June 30: Growing Your Business with Pension Plans

Growing Your Business with Pension Plans

Growing Your Business with Pension Plans

Presented by: Milliman

Date and Time: June 30, 2021 3-4 PM EST


Chris GeddieRegional Sales Manager

Karen BeckhamPrincipal & DB Administration Leader

William StrangePrincipal and Consulting Actuary

Session Description:

While many companies have phased out traditional defined benefit (DB) plans in favor of defined contribution (DC) plans, the pension market is very much alive.

In this session, you’ll learn how to grow your business through targeting pension plans.  Milliman actuaries, administration and sales professionals will provide you with (1) a working knowledge of DB plans, (2) CFO and Finance door openers, (3) techniques to leverage DB to promote DC and Total Retirement Outsourcing (TRO) opportunities, and (4) strategies to expand into high net worth groups with Cash Balance Plans.                                      

According to December 2020 data from the Bureau of Labor Statistics, 39% of employees of employers with 500+ employees have access to a defined benefit plan.  This session will help you tap into this potentially unexplored market.

To register for this session please contact kconnole@retirementadvisor.com for an invitation