Details
Tuesday, August 10 | 2 pm - 3:00 pm ET
1 CPE credit
Speakers:
Thad Inge, Senior Manager Government Relations,
Paychex, Inc.
Based in Washington, D.C., Thad works closely with Congress, the Executive Branch, trade associations and public policy organizations to monitor and advance policies of importance to Paychex and its customers. He also worked for the Small Business Administration in congressional and legislative affairs.
Kevin Drucker, Manager, Regional Retirement Services,
Paychex, Inc.
Kevin has more than 15 years of experience working in defined contribution plan industry. He currently holds FINRA Series 6, 7, and 63 licenses.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act provides businesses a major recruitment tool and an enhanced tax credit offering. The bill is the most significant retirement savings reform legislation in nearly 15 years, and relieves many of the hurdles facing small-business owners who put off starting a retirement plan due to start-up costs, administration, and compliance requirements.
Attend this webinar and learn about the details of the bill including the proposed SECURE Act 2.0 that provides further incentives that could impact retirement plans. The information gained provides a tremendous opportunity to educate your clients on the latest retirement legislation and tax strategies to help them and their employees save more for tomorrow, reduce today’s tax liability, and accelerate long-term financial goals and security.
Objectives:
- Review the provisions of the SECURE Act including the proposed SECURE Act 2.0 providing further retirement incentives
- Highlight the power of Pooled Employer Plans (PEP) and the new PEP “merger” advantages
- Discuss and compare the latest retirement strategies and advantages including 401(k) safe harbor plans, and back-dated profit sharing plans
- Highlight consultative opportunities and solutions to help you and your clients maximize retirement security
Delivery Method: Group Internet-based
Prerequisite: None
Field of Study: Specialized Knowledge
Preparation: None
Level of Knowledge: Basic
This webinar is complimentary. For more information regarding administrative policies such as complaint or cancellation, please email [email protected].
Paychex is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
About Presenter's Name
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Vestibulum eget tincidunt libero. Curabitur aliquet egestas leo. Donec vel mauris nibh. Aliquam volutpat placerat eros, at egestas risus ullamcorper vel. Quisque malesuada diam ac augue euismod, sed tempor ligula placerat.
Mauris pretium condimentum enim non venenatis. Cras interdum laoreet semper. Morbi eget enim
EDIT ME. Vestibulum eget tincidunt libero. Curabitur aliquet egestas leo. Donec vel mauris nibh. Aliquam volutpat placerat eros, at egestas risus ullamcorper vel. Quisque malesuada diam ac augue euismod, sed tempor ligula placerat. Mauris pretium condimentum enim non venenatis. Cras interdum laoreet semper. Morbi eget enim