Upcoming Webinar

From conflicts of interest to complicated plan designs, different retirement plan features may cause your clients (and you!) headaches down the road. This webinar will address how to analyze a retirement plan, identify red flags, and apply best practices to remedy them. Specifically, we will cover:

  • Using plan governance to sell and prospect
  • Choosing the right plan design elements and identifying when to change them
  • Implementing administrative processes to help your plans stay compliant
  • Analyzing fees to avoid conflicts of interest