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Combo Retirement Plan Administrator Strongpoint Partners
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Strongpoint Partners
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Managing Director - Operations, Benefits Daybright Financial
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Compass
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Anchor 3(16) Fiduciary Solutions
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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Mergers & Acquisition Specialist Compass
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Retirement Plan Administration Consultant Blue Ridge Associates
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Retirement Plan Consultants
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Regional Vice President, Sales MAP Retirement USA LLC
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EPIC RPS
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Taking Plan Design to New HeightsTRA [The Retirement Advantage] |
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Mar. 20, 2024 On-Demand Webinar |
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Designing effective qualified retirement plans that meet a plan sponsor’s objectives has become somewhat of a lost art. The reasons are many: Cookie-cutter designs are easier; safe harbor designs get media attention; the flexibility of modern plan documents are overlooked; and pre-approved plans can satisfy most sponsors’ needs. Learning Objectives
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