Live Webinar:
Retirement 2024: Small Plan Trends for Advisors
May 15, 2024, 2 p.m. ET Reserve your seat today
Note: This webinar is not eligible for CPE or IRS CE credit.
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About the Event
What’s the outlook for small business retirement in 2024? Spoiler alert: small businesses with less than 50 employees are adopting retirement plans more than ever before. That’s what we learned from a new survey of small business retirement trends. We’ll share those insights in this webinar, and talk about strategies for leveraging the growing small-plan market for your firm. You’ll learn about:
- Insights from our 2024 survey, “The Road to Retirement: A Paychex Special Report’”
- The SECURE Act: tax credits and expanded eligibility for small businesses
- The impact of state retirement mandates Leveraging new opportunities to expand your client base and cross-sell services
About the Speaker
Todd Hedges
Sr. Manager, National 401(k) Wholesale - Channel Retirement Plan Sales
Todd has had a long and successful career at Paychex, with a focus on retirement services sales. Throughout his tenure, he has held various sales and leadership positions, starting as a sales representative and working his way up to become a Sales Director and leader of the National Wholesaler and Advisor Channel Teams. He has been with the company for 30 years and has been involved in the launch and growth of the retirement services division. Todd’s experience and dedication to the company and industry are what drives him to help close the coverage gap and help American workers have the freedom to retire.
