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Webcasts  >  Upcoming   |   Recorded
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View More CAPTRUST Financial Advisors Webcasts and Conferences

Revamping Retirement: The Business of Benefits with Bob Toth

CAPTRUST Financial Advisors

Mar. 29, 2021
Recorded Online
Webcast

Mike Webb chats with Bob Toth author of the popular Business of Benefits blog and founder of Toth Law and Applied Pension Professionals.

With more than 35 years of experience practicing employee benefits law, Bob Toth is an expert to the experts - particularly in the areas of 403(b) plans and annuity products. Mike and Bob discuss the key to moving the needle on annuities, including how to effectively communicate the benefits of these products, the importance of pricing opaqueness, and how the SECURE act provision allowing portability may help address participant concerns. Bob also shares some of the new products being developed in the marketplace and explains why beer is essential to solving the annuity puzzle.

More Information, How to Register

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