Deferring Compensation Planning Opportunities: Overview, Analysis, Sales Process & Administration
Date: April 4, 2024
Time: 2:00 pm - 3:00 pm EST
Attend this webinar to navigate the complexities of Nonqualified Deferred Compensation Plans and the strategic advantages and differences over traditional 401(k) plans. Learn how to approach key decision makers and ask the right questions to set up new Deferred Compensation Plans (DCPs), with an understanding of plan design options, funding options, and the critical role of plan administration. This session will also dive into the benefits of technology in plan administration, offering insights into optimizing Deferred Compensation strategies for both individual executives and organizations.
By the end of the session, attendees will be able to…
- Learn who to approach and how to open the conversation around deferred compensation plans.
- Obtain a knowledge of all the plan design options.
- Understand the options and value of funding.
- Learn the importance of plan administration and the value technology adds to your sales.
This webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
