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ENGAGE 2020


ENG201.13 - ENG201.13. The SECURE Act: A Game Changer For Retirement Plans


Jun 11, 2020 2:00pm ‐ Jun 11, 2020 2:50pm

Description

Summary:
Small-business owners secured a major recruitment tool and an enhanced tax credit offering with the passage of the Setting Every Community Up for Retirement (SECURE) Act. The bill is the most significant retirement savings reform legislation in nearly 15 years, and addresses 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 and why small businesses should put a retirement plan in place to take advantage of increased tax credits and other benefits of the act.

Learning Objectives:
  • Review the provisions of the Act
  • Discuss details on the new tax credits and how your clients can qualify for them
  • Highlight the advantages of a 401(k) plan and discuss tax strategies that can benefit your clients

Speaker(s):

  • Alex Valdez, Accredited Retirement Plan Consultant, Director, Retirement Plan Sales, Paychex
Category: Concurrent Session Online

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