Join our industry leading experts for a panel discussion on where each form of “Robo” fits in the defined contribution world today, and where they are going in the future. “Robo” technology has long been used to help participants in the defined contribution space devise an effective allocation. We started seeing “Robo” in action with the advent of target date funds, then model portfolios were added, along with the adoption of managed accounts. Today, it continues to evolve, supporting the changing needs of sponsors, advisors, participants and CPAs, especially with the recent regulations and intensified scrutiny from the DOL and the marketplace.
During this panel discussion, attendees will:
• Understand the strengths of each solution and what role they can play in growing their practice
• How each solution best supports clients in today’s competitive market