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July Business Services
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Independent Retirement
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Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
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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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Actuary

The Pension Source
(Remote / Stuart FL / Abilene TX / Nashville TN)

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and Podcasts
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Callan's Retirement Conundrum

Callan

Nov. 16, 2023
On-Demand
Webinar

This webinar presents a provocative, yet simple, solution to today’s retirement conundrum—how best to help participants retire. During this discussion, representatives from Callan and October Three (a human resource and actuarial consulting firm) discuss how a small provision in SECURE 2.0 has paved the way for cash balance pension plans to meet retirement income needs.

More Information, How to Register