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PSNC 2020: Top Trends
About This Webinar
Retirement industry executives will share their opinions and perspectives about what’s next for the retirement plan industry, as well as answer YOUR questions. With the effects of the COVID-19 pandemic still being felt, new developments such as the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act and anticipation about upcoming elections and potential political shifts, this year’s town hall is sure to be even more anticipated, exciting and well-received than last year’s!
Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Head of Institutional Retirement Plan Services
Harry A. Dalessio
Head of Institutional Retirement Plan Services, Prudential Retirement
Harry Dalessio is head of the Institutional Retirement Plan Services and is chairman and CEO of Prudential Bank and Trust within Prudential Retirement, a unit of Prudential Financial, Inc. (NYSE: PRU). In this role, Dalessio is responsible for the defined contribution, defined benefit, nonqualified deferred compensation plan administration, institutional investment, client management and participant services. Since 1924, Prudential Retirement serves nearly 7,800 public, private and not-for-profit organizations and more than 4.5mm individuals accounts for over $500 billion of retirement account values. In his previous role, Dalessio led U.S. sales and strategic relationships. During his tenure, the business achieved transformational growth in the full service, investment-only stable value, pension risk transfer and nonqualified businesses. He also led the channel management team responsible for developing and implementing Prudential Retirement’s third party advisor strategy. Prior to that, Dalessio was vice president, corporate sales, leading the team who represented Prudential’s comprehensive defined contribution, defined benefit, and nonqualified products and services to corporate plan sponsors. Earlier in his career, Dalessio held regional sales leadership, client management, and operations positions with CIGNA Retirement & Investment Services. Dalessio is an industry leading expert and has published several bylined articles in industry-related publications. Often requested as a keynote speaker, he frequently meets with industry and national media to discuss opportunities and trends within the financial services industry. Dalessio serves on the Board of Trustees for The Bushnell Center for the Performing Arts, Corporate Board of Advisors for UnidosUS and the Board of Directors for No Barriers USA. He also serves on the following corporate boards: Global Portfolio Strategies, Inc., Prudential Bank & Trust, Prudential Retirement Insurance and Annuity Company, Prudential Trust Company, Mullin TBG Insurance Agency Services and Prudential Retirement Holdings. Dalessio earned a B.A. in Economics from Providence College and an MBA in Finance from Fordham University. He holds FINRA Series 7, 24, 63 and 79 licenses.
Head of Institutional Retirement Plan Services, Prudential Retirement
Harry Dalessio is head of the Institutional Retirement Plan Services and is chairman and CEO of Prudential Bank and Trust within Prudential Retirement, a unit of Prudential Financial, Inc. (NYSE: PRU). In this role, Dalessio is responsible for the defined contribution, defined benefit, nonqualified deferred compensation plan administration, institutional investment, client management and participant services. Since 1924, Prudential Retirement serves nearly 7,800 public, private and not-for-profit organizations and more than 4.5mm individuals accounts for over $500 billion of retirement account values. In his previous role, Dalessio led U.S. sales and strategic relationships. During his tenure, the business achieved transformational growth in the full service, investment-only stable value, pension risk transfer and nonqualified businesses. He also led the channel management team responsible for developing and implementing Prudential Retirement’s third party advisor strategy. Prior to that, Dalessio was vice president, corporate sales, leading the team who represented Prudential’s comprehensive defined contribution, defined benefit, and nonqualified products and services to corporate plan sponsors. Earlier in his career, Dalessio held regional sales leadership, client management, and operations positions with CIGNA Retirement & Investment Services. Dalessio is an industry leading expert and has published several bylined articles in industry-related publications. Often requested as a keynote speaker, he frequently meets with industry and national media to discuss opportunities and trends within the financial services industry. Dalessio serves on the Board of Trustees for The Bushnell Center for the Performing Arts, Corporate Board of Advisors for UnidosUS and the Board of Directors for No Barriers USA. He also serves on the following corporate boards: Global Portfolio Strategies, Inc., Prudential Bank & Trust, Prudential Retirement Insurance and Annuity Company, Prudential Trust Company, Mullin TBG Insurance Agency Services and Prudential Retirement Holdings. Dalessio earned a B.A. in Economics from Providence College and an MBA in Finance from Fordham University. He holds FINRA Series 7, 24, 63 and 79 licenses.
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