Raising The Bar On Advisor Delivered Participant Advice: Game Changing Opportunities & Strategies In The 403(b) Markets

The 403(b) market has experienced unprecedented change over the last five years due to a dramatic shift in regulatory requirements, a fractured economy and precarious market performance. Shades of uncertainty continue to linger and plan sponsors as well as participants have had to adjust to a new retirement plan environment. To restore confidence and reinvigorate interest in retirement readiness, plan sponsors have increasingly turned to trusted advisors for participant directed personalized advice. Demand for plan and participant level directed advisory services has never been higher. It also offers advisors an unmatched opportunity to differentiate with model portfolio strategies, comprehensive participant communication and education services. TIAA-CREF - a premier provider of retirement services in the academic, research, medical & cultural field - has developed the Advisor Network, a leading edge advisory service. The Advisor Network facilitates the scalable delivery of qualified open architecture participant advice while ensuring high quality services are delivered to both institutional and individual clients. In turn, the Advisor Network provides advisors a unique and one-of-a-kind opportunity to leverage the demand for participant advisory services and a premium nonprofit brand. Attend this session to learn even more about the new TIAA-CREF Advisor Network and how to grow new higher margin business.  


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Guest

Robert T. Rickey
Director, Advisor Services
TIAA-CREF

Rob Rickey, CFP®, has almost two decades of experience in the financial services industry.  For the last thirteen years, Mr. Rickey  served in various capacities at TIAA-CREF. Rob  played a key role in the development of the company’s financial advisor distribution channel and their institutional business.  In his current position as Head of TIAA-CREF’s Advisor Services, he is responsible for the sales, service, operation and infrastructure required to support the distribution of the firm’s products & services through the independent advisor channel.  Prior to joining TIAA-CREF, Rob managed client assets as anInvestment Advisor for a leading mutual fund company.  Mr. Rickey  earned a B.A in Economics fromLong Island University and an M.B.A in Banking and Finance from Hofstra University’s Frank G. Zarb School of Business. Rob also holds the Certified Financial Planner designation.

For more information, call (212) 916-4545 or email: rrickey@tia-cref.org

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc.,                 members FINRA, distribute securities products.                                                                                                C50332

 


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