Resources Webinars are presented quarterly to address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are fi360 staff or other industry thought-leaders.
Live attendance is recorded for one hour of CE for the AIF and AIFA designations. CE credit may also apply for the CFP Certification, when indicated. Each individual wishing to receive CE credit for any credential must register and login personally. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email firstname.lastname@example.org.
MoST recent webinar
Benchmarking & Demonstrating Value in the Age of Reasonableness
Presenters: Rich Lynch, President of fi360 and Matt Burt, Research Analyst with Ann Schleck & Co.
Date recorded: Wednesday, December 11, 2013
Description: For plan advisors and service providers, the environment created by new 408(b)(2) regulations has created new challenges. Plan sponsors are in a better position than ever before to carefully scrutinize all plan fees and services as a result of more uniform reporting requirements. Given the larger focus on fairness and transparency in the marketplace and the more level playing field created by regulation, how can you as an advisor demonstrate the unique value you bring to a plan?
In this session, we will first provide an overview of the 408(b)(2) disclosure requirements and a primer on the concept of “reasonableness.” We will then take a look at recent advisor fee and service trends, how advisors can communicate the value they deliver to clients, and how benchmarking can help demonstrate “reasonableness”.