Sep 6, 2017
The tax-exempt retirement plan market is large and widely underserved. In the U.S., there are tens of thousands of health care and social services organizations, governments, churches, and private education institutions that need access to good advice when it comes to retirement plans. For advisors who already have the knowledge and skills of working with other types of retirement plans, getting started is easy.
In this episode, we’re celebrating National 401(k) Day with Kevin Kidwell of OneAmerica. We’ll discuss what it’s like to transform nonprofit retirement strategies, how to get started in the area and, most importantly, how to ensure that a partnership with you will allow your non-profit clients to focus on the work that matters.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/finding-opportunities-in-403b-and-other-tax-exempt-plans/.