CFDD Marketing Commentary
01/18/2012--Given the expected growth in Target Date Funds, enticing participants into the plan and increasing contributions are the path to success. While managing risk through good governance will remain essential, advisors who craft plans to maximize participation and contributions on a cost effective basis will have the strongest value proposition. Conversely, advisors focusing on participant education and asset allocation could lose market share. This is exactly why outcomes based consulting is the primary theme of CFDD ‘12.
CFDD Retirement Plans Commentary
01/18/2012--When talking to platform providers using award winning communications in private, many will tell you that a significant portion of their materials are discarded or never used. They also note that while participants want an easy solution, they do not want to learn. Additionally, they are convinced that Target Date Fund assets could grow to 70% of all participant directed DC type plan assets in the next five years. Index and other low cost funds are also expected to gain in popularity for a variety of reasons, including risk mitigation.
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Given that the CFDD's 2011 Advisor Conference was another homerun, CFDD '12 will return to the downtown Chicago Swissotel. The two and one-half day event will be held from October 22-24, 2012, a Monday - Wednesday period. CFDD '13 will be at the new San Antonio Grand Hyatt River Walk from October 7-9, 2013, another Monday - Wednesday period. Both are first class hotels teamed with new meeting facilities, state of the art communications and out the door entertainment for networking purposes. Consistent with the CFDD's franchise, value, content, convenience and advisor attendance will continue to drive our decisions. While each CFDD conference has a core educational focus, the 2012 sub-themes are in the process of being determined. In addition to outcomes based consulting, higher margin business and increasing efficiency, Investment Approaches With Pricing Power, Returns Beyond Performance, Model Portfolios, IAR Distribution Of Participant Elected Managed Accounts, ERISA Vs. Non-ERISA Fiduciary Standards, Who's Winning & Losing In The Nonprofit Markets, The Impact Of Tax Code Changes, Qualifying RIA/IARs Providing Participant Level Advice, Success Metrics and Behavioral Finance will certainly be among them. If you would like to participate in the 2012 agenda, please get involved early. NASCAR will be the marketing theme and the primary Grand Prize will include box seats at the Daytona 500 and ocean front accommodations. A secondary Grand Prize will feature a package to Charlotte's ALL-Star May Race, including a hot pit pass (access to everything except the race car) and behind the wheel Racing School Classes. For more information on the Swissotel, go to: https://resweb.passkey.com/Resweb.do?mode=welcome_ei_new&eventID=8138520. For more information on the Daytona 500, go to: http://www.daytonainternationalspeedway.com/?homepage=true. For more information on the Grand Hyatt San Antonio, go to: http://grandsanantonio.hyatt.com/hyatt/hotels/index.jsp. To register for the 2012 Advisor Conference and pay online via credit card, click HERE. |
