|Vendor Solution Presentations|
"ING’s GROW Program"
This business-building program includes twelve actionable sales ideas which leverage ING tools and resources to help Advisors and TPAs looking to grow their business.
To be successful in the retirement plan market, Plan Consultants (Third Party Administrators) need a partner who can provide responsive service, offer a wide range of tools and services, industry leading communications and is committed to constantly strengthening relationships – that partner is John Hancock Retirement Plan Services. Hear about what John Hancock Retirement Plan Services is doing to make plan administration easier for Plan Consultants. This session will look at:
"ftwilliam.com Automation & Productivity Tools"
Learn how ftwilliam.com, a product line of Wolters Kluwer Law & Business, can help streamline and automate your daily plan administration duties. See demonstrations of the company's automation and productivity tools including: batch generation of amendments and annual notices, batch data conversion, upload and download features and workflow grids. Discuss the benefits of purchasing a web-based solution, including cost savings and low maintenance. The ftwilliam.com product line consists of plan document software (retirement, welfare and non-qualified), government forms software (5500, 1099, 5300) and defined contribution administration software. Get a "sneak peek" at our newly integrated portal module.
"New Power Behind Your Plans"
Learn about The Hartford’s Plan Access website and the robust capabilities available to participants, plan sponsors and TPAs! In this dynamic session, you will gain a better understanding of the various payroll options, automated features for loans and distributions, custom reports, vesting calculations and TPA fee deduction capabilities. You will also have an opportunity to interact with your peers and share helpful hints for efficient plan administration.
"What TPAs and Financial Advisors Need to Know About Plan Sponsor-level Fee Disclosure"
The presentation will provide a general overview of the new plan sponsor-level fee disclosure rules and their impact on TPAs and financial advisors. In addition, the discussion will include practical tips for structuring their service agreements with plan clients.
"Document Content, Generation & Management"
The AccuDraft EGTRRA document has been well-received by the industry because of its format and flexibility coupled with a common-sense delivery system. This format will be continued and enhanced for the next 6-year cycle. In this session, AccuDraft representatives will discuss: