The Tax-Exempt Market represents nearly one-fourth of the total defined contribution marketplace, yet 40% of these retirement plans are unadvised. Despite this disparity, data indicates tax-exempt organizations are more receptive to working with financial professionals, thus creating an opportunity for advisors to grow their retirement plan business. View this informative session as industry thought leaders and seasoned retirement plan practitioners share insights and tips to differentiate your practice and grow new revenue in the underserved tax-exempt retirement plan market.
During this session, you’ll hear about:
• Current trends and unique challenges plan sponsors face in this market
• Best practices advisors can implement to help solve for these challenges and win business
• Prospecting resources to uncover opportunities and position yourself for success
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