Transamerica Retirement Services will host a webinar for financial advisors and consultants at 4:30 p.m. EST on Oct. 19, 2011. The discussion will focus on defined benefit and cash balance retirement plans and how to identify potential clients who may benefit from these types of plans.
"Many plan sponsors are simply not aware of defined benefit and cash balance retirement plan options," said Jason Crane, senior vice president and national sales director for Transamerica Retirement Services.
"This webinar will provide insightful commentary from independent, third party experts that can help both financial advisors and plan sponsors with their retirement plan programs. The financial advisor, along with a good third-party administrator, can be a powerful catalyst for business owners looking to offer competitive benefits to their employees. The webinar will offer valuable insight into defined benefit and cash balance plans, and how these plans can help financial advisors grow and keep retirement plan business."
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Defined benefit and cash balance retirement plans offer an opportunity for plan sponsors who want to increase contributions beyond the limitations allowed by traditional defined contribution plans. The webinar will touch on how these types of plans can work in conjunction with other company-sponsored retirement plans.
Industry experts Lorraine Dorsa and David Mountford will be the featured experts. Dorsa is an enrolled actuary and certified employee benefits specialist a fellow of the Conference of Consulting Actuaries and member of the American Academy of Actuaries and the American Society of Pension Professionals and Actuaries. Mountford is a certified retirement plan specialist and has 24 years of experience in the retirement plan marketplace. He specializes in sales and marketing training of retirement plans to financial consultants.
Financial advisors can register for the webinar by calling Transamerica at 888-401-5826 and selecting option 1, Monday-Friday, 9 a.m. to 7 p.m.
Transamerica Retirement Services Corporation designs customized retirement plan solutions to meet the unique needs of small- to mid-sized businesses.
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