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The Power of the Small Plan
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About the Event
The market for small-asset and startup 401(k) plans is exploding and so are new opportunities for financial advisors. Experts from Paychex, ePlan Services, and Broadridge Retirement and Workplace will show you how a startup strategy can help:
- Expand your client base with a higher volume of plans
- Help you add value to your existing small-business clients
- Provide cross-sell opportunities for wealth services
Get ahead of this trend before your competitors do. Register for this free online event now.
About the Speakers
Tim Slavin
Senior Vice President-Retirement for Broadridge
Tim has helped grow the company into one of the top retirement service providers. He is on the Advisory Board of SPARK and IRI’s marketing group and has written articles for numerous industry publications.
Michael Nash
Channel Manager – Retirement, ePlan Services, a Paychex company
Mike joined ePlan in 2021, after spending eight years as a regional sales manager with Lincoln and six years with John Hancock. He uses his experience and knowledge to help plan sponsors create a stable retirement for themselves and their employees.
