Help your clients with strategies that deliver real tax savings!

Plan to join us on Tuesday, February 24, 2026, at 1:00 PM ET for Transform Retroactive Plans into Tax Savings: Proven Strategies, an insightful session led by industry experts Charles Brown, Actuarial Director; Joseph Kleinrichert, Lead Technology Product Manager; Holly Roussel, Associate Director of Product Design & Compliance; and Katie Heemskerk, Technology Product Manager.

Together, they’ll walk you through how strategic plan design—401(k), Profit Sharing, and Cash Balance—can unlock significant deductions and strengthen retirement plans. You’ll also see how ftwilliam.com’s software makes implementing these strategies simple and efficient, so you can provide exceptional service with confidence.

Secure your spot today and uncover proven strategies to turn retroactive plan implementation into a powerful advantage, maximizing tax savings and delivering superior outcomes for your clients.

After February 24th? Register below to view the replay!