DCP Institute Bi-Annual Conference for Service Providers
Services & Tools
Retirement Advisors
New to 401kExchange
To receive more information:
1-877-777-401k
9am to 6pm ET (M-F)


DCP Institute

 401kExchangeBoston Research Group
 

DCPI HeaderDCPI sub

The annual DCPI Conference, hosted by 401kExchange and Boston Research Group, has set the standard as one of the most unique, must-attend conferences in the Defined Contribution industry. Held at The Breakers® in Palm Beach, Florida, this event is by-invitation-only, specifically reserved for financial advisors with a dedicated focus in the company retirement plan industry. 

Industry exhibitors, advisors and their guests attend DCPI annually for industry insight from esteemed guest speakers and for networking opportunities with fellow successful retirement plan professionals all while enjoying the beautiful South Florida weather and the five-star amenities of The Breakers®.

DCPI sub

Please note: If you’re an experienced retirement plan advisor serving the company retirement plan market and would like to inquire about an invitation, please call Diane Barstein at (561) 228-5405 or email DBarstein@401kexchange.com.

DCPI Header

  • Compelling & Timely Industry Sessions: 

Each year at  DCPI, you can expect to experience exclusive enlightening sessions, prepared and presented by leading retirement plan industry experts who will address timely and highly relevant topics that directly impact your business.


DCPI sub

  • TRAU™ - The Retirement Advisor University™

There will be a special session highlighting The Retirement Advisor University at UCLA Anderson School of Management Executive Education, the product of a partnership between 401kExchange and UCLA Anderson Executive Education. The TRAU program provides the first retirement planning certification program offered by a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning certification that has real meaning to plan sponsor clients, prospects, and the retirement industry as a whole.


DCPI sub

  • 401kWire's 300 Most Influential Financial Advisors in DC
    Awards Ceremony hosted by Sean Hanna 

Join us for a special dinner hosted by 401kExchange and Boston Research Group, with an awards ceremony hosted by the 401kWire, to recognize the achievements of the “300 Most Influential Advisors in Defined Contribution” with awards given out by market segment.


401kExchange

  • The 401kExchange President Advisor Council ("XPAC")

Meet the members of the 401kExchange President’s Advisory Council. XPAC is a select group of more than 35 accomplished retirement plan industry advisors participating in a special program to help evaluate, improve and bring new products, services and solutions to market that serve DC advisors and help improve outcomes for plan sponsor and participants.

Copyright © 1996-2006 401kExchange. All Rights Reserved.