Basics of Plan Design
March 20th (Wednesday) at 10:00 AM CST
Click here to register. Availability is limited so sign up today!
Presenters – Josh Kegley & Tom Allen, AIF®, QKA, CPFA, Retirement Plan Consultants
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Join us for a 101 review of plan design. We’ll go through the types of questions you should explore with clients, how RPC analyzes the possibilities, and the best ways to communicate your client’s options to them. Our presenters, Josh Kegley and Tom Allen, will start with the basics and cover subjects such as safe harbor, non-discrimination testing, and what that translates to for a prospect.
Annual Advisor Update
May 8th (Wednesday) at 10:00 AM CST
Click here to register. Availability is limited so sign up today!
Presenters – Josh Kegley & Alex Baumert, QKA, CPFA, TGPC, Retirement Plan Consultants
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This annual webinar is perfect for Advisors that currently have retirement plans with RPC. We will be covering RPC-specific updates including security, website enhancements, and much more. Our presenters, Josh Kegley and Alex Baumert, will give you an inside look of what you can expect to see from RPC over the coming months.
Scaling Your Retirement Plan Practice
July 17th (Wednesday) at 10:00 AM CST
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Presenter – Tom Allen, AIF®, QKA, CPFA, Retirement Plan Consultants
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Looking to get started in the retirement plan arena or just looking for helpful suggestions on how to scale your business as a solo (or small) practitioner? Our presenter Tom Allen will go through the key players, the different service models, and best practices for how to streamline your service offering.
Cash Balance Update
September 18th (Wednesday) at 10:00 AM CST
Click here to register. Availability is limited so sign up today!
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It’s that time of year again! Join us as we review what makes a quality cash balance prospect, how cash balance plans work in combination with a 401(k)/profit sharing plan, and best of all – the top points you need to drive home with a potential cash balance client.
