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Taking Plan Design to New Heights

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Mary Read By Mary Read
Learn how to design effective qualified retirement plans that meet a plan sponsor’s objectives for the business and help improve employee financial wellness.

*Disclaimer: This recording is not eligible for Continuing Education Credits

Author

Mary Read
Mary Read

Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses.  Read is  a frequent speaker and contributor to financial industry publications, teaches  pension classes for financial professionals of major financial institutions,  and has been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400.   She is the National Director of Qualified Plan Marketing for Pentegra.