Many things have changed in 2020-2021, but we can still count on two guiding principles in the retirement plan business in 2022. First, many business owners and highly paid entrepreneurs are still looking for ways to lower their tax burdens. In fact, tax-saving strategies may be more important than ever before. At the same time, offering the most attractive benefits packages to the most valued employees gains greater significance as employers navigate the challenges of the COVID-19 pandemic crisis. That’s why now is the best time to start — or expand — your Cash Balance Plan business.
*Disclaimer: This recording is not eligible for Continuing Education Credits.
As the National Director of TPA Markets, Dave manages our TPA sales. His focus is to promote Pentegra as the “go-to” expert for 3(16) fiduciary outsourcing and TPA services, as well as a large case Multiple Employer Plan (MEP) partner for advisors and recordkeepers. He serves as a resource for the organization in expanding Pentegra’s TPA footprint and in working with our advisor-partners nationwide to market Pentegra’s unique fiduciary services platform.