Fully understanding all the benefits available to your clients through their company-sponsored retirement plan can be daunting. Let us help make it easier. Together we will identify important plan features, options and opportunities you may be overlooking. We want to help empower you with custom strategies to optimize your clients’ retirement planning to its fullest.
*Disclaimer: This recording is not eligible for Continuing Education Credits
Based in New York, Kate works with clients throughout the country, helping them develop effective plan designs, manage plan level modifications, and build employee awareness and appreciation for retirement programs.