RMC Group will be an exhibitor at the 2023 NAPA 401(k) Summit on April 2-4 at the San Diego Convention Center. We will be showcasing PlanGen Pro, our web-based illustration system.
Stop by booth #706 in the exhibit hall to say hello to Tamara Middleton, VP of Pension Operations, and Jessica Hawn, Sales Support Manager for PlanGen Pro. Tamara and Jessica work in our brand-new office in Arizona. Click here to learn more about this new office on the Tech Park of University of Arizona.
This conference is for individuals who are committed to the retirement plan business. There are many topics that will be covered at this event including retirement income solutions, ROI for financial wellness, attracting and retaining talented employees, the pros and cons of managed accounts, how to win (and keep) business in a hybrid world, and so much more.
The NAPA 401(k) Summit is the nation’s largest conference for retirement plan advisors. It is also “the only industry convention that delivers actionable, unbiased content designed by advisors, for advisors” according to NAPA. To learn more about this conference, visit their website at napasummit.org.
PlanGen Pro is a web-based illustration system that enables advisors and plan administration professionals to prepare qualified retirement plan proposals for their clients in minutes. Visit the PlanGen Pro website to learn more at plangenpro.com.