Opportunity in the SMB Market with Principal Financial Group’s Sean Jordan

Opportunity in the SMB Market with Principal Financial Group’s Sean Jordan

14:342024-10-24

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The small to mid-size business retirement plan market is a key growth opportunity for advisors who are looking to expand their client base and provide much-needed benefit solutions to a traditionally underserved segment.With all the new tax incentives for startup plans and state mandates to either offer a plan or have employees opted-in to a state-run auto-IRA program, the time has never been better to get smaller businesses on board with starting a plan—which can lead to additional opportuni...

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