Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
ARPA Webcasts

Featured Jobs

401(k) Plan Administrator

Pension Investors Corp
(Telecommute / Hollywood FL)

Pension Investors Corp logo

Benefits Associate

Littler Mendelson, P.C.
(Philadelphia PA / Los Angeles CA)

Littler Mendelson, P.C. logo

401(k) Retirement Plan Administrator

Heritage Pension Advisors, Inc.
(Telecommute / Commack NY)

Heritage Pension Advisors, Inc. logo

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

Supervisor, Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company (LDSCO)

Loren D. Stark Company (LDSCO) logo

Implementation Specialist

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA)

Ubiquity Retirement + Savings logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More The Retirement Advantage [TRA] Webcasts and Conferences

Navigating the New Rollover Reality

The Retirement Advantage [TRA]

Apr. 16, 2021
Recorded Online

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

© 2021, Inc.