A Look at State-Mandated Plans

2022 Definiti Academy
Advisor Track

State-mandated retirement plans could provide access to employer-sponsored Roth IRAs (or qualifying plans from private sector) for approximately 41 million American workers. We’ll review the states that are implementing these plans and discuss alternatives.

Rita Taylor-Rodriguez
National TPA Sales Director

Katie Sheliga
National Institutional Sales Director

Published On: November 11th, 2022Categories: Advisor Track, Definiti Academy, DRA-2022-AdvisorTrack, Webinar

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