2009 Plan Adviser National Conference

Roberta Ufford, Mark Lofgren and Jeff Kroh will participate in the 2009 Plan Adviser National Conference on September 23rd - 25th in Orlando, FL.  Roberta will speak on a panel session titled, Keeping up with the DOL, which will explore what is happening under the new Administration in Washington for the retirement plan industry.  Mark's panel, Balancing Act, will explain how cash balance plans can allow employers to offer a DB plan with larger tax deductions and accelerated savings.  Jeff will present on a panel session titled, Deferred Gratification, and discuss how to make nonqualified deferred compensation plans part of your sales offerings.