At the recent Ascend! conference in Nashville, we caught up with Rick Perryman, National Practice Leader for Trendshift. We discuss a wide range of subjects and spotlight the key data elements and themes that advisors need to be aware of to help clients manage their plans.
Join us to discover why Rick believes that “transparency” is the new “throw away word” in the benefits arena, and defines it up into “fiduciary level transparency.” We also discuss the distinction between data warehousing and “real-time data,” and why that matters to you.
Rick also helps us to understand some vendors’ game plans, and what plans and plan sponsors can do to stop those practices that add unnecessary cost and complexity — all in an effort to drive down costs.