Help your clients with strategies that deliver real tax savings!
Join us on for Transform Retroactive Plans into Tax Savings: Proven Strategies, an insightful session led by industry experts Charles Brown, Actuarial Director; Joseph Kleinrichert, Lead Technology Product Manager; Holly Roussel, Associate Director of Product Design & Compliance; and Katie Heemskerk, Technology Product Manager.
Together, they’ll walk you through how strategic plan design—401(k), Profit Sharing, and Cash Balance—can unlock significant deductions and strengthen retirement plans. You’ll also see how ftwilliam.com’s software makes implementing these strategies simple and efficient, so you can provide exceptional service with confidence.
Watch the replay to uncover proven strategies to turn retroactive plan implementation into a powerful advantage, maximizing tax savings and delivering superior outcomes for your clients.
CE Credit: 1 ASPPA/NIPA