Episode 36 : 09/06/2017

Finding opportunities in 403(b) and other tax-exempt plans

banner-403b

Kevin Kidwell

VP, National Tax Exempt Sales
OneAmerica

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Finding opportunities in 403(b) and other tax-exempt plans: a conversation with OneAmerica’s Kevin Kidwell

The tax-exempt retirement plan market is large and widely underserved. In the U.S., there are tens of thousands of health care and social services organizations, governments, churches, and private education institutions that need access to good advice when it comes to retirement plans. For advisors who already have the knowledge and skills of working with other types of retirement plans, getting started is easy.

In this episode, we’re celebrating National 401(k) Day with Kevin Kidwell of OneAmerica. We’ll discuss what it’s like to transform nonprofit retirement strategies, how to get started in the area and, most importantly, how to ensure that a partnership with you will allow your non-profit clients to focus on the work that matters.

In this episode:

  • Why working with nonprofits is not an event, but more of an adventure
  • Opportunities for improving retirement plan outcomes – and bringing them into the 21st century
  • How to identify key contacts – and how their mindset is different than key contacts at companies
  • Steps to get started in the nonprofit financial planning world

 

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