SECURE 2.0 has passed, supercharging many of the previous provisions afforded under the original SECURE Act of 2019. With over 90 enhancements, this landmark legislation provides tremendous incentives for employers to offer a retirement plan to their employees. Including, up to 100% TAX CREDITS for newly established plans, credits for employer matching, and auto enrollment.
Additionally, If you already have a 401k plan, you’ll want to learn about some of the key enhancements and mandates that can be costly if overlooked. Those who may be on the cusp of becoming a large 5500 filer and those who are already there, will want to tune in to learn how they may avoid an ERISA 401k Annual Audit.
*Please attend our free webinar where we will delve into some of these key provisions and how our Multiple Employer 401k can help make offering a retirement plan a reality, provide maximum fiduciary protections, save administrative time, and in many cases, cost. *
Date
Tuesday, February 21st 2023
Time
2:00 p.m.-3:00 p.m.
Speakers
John R Heise,CFP®,CLU®,ChFC®,CLTC®,AIF®, Atlas Financial Group, LLC
Gina Alsdorf, AVP, Sr. Counsel ERISA, Lincoln Financial Distributors
Jim McCrory, Lincoln Financial Distributors
2023 RAM Member Engagement Survey
RAM represents your employment sector with public officials, the press and with consumers. In order for us to effectively represent the broad range of our membership, it is more important today than ever to fully understand the make up of our 4000 members. Please take a minute to fill out this important survey so that we can better support your business. Information collected in this Survey Monkey will help us better serve our members in a variety of public policy, leadership, education, services, resources, networking, and membership recruiting ways. Thanks so much for participating in this important membership survey.
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