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State Mandate Fireside Chat Webinar

Mark Fowler Headshot

Marc Fowler

Director of Retirement Education

How are your clients preparing for looming state retirement mandates? 

On March 30, 2023, at 10am EST, we’ll be hosting a 45-minute State Mandate Fireside Chat webinar. We will be diving into legislation status and updates for New York, New Jersey, Connecticut, and Maine.

The webinar will consist of:

  • A brief presentation on legislation status, program details and deadlines, plus updates on the SECURE Act 2.0
  • A Q&A with panel members:
    • Christopher Didio - Managing Partner at Dannible & McKee
    • Jim Reynold - COO at Excel Wealth Management LLC
    • Mike Lucco - CEO at Excel Wealth Management LLC
    • Lea Smith - ERISA Specialist at Human Interest

You’ll learn how to help your clients navigate the mandates and what they need to do to stay compliant. 

*Note: This webinar is geared towards Financial Advisors, CPAs, Benefit Brokers.

WEBINAR DATE:

  • Thursday, March 30th - 10-10:45AM EST

401(k)s aren’t expensive anymore

Let us take the hassle out of the day-to-day operations of managing your 401(k). We will create employee accounts, process contributions every pay period and sync them with your payroll provider, and ensure that compliance testing and paperwork is completely taken care of.