PANC PLANSPONSOR Adviser Insights Panel 2009

 In September, PLANSPONSOR (along with our sister publication, PLANADVISER) will conduct our third annual industry conference for advisers who are committed to working with employer-sponsored retirement plans.   It is an adviser conference, and the topics and panels are constructed accordingly.  

We have always found that the very best financial advisers understand and empathize with the perspectives of those they serve: employers and plan participants.   To that end, each year we have planned a special panel at this adviser conference composed solely of plan sponsors who work with financial advisers—a panel that I moderate, and one that has been VERY well received!  

We’re not looking for a big, fancy presentation; just your willingness to share your experiences—good and bad—in working with financial advisers.   We will, of course, cover the cost of your room accommodations for up to two nights at the conference venue (the Ritz Carlton Grande Lakes, Orlando) and reimburse you for travel expenses, up to $1,500.   Please note that the panel will accommodate just three to four plan sponsors—so your quick response to this “invitation” is important.  

Whether you are interested or available or not, I would very much appreciate it if you would take a couple of minutes to respond to a brief survey about working with financial advisers.   If you are interested in participating on our panel, details for doing so are included there.  

Thanks again for your time, attention, and support!

Regards,

Nevin Adams

Editor-in-Chief, PLANSPONSOR

p.s. the conference agenda is online at http://www.plansponsorinstitute.com/panc09/