There’s no place more critical to solving the retirement plan coverage gap than small business – but what’s the trick to serving them profitably?
It’s no surprise that small business plan sponsors need your help more than ever. Particularly in a robust economy, these employers need to offer plans to attract and retain quality employees in this competitive environment, and they often lack the support of a full Human Resources team (or individual) to manage the benefits.
That’s a big gap for advisors to fill – but a great opportunity to help mold and refine the design of the plan(s) – and the SECURE Act has some new incentives. But is it possible to do all of this for these employers and do it with an eye to your organization’s bottom line?
The short answer is – yes!
At the 2020 NAPA 401(k) Summit, Kristi Baker, Managing Partner for CSi Advisory Services and President of Compensation Systems, Inc. and Patrick Rieck, VP Product, Retirement and Private Wealth, HUB International will help you see not only the importance and impact of serving this marketplace, but give you actionable ideas on ways to do it efficiently and effectively all while delivering quality consulting to the plans.
You’ll learn:
- How to gain economies of scale serving the small plan market
- How to leverage recordkeepers and DCIO partners to better serve this marketplace
And they’ll share real life examples on ways these plans are being supported effectively today.
Serving the small plan market is important to our industry. Come learn how to do this (more) effectively so you can help support this important segment of the market.
The 2020 NAPA 401(k) Summit – you can’t afford to miss it.
Check out the agenda at https://napasummit.org/schedule/
And register TODAY at https://napasummit.org.
