Defined Benefit Proposal Deminar

Date: 2020-08-19 12:00:00

Duration: 60 minutes

Speakers: Joe Kleinrichert - Senior Technology Project & Program Manager, and Charles Brown

Please join us for a demo of our new Defined Benefit Proposal module that will launch in the Fall, where we will showcase the creation of defined benefit & combo plan proposals as well as reports that can be generated from the DB proposal software. We will also preview the full Defined Benefit Valuation software that will be available later in the 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.


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