401(k) Specialist Issue 4 - 2017 - 25

Pentegra Retirement Services senior vice
president Pete Swisher then took over, noting
that Americans have $24 trillion saved for
retirement, a figure which is one-and-a-half
times GDP and more than every country on
earth, combined. He then led a highlight of
the conference, which was a panel discussion
on 401(k) industry change featuring Jim
O'Shaughnessy of Sheridan Road Financial
and Thomas Clark of The Wagner Law
Group.
" Expect the fight (over the Fiduciary Rule)
to go on for two to three more years, " Clark
starkly predicted.
" Advisors need to innovate or die because
the change in technology is relentless, "
O'Shaughnessy added.
TD Ameritrade Institutional's Skip Schweiss
then explored the opportunity in the retirement
plan space.
" Retirement plans are the sweet spot
for advisors, " Schweiss said. " It's not rocket
science. "
Other conference standouts included Todd
Timmerman's warning to attendees to " up
their game " in the new fiduciary era.
RetireReady Solutions' (formerly TRAK)
Ed Dressel took to a conference breakout
to argue that despite the noise, technology,
spreadsheets, and calculators, the single most
important question to answer for clients is
actually pretty simple: 'When can they retire? "
Financial wellness was, of course, a hot
topic, with multiple sessions dedicated to what
it is and how it's implemented, with GRP
Advisor Alliance's Bill Chetney and Mark
Singer with The Financial Literacy Toolbox
both hosting separate sessions.
401(k) marketing was also front-andcenter,
with Rebecca Hourihan of (what
else?) 401(k) Marketing presenting twice on
the topic over the course of the event, with
branding, advertising, blogging and social
media, among other topics, all covered.
It's just the tip of the iceberg of all that happened
over the two and a half days in Vegas.
All-in-all it was a great event, thanks largely to
the competence and dedication of the Rekon
Intelligence staff, who organized and engineered
the event. They'll do it all again next
year at Caesars Palace. We'll see you there.
L-to-R: 401(k) Specialist editor-in-chief John Sullivan, Jim Marshall, Lisa Petronio, George Fraser, Dorann Cafaro,
Mike Kane, Jamie Linkowski, 401(k) Specialist Publisher Laura Fallbach. Missing: Mario Giganti, Jason Chepenik.
ISSUE 4 2017 | 401kSpecialist.com
25

http://www.401kSpecialist.com

401(k) Specialist Issue 4 - 2017

Table of Contents for the Digital Edition of 401(k) Specialist Issue 4 - 2017

Table of Contents
401(k) Specialist Issue 4 - 2017 - Cover1
401(k) Specialist Issue 4 - 2017 - Table of Contents
401(k) Specialist Issue 4 - 2017 - 1
401(k) Specialist Issue 4 - 2017 - 2
401(k) Specialist Issue 4 - 2017 - 3
401(k) Specialist Issue 4 - 2017 - 4
401(k) Specialist Issue 4 - 2017 - 5
401(k) Specialist Issue 4 - 2017 - 6
401(k) Specialist Issue 4 - 2017 - 7
401(k) Specialist Issue 4 - 2017 - 8
401(k) Specialist Issue 4 - 2017 - 9
401(k) Specialist Issue 4 - 2017 - 10
401(k) Specialist Issue 4 - 2017 - 11
401(k) Specialist Issue 4 - 2017 - 12
401(k) Specialist Issue 4 - 2017 - 13
401(k) Specialist Issue 4 - 2017 - 14
401(k) Specialist Issue 4 - 2017 - 15
401(k) Specialist Issue 4 - 2017 - 16
401(k) Specialist Issue 4 - 2017 - 17
401(k) Specialist Issue 4 - 2017 - 18
401(k) Specialist Issue 4 - 2017 - 19
401(k) Specialist Issue 4 - 2017 - 20
401(k) Specialist Issue 4 - 2017 - 21
401(k) Specialist Issue 4 - 2017 - 22
401(k) Specialist Issue 4 - 2017 - 23
401(k) Specialist Issue 4 - 2017 - 24
401(k) Specialist Issue 4 - 2017 - 25
401(k) Specialist Issue 4 - 2017 - 26
401(k) Specialist Issue 4 - 2017 - 27
401(k) Specialist Issue 4 - 2017 - 28
401(k) Specialist Issue 4 - 2017 - 29
401(k) Specialist Issue 4 - 2017 - 30
401(k) Specialist Issue 4 - 2017 - 31
401(k) Specialist Issue 4 - 2017 - 32
401(k) Specialist Issue 4 - 2017 - 33
401(k) Specialist Issue 4 - 2017 - 34
401(k) Specialist Issue 4 - 2017 - 35
401(k) Specialist Issue 4 - 2017 - 36
401(k) Specialist Issue 4 - 2017 - 37
401(k) Specialist Issue 4 - 2017 - 38
401(k) Specialist Issue 4 - 2017 - 39
401(k) Specialist Issue 4 - 2017 - 40
401(k) Specialist Issue 4 - 2017 - 41
401(k) Specialist Issue 4 - 2017 - 42
401(k) Specialist Issue 4 - 2017 - 43
401(k) Specialist Issue 4 - 2017 - 44
401(k) Specialist Issue 4 - 2017 - Cover3
401(k) Specialist Issue 4 - 2017 - Cover4
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2015
https://www.nxtbookmedia.com