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Retirement Plan Relationship Manager

ERISA Services Inc.
(Remote / Knoxville TN)

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Retirement Plan Consultant

July Business Services
(Remote)

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DC Plan Administrator

Heller Pension Associates, Inc.
(Remote / Hyde Park NY / Miami FL)

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Relationship Manager for Defined Contributions

Daybright Financial
(Remote)

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Retirement Plan Installation & Document Manager

Fringe Benefit Group
(Remote / Austin TX)

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ERISA Team Leader

July Business Services
(Remote)

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Retirement Plan Distribution Specialist

ERISA Services Inc.
(Remote)

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Retirement Compliance Consultant

Navia Benefit Solutions
(Remote / Fresno CA)

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Relationship Manager

EPIC RPS
(Remote)

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Retirement Plan Consultant

Sentinel Group
(Remote / Wakefield MA / Hybrid)

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Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

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Senior 401k Plan Administrator

FM International Services
(Huntington NY)

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Senior ERISA Compliance Analyst

Employee Fiduciary, LLC
(Remote)

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Compliance Specialist III

EPIC RPS
(Remote / Norwich NY)

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3(16) Fiduciary Analyst

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

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Relationship Manager/ Actuary

Daybright Financial
(Remote)

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Recordkeeping and TPA Relationship Manager

Daybright Financial
(Remote)

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Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

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Executive Assistant / Sales Support

M2B Retirement Consulting LLC
(Remote / Wexford PA)

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Actuarial Support

CalcAir
(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