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IDC WIN Workplace Solutions – Maximizing Success with Group Savings Plans

April 23 EDT @1:00 pm - 2:00 pm

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Join us for an insightful webinar focused on Group Savings Plans.

We will explore key aspects of prospecting for group savings plan products and understand what employers seek from these plans. Gain valuable knowledge on crafting compelling proposals, review sample group plan reporting, and dive into investment fund offerings within a group plan. Additionally, we’ll discuss the new proposal requirements that can make your offerings more competitive and appealing to employers.

Whether you’re new to group savings plans or looking to refine your approach, this session is designed to provide you with the tools and strategies to succeed in this space.

1 CE credit under review (except QC) (You must sign in on time and stay logged in for the full presentation to receive your credit)

**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Details

Date:
April 23 EDT
Time:
1:00 pm - 2:00 pm
Event Category: