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EPIC RPS
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Shipman & Goodwin LLP
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Internal Channel Sales Team Lead

July Business Services
(Remote / Waco TX)

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Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
(Remote / Tacoma WA / CA / OH)

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Regional Sales Director

Independent Retirement
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Plan Administrator

Stones River Consulting
(Remote / TN)

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Independent Retirement
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Daybright Financial
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Daybright Financial
(Remote)

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Director, Strategic Accounts and Channel Development

July Business Services
(Remote / Waco TX)

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Relationship Manager

Daybright Financial
(Remote)

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Regional Sales Director-Heartland

July Business Services
(Remote / Waco TX / IL)

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Director of Regulatory Operations and Compliance

PCS Retirement
(PA / Hybrid)

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Team Leader

Nova 401(k) Associates
(Remote)

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Regional Sales Director-Mid Atlantic

July Business Services
(Waco TX / DC)

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Webinars
and Podcasts
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How Successful Advisors Conduct Annual Retirement Plan Reviews

Broadridge

June 23, 2021
On-Demand
Webinar

Do your plan reviews help build your client’s retirement plan’s success? Are you taking advantage of the opportunity to show your value?

Join us to learn:

  • plan review best practices
  • how to meet legal and fiduciary requirements
  • ways to share your consulting value
  • which documents you’ll need to use (includes a library of sample documents)
  • how plans with failures have corrected them

Learning Objectives:

  • Understand essential elements of an annual plan review
  • Identify plan shortfalls and introducing corrections

More Information, How to Register