How to sell 401k plans
Voya Financial – Bill Hayward (15 years selling retirement plans)
• Why sell retirement plans?
• Where to prospect for plans?
• Resources to help you sell
Plan Design Consultants – Chad Johansen
• CalSavers vs SIMPLE IRA vs 401(k) - What you need to know
• Understanding how to represent retirement plan tax savings to a business owner
• How to leverage your 401(k) team
Partner & Director of Consulting
Plan Design Consultants, Inc.
P: (650) 425-7914
Bill Hayward, MBA
Regional Vice President