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View More The Retirement Advantage [TRA] Webcasts and Conferences

Navigating the New Rollover Reality

The Retirement Advantage [TRA]

Apr. 16, 2021
Recorded Online
Webcast

Learn unique asset gathering strategies and how to incorporate compliant rollovers into our practice with the support from RLC. RLC specializes in being experts on over 5,700 company-specific retirement plans throughout the country. If you have a client that contributes to a workplace retirement plan (401(k), 403(b), or nonqualified) or is covered by a pension plan, chances are that RLC can help you become an expert and show you how to identify hidden opportunities that are often missed by other financial professionals.

The session will cover topics including:

  • In-service distributions from employer sponsored retirement plans
  • Employer stock and Net Unrealized Appreciation (NUA)
  • Lump Sum Distributions from Defined Benefit Plans
  • Tax Efficient Rollovers to Roth IRAs
  • How to Incorporate Pension De-risking Activities into Client Conversations

If you’d like to increase access to new client relationships, identify new sales opportunities and win new business you won’t want to miss this session. Register today!

To receive CE credit, you must remain logged into the video portion of the webinar for the entire program. Logging into the audio portion only is not sufficient for CE credit.

More Information, How to Register

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