Cogent Wealth Reports

What is in the webinar?

Review higlights from our Retirement Planscape® report.

In this brief video, subject matter expert Julia Johnston-Ketterer, senior product director and author of the report, will review:

  • Strategies to address client woes over managing plan costs
  • Warnings that could lead to lost business
  • Key factors impacting recordkeeping provider and investment manager consideration

Download the Webinar!