Plan Design 1: Defined Contribution and Defined Benefit Plans [Webinar]

March 20, 2013

Wednesday, March 20, 2013 | 1:00 p.m. - 2:00 p.m. ET

By 2020 as much as $22T will be held in retirement plan accounts

Listen to Recorded Webinar

As an advisor, your familiarity with qualified plan design allows you to be the quarterback for the team, implementing and servicing the qualified plan for employers and their employees. To succeed, a qualified plan retirement advisor must understand the complexity of the task and also learn to work with and rely on a team of experts. Learning how to "finish strong" and win more business by gaining valuable knowledge about qualified plans and how to turn that knowledge into plan sales is vital to your success and can help you gain access to the more than $22T in retirement plan accounts by 2020.

Specific insight this webinar will cover includes:

  • What information in a plan document matters to the plan sponsor
  • When and how to recommend an expert
  • The advantages and disadvantages of different plan types
  • Plan design options you can offer that will make you the go-to retirement plan advisor for your clients

This session is part of the ASPPA Qualified Plan Financial Consultant course that will be offered at MatrixU in Keystone in August. It qualifies for ASPPA, NIPA, CFP, CRPS and CRPC CE credit. CPE certificates can be provided for those seeking other CPE credit.

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