Upcoming National Retirement Plan Web Clinics & Conference Calls
Year-end Retirement Plan Opportunities – Upgrade SEP or Owner K to Owner-only Defined Benefit Plans – October 15, 2015.
Schedule a Regional Prospecting Workshop
Supercharge a 401(k) by Adding a DB Plan
Adding a Cash Balance or Traditional Defined Benefit Pension Plan to an existing 401(k) Plan could add $200,000 or more in annual contributions to your client’s or prospect’s existing retirement program.
Retirement Plan Design for Professional Practices
Successful medical, law and other professional practices tend to remain profitable during economic downturns and remain good candidates for plan designs that target owners with high annual contributions.
Using CPE to Strengthen CPA Relationships
CPAs can be an excellent referral source. Offering CPE programs is an opportunity to deepen an existing relationship, or to develop new CPA relationships.
Prospecting Owner-only Businesses
Successful owner-only businesses are an often overlooked segment of the retirement plan market. For example, an Owner DB™ may have annual contributions of up to $200,000!
PPA Restatement Sales Opportunities
Learn how to retain and add existing and new plan sponsor clients — and improve plan features and service — during the periodic and mandatory pension plan document restatement period. View this webinar from Benetech to learn what you need to know about the restatement period, and how to save your client money.
PPA Restatement Sales Opportunities – Transamerica
The pension plan document restatement period presents a number of compelling sales opportunities for plan advisors who want to build their 401(k) business. View this webinar from Benetech to learn tips from the experts!