Date/Time: May 25, 2011 (2-3 pm ET)
Presenter: Jason Chepenik, CFP®, AIF®
Sponsored by: Boulevard R
Educational Track: Technical Knowledge
CFP Board CE Credit: 0
Career Level: All
FPA Competencies: Sales & Marketing
CFP Board Topic List: N/A
Cost: Free for Members, $89 for nonmembers
Please Note: Registration for this event will end 15 minutes prior to the start. Entering the session late may cause problems with earning your CE credit. Seating is limited, so please register early.
Type of Event
Streaming: Audio and visual presentation through your computer.
About the Program
Major changes in the retirement plan industry are creating new opportunities for advisors who are focused on growing the retirement plan side of their business. But how can advisors take advantage in this shifting landscape?
This presentation, led by Jason Chepenik, CFP®, AIF®, will explore the key changes in the retirement plan industry and how these are affecting plan sponsors and participants. From his vantage point as one of the top plan advisors in the country, Jason will identify the key opportunities for fiduciaries. Additionally, Jason with describe some of the strategies and tools he uses to differentiate his services and win new plans.
Learn About
- How the retirement plan industry is changing and what that means for fiduciaries and non-fiduciaries
- How fee disclosure and increased demand to improve plan outcomes is creating opportunities for financial advisors
- How you can use some of the same prospecting strategies and tools that top plan advisors employ to win new plans
Who Should Attend
Any advisor who wants to win more retirement plans.
Our Speaker
Jason Chepenik, CFP®, AIF, Managing Partner, Chepenik Financial
Professional Highlights:
- 16 years Investment/Retirement Industry Experience
- Named to 2011 The 401kWire 60 Most Influential DC Advisors
- 2010 Top Advisor in the Mid-Market Retirement Plan space by the 401kWire
- 2010 401kWire "100 Most Influential People in the Defined Contribution Industry" Recipient
- 2009 401kWire "Top 40 Defined Contribution Advisor" Recipient
- 2009 Institutional Investor "Rising Star" Recipient
- 2007-2009 PLANSPONSOR "Most Successful Retirement Plan Advisors" Recipient
- BlackRock Defined Contribution Council Member (2010)
- Prudential Financial Advisory Council (2010 Member)
- Putnam DC Advisory Council (2010 Member)
As a Managing Partner of Chepenik Financial, Jason Chepenik oversees the executive compensation and retirement plan consulting for organizations spanning a wide range of industries, including several Fortune 1000 companies and encompassing more than 35,000 employees. Over just the past few years, Jason has consulted on more than a billion dollars of plan assets.
A Certified Financial Planner (CFP®) since 2002, Jason became an Accredited Investment Fiduciary (AIF®) in 2007. This designation signifies his ability to manage investment processes in accordance with guidelines set forth by the Center for Fiduciary Studies. He has since emerged as a leading strategist and speaker on fiduciary best practices, as well as a key proponent of fee transparency for corporate retirement plans.
In 2008, PLANSPONSOR magazine named Jason one of the most successful retirement plan managers in the country. Jason is considered a thought leader in his field and was named the Top Advisor in the Mid-Market Retirement Plan space by the 401kWire acknowledging the respect, insight, and passion toward the improvement of the industry.
Beyond his work with Chepenik Financial, Jason is an active and respected member of the business community, contributing his financial expertise to various organizations, including private enterprise, non-profits and government agencies. In 2008, he had the honor of being invited to testify before the Department of Labor on matters pertaining to retirement plans, providing insight that will help shape the policies of tomorrow.
Jason resides in Winter Park FL
