WHO: 401(k) External Wholesalers

OPPORTUNITY: 401(k) Rekon Symposium Sponsorship

WHAT: ONLY 3 sponsorship opportunities remain in Q1 (92 have already been filled for 2011).

LOCATIONS:

• Cherry Hill, NJ - February 17, 2011
• Schaumburg, IL - February 24, 2011
• Charlotte, NC - February 24, 2011

CONTACT INFO: 401(k) Rekon

DETAILS: 401(k) Rekon brings national conferences to local advisors. Over 1,000 top-producing advisors attended their symposiums in 2010. Sponsorship demand has been overwhelming. As of Friday, they had only 3 openings for product partners for Q1 2011. If you cover New Jersey, Illinois or North Carolina, we recommend that you contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it as soon as possible to learn more about the opportunity. 

From the 401k Rekon Website: Changing regulations, increased competition and fiduciary requirements, and decreasing budgets create a challenging environment for the 401(k) industry. How can advisors and providers partner together to meet these challenges and serve their mutual clients better?

National conferences are expensive. Most advisors do not have a few days or a few thousand dollars to attend national 401(k) conferences. Most broker dealers offer minimal 401(k) advisor training. Less than 1000 advisors attend our industry’s three major conferences. While the conferences have excellent agendas, the number of advisors attending pales in comparison to the number of advisors managing 401(k) plans. The advisors need what the conferences offer, so we are bringing the conferences to the advisors. Like the Provider Database, our events are free for financial advisors.

The symposiums focus on value-add resources and education to help advisors leverage their relationships with the different providers in their region. Product presentations are excluded. Advisors want help managing their practices and growing their practices-and that’s what Rekon provides. Symposium topics range from plan design (cash balance and non-qualified deferred compensation plans) and fiduciary responsibilities (fee benchmarking and target date selection) to prospecting and providing great client service. Each presenting sponsor highlights a value-add resource or tool.

Unlike national conferences, local advisors meet with local wholesalers or other representatives. The atmosphere is relaxed, but the format moves quickly. Each presenter is allowed 30 minutes. In addition, one or two roundtable discussions address current and future advisor challenges. The most common feedback comment is “I like the diversity of topics and the speed.” 401(k) Rekon™ is providing 401(k) advisors want what they want in the way they want it.

401(k) Rekon™ held the first symposium in May, 2010. We hoped for 50 advisors, and 58 attended. Each event has been overwhelmingly successful. 25 events are scheduled for 2010. Based on average attendance at our first six events, we anticipate over 1000 advisors will attend our symposiums in 2010. That’s more advisors than all major national conferences combined.

80 symposiums in 43 locations are scheduled for 2011. We expect thousands of advisors across the country to attend and partner with providers. In addition, we continue to enhance our unique online provider database. 401(k) Rekon™ has brought the best resources, information and presentations to financial advisors-all for free.