Empower is ready to team up with Definiti to provide advisors with the resources you need to grow your book of business. Presenters share a couple of ideas on how Definiti is ready to help.

Often overlooked, and sometimes avoided, nonprofit plans may offer new opportunities to serve clients. Presenters share their insights and things to watch for with these plans.

Cash Balance plans are a great way to build retirement savings quickly. Not all clients are a fit, but this presentation dives into the details and shows examples of when it might be a great fit.

Better Together

There are some key differences between 401(k)s and 403(b)s. This session will show you the marketplace and give you opportunities to expand your Book of Business.

Learn more about Fidelity Retirement Edge, a recordkeeping solution for plans with $1M - $7M — it is advisor-sold and offers employees an exceptional retirement plan experience.

Data is the key to opening opportunities to increase participant engagement in your retirement plan. Meeting participants where they are encourages action.

Speaking with clients about MVAs can be difficult but there are options available. Help clients understand how these fees protect the principal investment and make higher interest crediting rates possible are good ways to start the conversation.

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.