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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Stones River Consulting
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Senior Client Service Specialist EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Automotive Industries Trust Funds
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Independent Retirement
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Nova 401(k) Associates
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Compass
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Internal Channel Sales Team Lead July Business Services
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Mergers & Acquisition Specialist Compass
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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EPIC RPS
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Pentegra
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Independent Retirement
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Daybright Financial
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Daybright Financial
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The Pension Source
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Regional Sales Director-Mid Atlantic July Business Services
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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The Other Plan Options - SIMPLEs, SEPs and Starter(k)sASPPA [American Society of Pension Professionals & Actuaries] |
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Apr. 25, 2024 On-Demand Webinar |
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Speaker: Theresa Conti APR, QKA, ERPA, CPFA, Senior Consultant at July Business Services Description: Webcast will cover the "other plan options" of a SIMPLE, SEP and Starter(k)s. Discover the type of plan that are options for the employers you work with along with some of the options that are not available in these types of plans. We will also cover the rules for SIMPLE conversions to a 401(k) plan mid-year. Learning Objectives:
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