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RETIREMENT PLAN DEADLINES
Topics:
Walking through the many deadlines that exist in the retirement plan space, and how each can present its own unique prospecting opportunity.
We'll be discussing the Secure Act's impact on the Safe Harbor Deadline, CalSavers, Simple IRA's, & 5500 due dates.
materials:
Presenters
Mark Palmini
Retirement Plan Consultant - Dad & Raider Fan
Plan Design Consultants, Inc.
Phone: 650-455-3008
linkedin.com/in/markpalmini
Angelo Cabral
Regional Vice President
John Hancock Retirement Plan Services
Phone: 925-357-0069
angelo_cabral@jhancock.com
Chris McDavid|
Regional Vice President
John Hancock Retirement Plan Services
877-346-8378, opt. 1, x 806248
Cell: 415-500-5972
Fax: 866-372-4997
cmcdavid@jhancock.com
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