Introduction to the NATE Member Retirement Benefit

Retirement Benefit 2nd Webinar Presenters

On Thursday, February 3, 2022 presenters Jim “JW” Waggoner, Partner, VisionPoint Advisory Group and Tim Thurston, Vice President, VisionPoint Advisory Group conducted a live NATE webinar titled “Introduction to the NATE Member Retirement Benefit”.

NATE, in partnership with VisionPoint Advisory Group and Newport, is proud to offer the TrueCourse 401K Pooled Employer Plan to the Association’s member companies. This innovative plan allows employers, particularly small businesses, to band together to offer highly customized retirement plans, achieve better pricing and reduce administrative burdens. The TrueCourse 401K Pooled Employer Plan is also an attractive benefit for NATE member companies to include as part of their employee compensation package that can play a key role in recruiting and retaining talented employees.

This webinar provided an overview of the NATE Retirement Benefit and the TrueCourse 401(k) Pooled Employer Plan.

View presentation.

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