It's a New Plan Year - The Process of Aligning your Service Professionals

You know the drill—plan year transitions can either run like clockwork or turn into a chaotic game of "who's handling that?"

This practical session cuts through the confusion. We'll show you how to orchestrate seamless year-end planning calls that get your TPA, CPA, Trustee, and Valuation Firm on the same page from day one. No more missed deadlines. No more finger-pointing. Just clear accountability and smooth execution.

Walk away with:

• A proven framework for defining roles and responsibilities across your service team
• Your own customized annual timeline that keeps everyone aligned
• Confidence in the complete process—from kickoff to final filing

Whether you're a seasoned pro looking to tighten your coordination or new to the retirement plan space, you'll gain practical tools you can implement immediately. Because when your service providers work in sync, your plan year runs better—and so does your practice.