WEBINAR: NOVEMBER 8TH- 9AM PT / 12PM ET
Scaling your retirement plan practice through
payroll integrations & partnerships.
Marc Fowler
Director of Retirement Education
Are you avoiding startup and small plan business due to potential administrative burdens and inefficiencies? Join us for a 45-minute webinar and learn how payroll integrations and partnerships can help you efficiently scale your practice into this space.
You’ll learn about:
- The retirement landscape today and what it means for getting in front of more clients.
- How payroll integration can help close the retirement gap.
- The types of payroll integrations.
- Leveraging partnerships to help grow your practice.
401(k)s aren’t expensive anymore
Let us take the hassle out of the day-to-day operations of managing your 401(k). We will create employee accounts, process contributions every pay period and sync them with your payroll provider, and ensure that compliance testing and paperwork is completely taken care of.