Advisor Forum
Sunday, December 7 – Tuesday, December 9, 2008
PGA National Resort & Spa
Palm Beach Gardens, Florida
Conference Information and Registration Forms Pending

• Network with colleagues
• Learn best practices
• Get an analysis of market trends

The DCP Institute is a unique annual conference where top retirement advisors, broker dealers, and providers come together in an informal resort setting to share best practices, discuss 401(k) industry trends, and build relationships.

Hosted by Boston Research Group and 401kExchange, the DCP Institute features DCP research and insights from a variety of industry thought leaders. Connect with other professionals in the retirement industry, and understand the trends and direction of the industry from leaders in the field. Gain valuable market intelligence that you can turn into action in your own business.

Planned sessions include:

• Advisor best practices in building a successful retirement business
• Leveraging the Pension Protection Act.
• Insiders guide to target date and lifestyle funds
• To fiduciary or not?
• Capturing rollover business
• DCP Studies and market analysis
• TPA Best Practices

The PGA National Resort & Spa is a world-class golf resort located in beautiful Palm Beach Gardens, Florida, near the 401kExchange headquarters. Resort amenities include 5 golf courses, 19 tennis courts, private lake and beach, 9 pools, and excellent dining choices.

The DCP Institute Sponsorship Registration form is currently available. If you are a former Sponsor you will receive this form by e-mail. Or you may request this form by e-mail: dcpiconference@401kExchange.com

If your company has not sponsored a DCP Institute event, and are interested, please contact Marcus Chandler, Vice President Business Development at mchandler@401kExchange.com or call 561-439-5252 x2221.

Thank you.