SEK's Navigating 401(K) Plans: Options, Updates & Compliance Insights

Description

Join Cory Cuffley, Retirement Plans Manager at SEK, CPAs & Advisors, for an informative session designed to help business owners and administrators navigate retirement plan options, deadlines, and recent regulatory updates. Whether you currently have a plan in place or are considering starting one, this session will provide valuable insights to support your next steps.

Topics include:

1. Overview of various retirement plan options for businesses:

2. SEP, SIMPLE, 401(k), 403(b), 457

3. Plan establishment dates to know and key filing deadlines

4. Important SECURE 2.0 updates

5. Answers to your questions – submit at registration or during the webinar