The Latest and Greatest in Investment Menu Design, QDIA Selection and ERISA 3(38) Support was a recent panel discussion at the Semi-Annual Retirement Advisor Council Conference in Phoenix, AZ. Vincent Vicidomini, a vice president with Mesirow Financial, shared his insights into how current market conditions are impacting QDIA investment selection options and trends in the 3(38) outsourced fiduciary space.
Future Trends in Retirement Planning was a panel discussion at the 2018 Excel 401(k) Advisor Conference, where Vincent Vicidomini, a vice president with Mesirow Financial, shared his insights into how recent trends in retirement planning may impact advisors, plan sponsors, and plan participants. The retirement world has been experiencing dramatic change over the past decade, with ever-evolving nuances that players in this marketplace must keep pace with to be able to continue to compete.
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