Market
Matthew Eickman, J.D., AIF, is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA) and and Managing Director, Omaha Market. He is also a member of the firm's Investment Advisory Committee, holds his FINRA series 66 registration, and is an Accredited Investment Fiduciary (AIF). Matthew has more than 16 years of private legal practice focusing exclusively on employee benefits and has represented clients in front of the DOL, IRS and PBGC. He is an active member of the Employee Benefits Committee of the American Bar Association Tax Section and currently serves as co-chair of the Defined Contribution Plans Subcommittee. He is a frequent speaker on regulatory developments, fiduciary responsibilities, and retirement readiness.
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