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NAPA/NTSA ERISA 403(b) Advisor Conference: GS5 Plan Sponsor Panel
Topic
General Principles of Financial Planning
Program ID
338301
Hours
1.5
Format
Live / Conference Session
Complexity
Intermediate
Description
We hear a lot about what plan sponsors should want, but what’s most meaningful to them?
Join us for an insightful session featuring a panel of 403(b) plan sponsors from various
segments of the not-for-profit community as they share their thoughts, priorities, and
challenges in operating their retirement plans and the critical factors that form and
influence their opinions and decision-making.
This session is intended to provide perspectives that can help you to anticipate and address your client’s challenges and priorities; ultimately leading to stronger client relationships and business success.
Learning Objectives
We hear a lot about what plan sponsors should want, but what’s most meaningful to them?
Join us for an insightful session featuring a panel of 403(b) plan sponsors from various
segments of the not-for-profit community as they share their thoughts, priorities, and
challenges in operating their retirement plans and the critical factors that form and
influence their opinions and decision-making.
This session is intended to provide perspectives that can help you to anticipate and address your client’s challenges and priorities; ultimately leading to stronger client relationships and business success.