LegalAugust 19, 2020

Deminar: Defined Benefit Proposal

Join us for a demo of our new Defined Benefit Proposal module launched Fall 2020. We will showcase the creation of defined benefit & combo plan proposals as well as the reports that can be generated. We will also preview the full Defined Benefit Valuation software.

In addition, Charles Brown, FCA, MSEA, QPA, QKA, President at A&P Consulting Services, Inc. will explain how to leverage defined benefit plans to fully take advantage of the new SECURE Act sales strategies, such as post year-end plan adoptions and safe harbor redesigns.

Featured Speakers

Charles Brown, FCA, MSEA, QPA, QKA

Joseph Kleinrichert
Senior Technology Project & Program Manager for 
Wolters Kluwer Legal & Regulatory 

To view the webinar replay, please click the link below and complete the information. You will receive an email with a link to the webinar

Watch Now
Explore related topics
Back To Top