…Fiduciary Day PENTalk™ – an interactive workshop designed to deliver a simple and effective understanding of these services and learn more about how you can leverage the 3(16) opportunity for your book of business. Hear from leading advisors on the tremendous opportunity 3(16) represents and…
…can help control risk and liability. The Department of Labor’s (DOL) Interpretive Bulletin (IB) 2008-02, as well as its predecessor IB 94-2, state that, “The maintenance by an employee benefit plan of a statement of investment policy designed to further the purposes of the plan…
It’s not what you earn – it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Hear from Mary Read, National Director…
This course is designed to teach the basic requirements for a retirement plan to be qualified including the tax benefits and the ramifications of losing tax qualified status. The course covers required plan language as well as discretionary options a plan sponsor may choose to…
It’s not what you earn – it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Hear from Mary Read, National Director…