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The DCIO Leadership Summit [B2080]
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The DCIO Leadership Summit

Identifying Future Trends and Opportunities for Enhanced Decision-Making

January 29-30th, 2019 | The Harvard Club | Boston, MA

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Evaluating Emerging DCIO Trends

The DCIO Leadership Summit is the place to be for all professionals that touch the DCIO market to tap our nationwide network of decision makers in order to reach record keepers, identify trends to inform product placement, take home strategies to advance your market position, and hear unique perspectives on the evolving landscape from a vast speaking faculty.

The DCIO marketplace has become increasingly more competitive and investment opportunities and trends have shifted. Learn how to tackle the evolving landscape and excel in the market. Do not miss this opportunity for interactive discussions with industry specialists!

FRA DCIO Leadership Summit

Speakers & Agenda

View Brochure

For information on event speaking opportunities, please contact
Trey Shalley at (704) 341-2391 or TShalley@fraconferences.com

Who will attend?



With a robust agenda of DCIO related topics, this conference will attract specialists including:

  • Asset Managers/TPA/ Legal Professionals
  • National Sales and Marketing Teams/ Record-Keepers
  • Retirement Specialists/ Consultants/ Advisors
  • Investment Management Prof/Head DCIO
  • Product Development Executives/CIO/
  • Retirement Platform Executives

FRA DCIO Leadership Summit

Top Reasons to Attend

  • Gain valuable insight into the regulatory environment; Tax Reform 2.0 and Executive Order (MEPs)
  • Hear from research specialists on trends in retirement spending behavior
  • Obtain valuable information on emerging Fintech companies entering the market
  • Leave with valuable expert insight on the future of the DCIO market
  • Capitalize on face to face networking opportunities with industry leaders

Topics at a Glance

Topics at a Glance

  • Examining the Impact of Regulation and Legislation Issues on the Horizon
  • Keys to Enhancing DCIO Sales Tracking Data
  • Framework for Retirement Income
  • The Growth of Investments in Environmental, Social, and Governance (ESG)
  • Maximizing Fintech to Increase Profitability

Get Important Answers

Get Answers to These Questions

  • What are the potential impacts of the Executive Order (MEPs) and the Tax Reform 2.0?
  • Which Fintech should I be aware of that will impact how we operate?
  • What steps do I need to take to excel in a competitive DCIO market?
  • How can I enhance relationships with plan sponsors home office senior managers?
  • How can We improve our financial wellness program?
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About FRA Foundation Research Associates (FRA) is the preferred resource for professionals seeking cutting-edge information on the next wave of business opportunities in the areas of finance, law enforcement, government, legal and compliance. FRA produces more than 20 conferences annually, focused on sophisticated topics and ample networking opportunities for thousands of executives from mid- to senior-level and C-suite. Learn more at www.frallc.com.

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