• Free Newsletters
  • Free Seminars and Podcasts from Industry Experts
  • Free Online Content and More

How to Profit from Selling Small Retirement Plans

Available On-Demand
Date held: April 29, 2010, 2pm ET / 11am PT
Presented By: Employee Benefit Adviser
¦

Many brokers avoid selling retirement plans to plan sponsors with less than $20 million in assets due to the high costs associated with recordkeeping, fund selection, participant communications and other administrative tasks.

Please join us for a panel discussion on how you can tap into this large, underserved market with a greater opportunity to improve profits without sacrificing efficiency.

Speaking panel:

  • Tim McCabe, Senior Vice President of Sales and Service, Stadion Money Management
  • Mike Ziccardi, National Sales Director – Retirement Plan Division, Mutual of Omaha

Sponsored by:

Sponsorship Image