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Note: This webinar is not eligible for CPE or IRS CE credit.
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What’s the outlook for small business retirement in 2024? Spoiler alert: small businesses with less than 50 employees are adopting retirement plans more than ever before. That’s what we learned from a new survey of small business retirement trends. We’ll share those insights in this webinar, and talk about strategies for leveraging the growing small-plan market for your firm. You’ll learn about:
Sr. Manager, National 401(k) Wholesale - Channel Retirement Plan Sales
Todd has had a long and successful career at Paychex, with a focus on retirement services sales. Throughout his tenure, he has held various sales and leadership positions, starting as a sales representative and working his way up to become a Sales Director and leader of the National Wholesaler and Advisor Channel Teams. He has been with the company for 30 years and has been involved in the launch and growth of the retirement services division. Todd’s experience and dedication to the company and industry are what drives him to help close the coverage gap and help American workers have the freedom to retire.