Join a recent conversation I had with Theresa Conti, Senior Consultant with JULY Services, a national Third Party Administrator (TPA), who spent thirty years as a founder of her own firm, Sunwest Pensions before being successfully acquired in 2023.

We're talking Strategies for Establishing & Conducting Effective Retirement Plan Committee Meetings. The video is 35 minutes long, but chock full of vital knowledge about setting up, maintaining a committee and holding effective meetings.

#591671 July2024