Date and Time:
Tuesday, Apr 27, 2021: 03:10 PM
Leveraging JULY’s Technology Resources: 3(16) & Enrollment
You May Also Like…
Mastering the Boardroom | Strategies for Conducting Effective Retirement Plan Committee Meetings
March 29, 2024
Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.
JULY & GSM | Yes, You Can Do Video – And You Should!
February 28, 2024
Alan Gross with GSM shares helpful considerations when adding video to your advisory practice marketing mix.
Mid-Year Conversion of a SIMPLE IRA to a 401(k)
Secure 2.0 had many changes to retirement plans. Another one that we need to talk about is the option to terminate a SIMPLE plan mid-year if we adopt a Safe Harbor plan to replace it.