Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes

Wednesday, March 20, 2019


2:00 pm - 2:30 pm ET              

Sponsored by:







Tim Slavin
Senior Vice President - Retirement, Broadridge
Jim Young
VP Product Management, Broadridge
 Gracie Kollar
Account Executive, Broadridge


Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes from NICSA


There is a sea change underway in the retirement industry. New technologies are emerging to engage participants and streamline back-office operations. All the while, the regulatory environment continues to shift with new and proposed rules.

This webinar will reveal new research on the saving habits of a new generation of investors, review the regulatory landscape, and reveal strategies that retirement plan professionals are using to streamline operations and leverage new technologies.

Key Objectives:
Our panel will take a deep dive into the trends driving the retirement industry foreword including:

- Behavioral finance strategies aimed at closing the retirement savings gap.
- Regulatory trends such as Multiple Employer Plans and new State-sponsored Retirement plans that may present new opportunities for asset managers.
- How firms are using AI, blockchain, the Cloud, and data science to save money and boost productivity.

CPE Information

NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For this webinar
CPEs Earned: 0

Cancellations and Refunds

Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

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