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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Independent Retirement
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EPIC RPS
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Director of Regulatory Operations and Compliance PCS Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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Stones River Consulting
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Regional Sales Director-Heartland July Business Services
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EPIC RPS
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Spectrum Pension Consultants (part of Daybright Financial)
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Director, Strategic Accounts and Channel Development July Business Services
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Revamping Retirement: The Business of Benefits with Bob TothCAPTRUST Financial Advisors |
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Mar. 29, 2021 On-Demand Webinar |
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Mike Webb chats with Bob Toth author of the popular Business of Benefits blog and founder of Toth Law and Applied Pension Professionals. With more than 35 years of experience practicing employee benefits law, Bob Toth is an expert to the experts - particularly in the areas of 403(b) plans and annuity products. Mike and Bob discuss the key to moving the needle on annuities, including how to effectively communicate the benefits of these products, the importance of pricing opaqueness, and how the SECURE act provision allowing portability may help address participant concerns. Bob also shares some of the new products being developed in the marketplace and explains why beer is essential to solving the annuity puzzle. |