Help for 401k Plan Sponsors, Small Business, Employee and 401k Rules   


Free Weekly eNewsletter

CFDD Launches New Website for Retirement Advisors

    
CHICAGO, IL, January 14, 2008 -- The Center for Due Diligence, an independent information and strategic services firm, has just launched their new website. The website is in the first phase of build out and according to Phil Chiricotti, President, "The website will be the richest web-based resource available to retirement advisors."

Consistent with the CFDD's conference theme, the new website was designed to help advisors adapt to changing conditions, increase professionalism, evaluate business models, grow, manage for efficiency, institutionalize their practice, reduce liability and plan for succession.

The primary areas of the website include: Insights, Monitor, Links, Industry Conferences, Training, Resources, Ask an Expert, Research & Trends, Target Date Funds, Retirement Income, Jobs/Recruiting and Buy/Sell Practices. The CFDD's Advisor Conference will also have a dedicated home page.

The Monitor area will feature Legislation, Litigation, Regulatory action and Enforcement. AIM's Kathryn Capage will provide the Legislative Update and Marcia Wagner, the Wagner Law Group, will provide the Litigation Update.

The CFDD will provide proprietary research on the next generation of Retirement Income products and services. The Ask an Expert area will feature Q&A areas on: Annuities, Compliance, ERISA, Liability Insurance, Plan Design, Retirement Income, Rollovers & Distributions, Target Date Funds and Technology.

Widely recognized industry experts will populate the Ask an Expert area, including: John Hancock, ComplianceWorks, Inc., The Wagner Law Group, NAPLIA, The Standard, Prudential, Target Date Analytics and others.

The Resources area will provide valuable tools and resources on: Benchmarks, Business Models, Designations, Ethics, Marketing, Products & Services, Sales, Staffing, Succession Planning and Systems/Software.

The Links and industry Conferences areas include the most comprehensive list of pertinent industry links and conferences, including an area for conference hosts to advertise their conference. Technology and staffing are the major challenges facing successful advisors today. The CFDD has helped many advisors find quality staff and the Jobs/Recruiting & Technology areas have been well received by the network.

The website is in the first phase of build out. The features and functionality will be deployed in stages. The site is currently available without cost or logon requirements. After completion, the enhanced resource areas will only be available to subscribers and conference attendees. Individuals who attend the CFDD's annual Advisor Conference will have access to the site without additional cost.

The CFDD's October 13-15, 2008 Advisor Conference, "An Industry In Transition: Old Model Is Mature, New One Is An Infant," will be held at the Fairmont Scottsdale Princess Resort in Scottsdale, Arizona. In addition to a content rich, bottom up and advisor-centric agenda, the conference offers a FUN networking forum. The 2008 Advisor Conference Kick-Off/Charity Golf Awards Party will feature a biker theme. In addition to authentic his and hers leather motorclothes awards for the best biker attired individuals at the party, the grand prize drawing winner will receive a collectible 105th Anniversary Edition Harley-Davidson FXDL DynaŽ Low RiderŽ motorcycle (est. value $20,000). An additional $25,000 of raffle prizes will be awarded at the conference's concluding event.

About Center for Due Diligence

The Center for Due Diligence (CFDD) is an independent information and strategic services firm. Formerly the premier provider of 401k program competitive analysis, the CFDD now specializes in unbiased resources for retirement advisors, industry leading conferences and specialized training for Wholesalers, TPAs & RIAs. The CFDD has also assumed a lead role in helping non-specialized RIAs develop retirement plans business and partner with service providers. More information at www.TheCFDD.com.

###

Click here for more material dealing with current trends, opinion, news, legislative action, investments, marketing, sales, consulting, and legal issues on 401k plans.

This is a press release provided by the company or its representatives. 401khelpcenter.com, LLC is not the author of this release and is not associated or affiliated with any firm or organization mentioned unless otherwise noted. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by 401khelpcenter.com, LLC.


Press Center | Glossary | Privacy Policy | Terms of Use | Contact Us
by 401khelpcenter.com, LLC