Plan Conversions 101: Fundamentals for a Smoother Provider Transition

Plan conversions can feel like a complicated series of handoffs, especially when payroll data, timelines, and responsibilities aren't clearly aligned. If you work with retirement plans at an advisory firm, this introductory learning lab will help you build a smoother, more consistent process.

This is an interactive, collaborative working session designed for advisors servicing qualified plans. Come prepared to keep your cameras on, share what has worked for your team, compare approaches with peers, and learn from others navigating the same common challenges. 

Together, we will discuss:

• Common bottlenecks in the plan conversion process

• Different tactics for gathering information and coordinating handoffs

• Practical approaches for creating a smoother, more streamlined conversion experience

Please share only general process examples and do not disclose participant personally identifiable information, confidential employer information, or nonpublic plan data.