About this Pre-Conference Roundtable
Delve into the evolving landscape of retirement planning, covering topics such as the importance of offering retirement benefits, recent legislative changes like the SECURE Act 2.0, and navigating state mandates. Learn how to integrate 401(k) effective plans into your firm's strategy, identify key considerations when selecting a 401(k) provider, address common challenges clients and firms face, and gain valuable talking points for client conversations.
During this Fireside Chat, We Will Discuss...
- Why offer retirement benefits
- How 401(k) can fit into your firm’s strategy
- What to look for in a 401(k)
- Challenges clients & firms see
