Financial Advisor ON DEMAND Webinar:

401(k) vs. State IRA: Strategies For Your Clients

On Demand | 25 mins

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About the Event

More than half of U.S. states have implemented or proposed laws that require businesses to offer an employee retirement plan. Employers can either participate in a state-run IRA program or adopt a plan from a private provider, typically a 401(k). Which is a better fit for your clients?

At this 30-minute webinar, we’ll discuss:

The difference between state IRAs and 401(k)s
Impact on your clients: state penalties for non-compliance
Why a 401k might be a better option
Strategic opportunities for advisors

About the Speaker

Ellie Pandina

Manager, Regional Retirement Wholesaler, Paychex

Ellie has been in the retirement plan industry for 18 years. She has experience in retirement plan implementation, relationship management, training, wholesaling, and sales leadership. In her current role, she manages a team responsible for building relationships with financial advisors and educating them on retirement plan strategies and Paychex retirement services.