Advisors’ Roundtable

With over 90 provisions on retirement plan savings, SECURE Act 2.0 makes it easier and more cost-effective for small businesses to offer a retirement plan. New plans can take advantage of start-up tax credits, and employers can realize additional tax credits on employee contributions. All these available tax credits add up. Making NOW the right time to start a new retirement plan!

Join us for this interactive Advisors’ Roundtable workshop to learn how the start-up tax credits and employer contribution tax credits can help your clients find big savings. During the breakout session, we’ll run real-world illustrations to show you exactly how much your clients can save when they start up a new retirement plan.

Sponsored by:

Register now to attend this free Advisors’ Roundtable live. It’s not recorded so don’t miss your chance to participate in the interactive workshop. See you there!

PRO TIP: Be sure to ask about Definiti Direct, our exclusive payroll integration service with TPA-oversight that moves payroll data seamlessly and securely back and forth for plans with connected payroll providers.

Come be a part of the conversation!