Introduction to the NATE Member Retirement Benefit

Retirement Benefit Webinar

On Wednesday, October 6, 2021, presenters Jim “JW” Waggoner, Partner, VisionPoint Advisory Group, Tim Thurston, Vice President, VisionPoint Advisory Group, and Bo Woodall, Regional Director, Newport Group, conducted a live NATE webinar titled “Introduction to the NATE Member Retirement Benefit”.

This webinar provided an overview of the new NATE Retirement Benefit and the TrueCourse 401(k) Pooled Employer Plan and how it can allow NATE member companies to offer highly customized retirement plan benefits for their employees.

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NATE Retirement Benefit Overview – October 2021

Retirement Benefit Logos

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