Please join us for a demo of our new Defined Benefit Proposal module launching this Fall. We will showcase the creation of defined benefit & combo plan proposals as well as the reports that can be generated. We will also preview the full Defined Benefit Valuation software that will be available later this year.
In addition, Charles Brown, FCA, MSEA, QPA, QKA, will explain how to leverage defined benefit plans to fully take advantage of the new SECURE Act sales strategies, such as post year-end plan adoptions and safe harbor redesigns.
Charles Brown, FCA, MSEA, QPA, QKA