Would your organizational strategy benefit from your employees having in-depth knowledge of the institutional retirement industry? Or are you moving into a key role in the industry but lack a detailed understanding of its complexities? This course is designed for you.

This instructor-led class provides a strong foundation for professionals who need a comprehensive understanding of the U.S. retirement market and all of its complexities, covering products, competitors, regulatory environment, institutional provider challenges, emerging solutions, operating models, and technology.

Our expert facilitators are also executives who understand the retirement industry dynamics which ensures that your course materials will be both relevant and timely with current market trends.

We offer industry-leading professional development to your management team, preparing them for the complexities of the competitive retirement space.

Duration:
This course consists of 8 modules, delivered virtually or in person, totaling 15 professional development hours.

The course can be completed in two full business days or over several shorter virtual sessions. We will consult with you in advance to tailor the course materials to your organization's specific needs.

Benefits:
Upon completion, participants will possess a comprehensive understanding of key aspects of the U.S. retirement industry and the competitive landscape, enhancing their confidence and effectiveness in their roles.

Do you know how to strategically address plan complexities that inhibit growth and scale? Is your team comfortable being the strategic expert with your clients versus an “order taker”?  

Complex plan designs are difficult to manage, present higher fiduciary risks, and are costlier to administer. This course will focus on how to address both internal and external variations that drive complexity to achieve desired growth and scale. MCA has trained over 700 relationship managers, product owners, and sales professionals on Plan Simplification.

This course is designed for client-facing teams and will cover how to enable a mindset shift that drives proactive conversations on plan simplification with clients, how to manage requests for custom solutions and guiding principles to address both internal and external variations that drive complexity.

This instructor-led course provides opportunities for client-facing teams to practice how to approach clients using case studies and real-life examples.

Duration:
Our Plan Simplification course can be completed in 2-3 hours, either virtually or in person. An optional in-person workshop may be added which allows your teams to have an interactive experience that reinforces key concepts of the professional development session.

Most of our clients opt to pair the course with the workshop for optimal results.

Benefits:
Participants will be equipped to have proactive discussions with clients on how to implement simplified plan design solutions, achieving better overall outcomes, enhanced scalability, and growth.

Do you manage or work in a product organization within the retirement industry?

Many organizations within the retirement industry struggle with defining, implementing, and driving the adoption of new products and services in the market.

The absence of a high-performing product function often results in capital investment that is not realized due to poor product adoption and failure to meet profitability and margin targets.

MCA’s Product Strategy and Management development program built on the core principle that the Product function is foundational and critical to the overall success of the organization.

This course focuses on the product lifecycle from analysis of competitive offers and addressable markets, offer definition to support the strategic plan, product definition and development through internal readiness to support effective go-to-market strategies.

Our expert facilitators leverage their industry expertise to share best practices to establish an effective product strategy.

Duration:
This program can be offered as a one- to two-day on-site program or as virtual course broken down into multiple sessions.

Many of MCA’s clients also leverage an abbreviated version of the course for cross-functional partners to help them understand how different teams in the organization partner and interact with the product organization to drive results.

Benefits:
Participants will gain the skills to spend capital budgets more wisely, increase product adoption, boost revenue, and improve margins. The course also enhances leadership capabilities in product strategy and management, helping individuals in key product roles mobilize the firm to deliver new products and services successfully.

As a retirement executive, you understand the critical importance of crafting a strategic business case that ensures optimal resource alignment, engages the right technology resources, and accurately forecasts the necessary budget and timeline for successful implementation.

MCA has designed a specialized executive-level course to share industry best practices on how to carefully craft a well-designed business case that produces successful outcomes.

In highly matrixed organizations, the most critical business case objectives often do not receive the thoughtful consideration needed to be prioritized and receive funding. Workstreams are frequently completed in isolated silos, and departments struggle to align fully with overarching objectives.

As industry experts, we have helped dozens of clients overcome these obstacles, assisting them in crafting business cases that achieve meaningful and, most importantly, implementable results.

Attendees of Building a Compelling Business Case will participate in an interactive session where we share real-world examples and case studies that reinforce MCA’s approach to crafting an effective business case.

Our goal is to adequately prepare you for actual everyday application of the concepts covered in this course.

Duration:
This half-day course can be delivered in-person or virtually.

Benefits:
Participants will acquire the knowledge and skills needed to develop, socialize and present their business case for acceptance and prioritization to secure necessary resources and funding.

This course is tailored for those who work with, invest in, or oversee retirement businesses through their roles on corporate Boards or in Private Equity. It provides a comprehensive understanding of the U.S. retirement market, covering products, competitors, regulatory environment, institutional provider challenges, emerging solutions, operating models, and technology. 

This course will provide leaders with the background they need to make educated decisions on investments that will align with strategic objectives.

MCA’s executives lead this course which will provide attendees with baseline knowledge of this space to enable leaders to operate effectively in this space

Duration:
This course can be delivered virtually or in a one-day on-site workshop.

Benefits:
Participants will gain a deeper understanding of the retirement industry, enhancing their ability to articulate opportunities and challenges, and succeed in their roles.

Are you a technology executive or leader who partners with retirement providers? Technology solutions tend to be complex and costly to maintain for retirement firms.

As a result, many providers lack confidence that the technology organizations supporting them genuinely understand the retirement business, their company's strategy, and the tech firm's role in their success.

This course, created by executives who understand the retirement business and have led technology organizations, is designed to meet your specific needs.

This business course for technology professionals is not just about theory; it focuses on practical application, helping you understand how technology solutions directly impact your customers.

Our course combines a deep understanding of the industry and its challenges with a third-party perspective of your specific competitive issues and corporate strategy. We guide the team through the business imperative, the role of technology, common technology challenges, and how the industry is solving them.

By leveraging our expertise and comprehensive approach, we aim to enhance your ability to align technology initiatives with business goals, improve customer satisfaction, and drive overall success for your organization.

Duration:
This course can be delivered virtually or in a one-day on-site workshop.

Benefits:
Technology executives will be better aligned with retirement providers and their customers, understanding and articulating how to improve and deliver solutions that meet business needs.