Written by Matt on August 25, 2010 – 7:05 pm
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It’s Pension Season 2010! |
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Every plan in existence needs to be reviewed to see if it’s the best design for the owner.
Every business without a plan needs to explore their options. It may be costing them money not having a plan.
Establishment of a new plan must take place by December 31st for most businesses (October 1st for Safe Harbor 401k)
But what do you say to get the prospect’s attention? Click “More Info” for a simple sales talk that will work for 401(k) plans as well as pension plans. Your goal is simply to make the owner aware that there are new rules for small business retirement plans and greater opportunities now exist. All you need to obtain is a census of the employees to get started. |
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Your goal is to obtain a census for the group. |
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Take advantage of pension season NOW!
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