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
PREVIOUS WEBINARS
- Selling Retirement Plans at Scale: Leveraging COIs to Build Successful Partnerships
- Putting MEPs on the Map: How to Incorporate Multiple Employer Plans (MEPs) into Your Sales Strategy
- It’s All About the People: Helping Your Employees Effectively Engage with Their 401(k)
- Just OK is Not OK: Differentiating Yourself in Today’s Competitive Landscape
- The Muddied Waters of Fiduciary Oversight: Navigating Your Legal Responsibilities as a Retirement Plan Advisor
- Join the Conversation: Hot Topics For Retirement Plan Advisors