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  • How to Build a Repeatable Sales Process for 401(k) Plan Success

    Drive consistent growth for your retirement plan business by mastering a repeatable sales process. In this video, we share practical steps and proven strategies tailored to directors of retirement plans, helping you engage prospects, improve conversion rates, and scale your 401(k) services with confidence.

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    How Much Should I be Saving for Retirement?

    In this clip, Marshall and Ryan explore the critical topic of retirement savings, discussing recommended savings amounts and strategies tailored to individual circumstances.

  • What is a Target Date Fund?

    Marshall and Ryan discuss the definition of Target Date Funds. They then examine the benefits and drawbacks associated with these funds.

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    Should I be Using a Roth or Traditional 401(k)?

    Marshall, Director of Retirement Plans, along with financial advisor Ryan Campbell, examine the distinctions between contributing pre-tax dollars and Roth dollars to a 401(k) plan. Understanding the nuances of these contribution types is essential for effective retirement planning.

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    2024 FLSA Updates and Insights

    This video covers the 2024 updates to the Fair Labor Standards Act (FLSA) and their impact on your business. Learn about new minimum salary thresholds, overtime regulations, and compliance requirements. We'll highlight key aspects to help you stay compliant and ready to adapt to the new mandates.

  • HR Violations - Classification Issues

    Rachel and Marshall address the compliance issues that may arise within your business and provide actionable steps to manage them effectively. This segment is from the HR Insights Webinar.

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    What if your Business is not yet Ready for the Market?

    In this video, we explore essential strategies for businesses not yet ready to go to market. Discover how to assess your readiness, identify key milestones, and develop a roadmap for success. Learn about market research, refining your product or service, and building a strong business foundation. Don't miss these crucial insights to prepare your business for a successful launch.

  • Tips For a Successful Business Sale

    Discover essential tips for a successful business sale in our latest video. Learn how to prepare your business for sale, increase its value, and navigate the negotiation process. Whether you're a seasoned entrepreneur or a first-time seller, these expert insights will guide you through the critical steps to ensure a smooth transition and maximize your return. Don't miss out on the strategies that can lead to a successful and profitable sale.