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Internal Channel Sales Team Lead July Business Services
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Mergers & Acquisition Specialist Compass
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Compass
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Relationship Manager – Defined Contributions Daybright Financial
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Senior Client Service Specialist EPIC RPS
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Independent Retirement
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Daybright Financial
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Automotive Industries Trust Funds
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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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The Pension Source
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Nova 401(k) Associates
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Independent Retirement
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Pentegra
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Fiduciary Hot Topics, Q1 2025RPAG |
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Jan. 28, 2025 On-Demand Webinar |
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We want to ensure that you as a retirement plan advisor are on top of what's new and upcoming in the retirement planning space, which is why we have our quarterly Fiduciary Hot Topics. Your plan sponsors may bring these topics up with you, but on this page, you will learn how to position these discussions with them and be prepared. This quarter's edition is straight out of the RPAG oven and features the IRS's 2025 Plan Limit increases, student loan matching guidance, disaster relief notices, changes to plan overpayments, as well as a couple of DOL updates. |