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

mark.palmini@plandesign.com

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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