WEBINAR – Selling Cash Balance Plans in 2018

On Wednesday, October 3, 2018, TRA will be hosting an exclusive webinar where you will learn how to take advantage of one of the fastest growing sectors in the retirement plan market.

TRA will share key insights on cash balance market trends and how to sell these plans.

Learning Objectives:
  • Growth of Cash Balance plans in the retirement market
  • Qualifying candidates
  • 2017 Tax Cut and Jobs Act impact on Cash Balance plans
  • Selling tactics and deadlines for 2018-2019 selling season
When: October 3, 2018 – 1:00 PM – 1:45 PM CDT
Topic: Cash Balance Plans
Presenting: John Markley, FSPA, CPC – Director of Industry Relations

Radu Dragan, QPA, QKA – Relationship Manager

Space is limited

Feel free to invite your favorite CPA’s. 

Click Here To Register


Consider TRA's 3(16) Fiduciary Services & Plan Administration

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.