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.


Segment One
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Scott Dauenhauer
Meridian Fiduciary Consulting

Scott Dauenhauer, CFP®, MSFP, AIF® is the Principal & Owner of Meridian Wealth Management, a California Registered Investment Advisor. Mr. Dauenhauer is also a partnering consultant with SST Benefits Consulting, Inc. On a combined basis, the two entities consult on over $3 billion in government defined contribution assets. Scott has been involved with Government Defined Contribution plans since starting his practice in 2001. In this role, he managed RFPs for school districts in California and consulted with the California State Teachers Retirement System (CalSTRS). Scott also assisted CalSTRS with the development of their defined contribution programs, including a Fiduciary Advisor Program for K-14 educators. Mr. Dauenhaauer is often quoted in the media on a wide variety of financial topics and has authored several articles and a book, The 403(b) Wise Guide. Media interviews include the Wall Street Journal, Kiplinger’s Magazine, Chronicles of Higher Ed, Money Magazine, L.A. Times, Financial Planning Magazine, Journal of Accountancy and Teacher Talk. His blogs, The Meridian & The Teachers Advocate are widely read. The Meridian was also named as one of “The Best Stops on the Web” by the Journal of Accountancy. Scott earned a Bachelors degree in Finance and a Masters Degree in Financial Planning. He is also an Accredited Investment Fiduciary®.

For more information, call (949) 916-6238 or email: scott@meridianwealth.com


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