Benefits with Benefits

Making 401(k) Plans Work for Your Business & Employees

THE SPEAKERS

PROBLEM
Many small business owners want to provide attractive retirement benefits to their employees, but there are challenges and barriers to setting up and administering 401(k) plans.

SOLUTION
The SECURE 2.0 Act offers sizable tax credits (up to $5,000 per year for 3 years) to cover your 401(k) plan's startup costs, with additional tax credits for employer contributions.

BENEFITS
Claiming tax credits and working with a registered investment advisor (RIA) can help small businesses save time and money on 401(k) plans, delivering value to your business and employees.

WHAT YOU’LL LEARN

The challenges of setting up and administering 401(k) plans:

  • Complexity and administrative burden

  • High costs

  • Lack of time and resources to educate employees

The benefits of offering 401(k) plans:

  • Attract and retain top talent

  • Improve employee morale and productivity

  • Reduce your company's tax liability

How the SECURE 2.0 Act and RIAs can help:

  • Tax credits for 401(k) startup costs

  • Tax credits for employer contributions

  • RIAs can step-in to reduce the owner’s burdens and responsibilities

  • RIAs can also help owners and employees navigate investment options to get the most out of the plan

Register now
to save your spot.

Date / October 4th, 2023
Time / 10:00 a.m. Central (CDT)