Retirement Research Center Webinar:
The Converging Worlds of Wealth and Retirement
Thursday, April 9, 2026
2:00pm - 3:00pm ET
This webinar explored the converging worlds of retail wealth advice and institutional retirement plans, highlighting the impact of keakage, the role that retirement plan advisors play in guiding participant decisions, and the infrastructure in place that facilitates rollovers. Your questions on this topic will be welcome!
Thank you to our guest speakers:
- Karen Casillas, Vice President & Financial Advisor, CAPTRUST
- Holly Verdeyen, Partner & US Defined Contribution Leader, Mercer, A Marsh Business
- Spencer Williams, President & CEO, Retirement Clearinghouse
- Joshua Dietch, Partner, NMG Consulting (Moderator)
Please contact us if you have questions at info@dciia.org.
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