Big Opportunities in Small Plans Market

2023 Definiti Academy – Fall
Advisor Track

Now may be a great time to pursue or revisit small business retirement plans. SECURE 2.0 has brought bigger tax credits and several new participant incentives, and state-mandated plans are falling short.

Robert Tonelli
National TPA Channel Director

Published On: November 17th, 2023Categories: Definiti Academy, DRA-FALL-2023-AdvisorTrack, Webinar

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