Please join us for a FREE Lunch and Learn...
Are you in-secure about SECURE?
The laws governing the private sector retirement plan system changed drastically at the very end of 2022 and much guidance is still needed in many areas. If you are an employer that has never sponsored a retirement plan – come learn ways you can bring a benefit to you and your employees and receive MAJOR tax credits in the process. If you are an employer that currently sponsors a plan – come learn about some of the new opportunities that are becoming available to you as a plan sponsor.
This informative session is also geared toward anyone who works with an employer sponsored retirement plan. Whether you are in human resources, bookkeeping, accounting, financial planning, etc – if you have not been able to keep up with this fast-paced environment of recent law changes, then this lunch & learn will be beneficial to you. Guests will get some tips on plan design thinking and answers to their in-SECURE questions.
Are you in-secure about SECURE?
The laws governing the private sector retirement plan system changed drastically at the very end of 2022 and much guidance is still needed in many areas. If you are an employer that has never sponsored a retirement plan – come learn ways you can bring a benefit to you and your employees and receive MAJOR tax credits in the process. If you are an employer that currently sponsors a plan – come learn about some of the new opportunities that are becoming available to you as a plan sponsor.
This informative session is also geared toward anyone who works with an employer sponsored retirement plan. Whether you are in human resources, bookkeeping, accounting, financial planning, etc – if you have not been able to keep up with this fast-paced environment of recent law changes, then this lunch & learn will be beneficial to you. Guests will get some tips on plan design thinking and answers to their in-SECURE questions.