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Glossary of Retirement Terms

CFDD Advisor Conference to Assist Wounded Warrior Project

    

CHICAGO, IL, November 20, 2012 -- In conjunction with the Center for Due Diligence's Advisor Conference relocation to San Antonio's entertainment rich, cost effective and business friendly River Walk, the company will match each CFDD '13 primary advisor registration made before 12/31/12 with a $100 contribution to the Wounded Warrior Project. Contributions will be made in the individual advisor's name. Advisors who register before the deadline will also benefit from an early registration discount.

Given the maturing retirement plans industry and fee compression, advisors must grow to survive. Advisors must also expand the breadth and depth of their services and align fees with value, experience and services. At odds with the demand for growth, advisory practices with concentrated leadership and no succession plan are increasingly being eliminated from the RFP process. To facilitate practice development, advisors who register before 12/31/12 may register an unlimited number of immediate team members for only $350 per individual, a 50% plus discount.

Based on our unbiased ERISA Advisor Evaluation work, the CFDD has become a primary referral source for RFPs seeking advisors. To facilitate growth, each advisor attending CFDD '13 will be added to our database of advisor search candidates.

Offering more value, content, advisor attendance and core CE credits than any other specialized industry event, the CFDD's Advisor Conference has become the premier education and networking event for the retirement plans advisory industry.

The CFDD is unmatched at identifying and articulating major industry trends. The industry has evolved from product, process and outcomes to risk management. Given that legislation, litigation and enforcement are now the primary challenges facing the retirement plans industry, the CFDD's 2013 Advisor Conference, Identifying & Managing Retirement Plans Risk, will focus on successful risk management strategies for advisors, sponsors and participants. Chasing fees lower is not a solution and we will also show advisors how to develop a growth oriented value proposition consistent with an evolving industry.

More than 1,200 retirement plan specialists will attend CFDD'13, including over 500 accomplished retirement plan advisors. Sixty percent of our limited booth space is already sold and vendors as well as advisors are encouraged to register early.

For more information on the CFDD's October 7-9, 2013 Advisor Conference at the new Grand Hyatt San Antonio River Walk hotel, go to the conference homepage at: http://www.thecfdd.com/CFDDconference2013.

About The CFDD

The Center for Due Diligence (CFDD) is independent information and strategic services firm serving the retirement plans industry. Formerly the premier provider of 401k program competitive analysis, the CFDD is now focused on providing unbiased resources, industry leading conferences and ERISA Advisor Evaluation services.

The CFDD's Advisor Conference is the premier educational and networking event targeting the retirement plans advisory industry. More accomplished retirement plan advisors attend the bottom-up, content rich and advisor-centric conference than any other industry event. The CFDD's ratio of advisors to registrants is unmatched.

The CFDD was instrumental in the development of the ERISA Advisor Evaluator (EAE), an online RFP service to help plan sponsors evaluate advisors and professionalize the advisor selection process. The CFDD also played a key role in the development of the TIAA-CREF Advisor Network, a voluntary, pre-screened and pre-approved network of RIAs and IARs offered to their institutional clients.

For more information, contact: CFDD, PO Box 8, Western Springs, IL 60558. We can be reached by phone at (630) 662-0284, by fax at (630) 662-0286 and by email at CFDD@TheCFDD.com. You may also visit our website homepage for more information at: http://www.thecfdd.com and the current conference homepage at: http://www.thecfdd.com/CFDDconference2013.

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