Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Client Service Manager

July Business Services

July Business Services logo

Compliance Officer

New York City District Council of Carpenters Benefit Funds
(New York NY)

New York City District Council of Carpenters Benefit Funds logo

TPA Retirement Plan Consultant



Retirement Plan Relationship Manager

ERISA Services, Inc.

ERISA Services, Inc. logo

Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Retirement Plan Administrator

Retirement Solutions Specialists
(Remote / Jacksonville FL / Hybrid)

Retirement Solutions Specialists logo

Retirement Account Manager

Fringe Benefit Group
(Remote / Austin TX)

Fringe Benefit Group logo

Regional Sales Director (West)

July Business Services

July Business Services logo

Defined Contributions Compliance Consultant

Loren D. Stark Company (LDSCO)

Loren D. Stark Company (LDSCO) logo

Retirement Plan Consultant

July Business Services

July Business Services logo

Senior Specialist 401k Recordkeeping

T Bank N.A.
(Dallas TX)

T Bank N.A. logo

View More Employee Benefits Jobs

Free Newsletters

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

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
and Podcasts
  >  Upcoming   |   Recorded
(In-Person or Virtual)
  >  Upcoming   |   Grouped by Location
All   >  Upcoming   |   Grouped by Sponsor

View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences

Understanding Your Retirement DNA

TRA [The Retirement Advantage]

Apr. 26, 2023
Recorded Online

Fully understanding all the benefits available to your clients through their company-sponsored retirement plan can be daunting.  Let us help make it easier.  Together we will identify important plan features, options and opportunities you may be overlooking.  We want to help empower you with custom strategies to optimize your clients’ retirement planning to its fullest.

Learning Objectives:

  • Identify key considerations of a rollover
  • Understand a plan’s unique options
  • Use in-service distributions to access to plan assets while working 
  • Understand special tax rules for NUA in employer securities 
  • Learn about non-Roth after tax-accounts
  • Consider defined benefit plan lump sum payouts

More Information, How to Register

© 2024, Inc.