Innovative Retirement Plan Design Strategies

11:30 AM - 12:30 PM

If executed properly, plan design can become a differentiator amongst the crowd. Plan design can be used as a powerful tool for maximizing business owner contributions, reducing taxes and creating competitive advantages to retain and attract talent.

Expand your knowledge to speak confidently on plan design options that will help you meet plan sponsor goals, improve plan compliance and create meaningful opportunities for your clients’ employees.

Learning Objectives:

  • Retirement Plan industry trends
  • Maximizing owner contribution in a defined contribution plan
  • Introduction to Cash Balance Plans