Skip to content

Understanding Retirement Legislation Today

Mark Fowler Headshot

Marc Fowler

Director of Retirement Education

As a business owner, there’s a lot on your mind already. Throw in the latest legislation and it can feel difficult to keep up with what you need to know. Join us for a webinar hosted by Marc Fowler, our Director of Retirement Education, where he’ll cover:

  • The current retirement landscape
  • Upcoming deadlines for state-mandated retirement plans
  • Eligible tax savings that could be up to $16,500* through the SECURE Act 2.0

To make it easy for you, we’re hosting the same webinar twice so you have options on timing. Can’t make it to either? Not to worry, we’ll send out the deck and recording afterward, just don’t forget to RSVP to receive all of the content.

WEBINAR DATES:

  • Thursday, March 16th - 10-10:30AM PT / 1-1:30PM ET
  • Wednesday March 29th - 8-8:30AM PT / 11-11:30AM ET

* Congress.gov, HB-2954, 2021

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.