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Daybright Financial
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Retirement Plan Consultant

July Business Services
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Relationship Manager

Retirement Plan Consultants
(Urbandale IA / Hybrid)

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Retirement Plan Administrator

Strongpoint Partners
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BPAS
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DC Retirement Plan Administrator

Michigan Pension & Actuarial Services, LLC
(Farmington MI / Hybrid)

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Combo Retirement Plan Administrator

Strongpoint Partners
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Cash Balance/ Defined Benefit Plan Administrator

Steidle Pension Solutions, LLC
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Managing Director - Operations, Benefits

Daybright Financial
(Remote / CT / MA / NJ / NY / PA / Hybrid)

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Internal Sales Consultant

EPIC RPS
(Remote / Norwich NY)

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3(16) Fiduciary Analyst

Anchor 3(16) Fiduciary Solutions
(Remote / Wexford PA)

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Senior Compliance Analyst

MVP Plan Administrators, Inc.
(Remote)

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Distribution Reviewer

Nova 401(k) Associates
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Retirement Plan Administration Consultant

Blue Ridge Associates
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Mergers & Acquisition Specialist

Compass
(Remote / Stratham NH / Hybrid)

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Relationship Manager

Compass
(Remote / Stratham NH / Hybrid)

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ESOP Administration Consultant

Blue Ridge Associates
(Remote)

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

Practical and Tactical Actions for Small Business Owners

TRA [The Retirement Advantage]

Mar. 19, 2025
On-Demand
Webinar

SECURE Act 2.0 gives small business owners exciting new tactics and strategies designed to help them achieve business goals as well as retirement savings objectives for themselves and their employees. Attend this seminar to learn how to use qualified retirement plans and executive compensation arrangements to increase retirement income security. The session will also cover new retirement plan design options and enhanced tax credits available as a result of law changes, plus learn how implementing a plan governance process can help mitigate fiduciary liability.  

Learning Objectives: 

  • Use retirement plans to achieve business goals.
  • Understand key provisions of SECURE Acts 1.0 and 2.0 affecting retirement plans.  
  • Learn the elements of a plan governance process.
  • Identify popular executive compensation arrangements.
  • Consider financial wellness programs for employees.
     

More Information, How to Register