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Event Date Wed Apr 20 EDT (about 1 month ago)
Location TBA
Region Americas

How do you maintain profitability as an advisor or TPA in the retirement plan market, especially the smaller end with so many time-consuming activities?

When can you afford to engage with a plan sponsor and with what level of service? This NIPA webcast will discuss strategies to recognize when to offer all of your services but also when you should only engage in most, some or even none of your services. The end result is to not take away from your bottom line but, rather, add to it.


2022 Speaker

Randy S. Fuss
CFP, Practice Management Coach