Dialogues with Definiti: Valuable Conversations
Feb 24 | 12:00 pm – 1:00 pm |
Conversations on Plan Design: QACAs, Coverage Requirements and After-Tax Contributions
When designing a successful retirement plan, it’s important to consider certain features including Qualified Automatic Contribution Arrangements (QACAs), coverage requirements and after-tax contributions. In this Dialogues with Definiti webinar, Tom Ditzer, Regional Sales Director, covers several of the valuable conversations you should have with plan sponsors during the initial plan design phase.
Regional Sales Director
Tom is the Regional Sales Director for Definiti, covering opportunities in Missouri, Kansas, Arkansas, Oklahoma, Louisiana, Texas, and New Mexico. He’s ready to discuss any and all 401(k), Profit-Sharing and Cash Balance plan provisions available under ERISA with clients. He also supports business partners and clients with investment recordkeeper discussions, overall cost competitiveness, enrollment meetings and other ERISA best practices. A skilled and proven retirement sales leader, Tom compensates for his failed hockey career by using large words that he just discovered that morning.