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2017 M Retirement Colloquium a Huge Success

M Financial | 18 April 2017 | M Community
Collaboration, Expertise, Qualified Plans, Retirement, Ultra-High Net Worth

Attendees from M Member Firms, M Carriers, and strategic partners participated in our second M Retirement Colloquium. Held on March 21, following the NAPA 401(k) Summit, the colloquium brought the M Community together to examine the latest in retirement industry developments, solutions, and expanded resources pertaining to qualified plans.

Many thanks to leading experts in the retirement industry—Ann Schleck of Ann Schleck & Company, Michael Muirhead of fi360, Brian Graff of the American Retirement Association, Scott Revare from the Center for Fiduciary Management (FiRM), Pete Swisher of Pentegra, and our very own David Watros of M Benefit Solutions—for the wide range of presentations that explored a variety of economic, social, and regulatory factors impacting the retirement industry and the M Community.

The 2017 M Retirement Colloquium represents our ongoing commitment to fostering idea-sharing among industry thought leaders and experts, as well as encouraging collaboration among Member Firms to capitalize on the "Power of M."



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