We are excited to invite you to our upcoming workshop where we will discuss
Business Retirement Plan Trends for 2021
Join SSA for a complimentary webinar with guest speaker Tom Burns, President of Premier Plan Consultants. Premier Plan Consultants works closely with business owners and their financial partners to develop strategic business retirement plan designs to meet the specific benefit goals of each unique company. Our interactive webinar will focus on what employers need to know about CalSavers (CA mandated retirement plan). Additionally, we will discuss retirement plan strategies to attract and retain top talent as well as advanced tax plan design options for profitable small businesses.
Join us on Tuesday, May 11th from 10:00am-11am via zoom. Please register using this link
Top takeaways from this workshop:
- CalSavers- What you need to know
- Eligibility Requirements
- Compliance Deadlines
- Employer Responsibilities
2. Plan Design Strategies
- Safe Harbor design to maximize contributions.
- Automatic Enrollment- is this right for your company?
- Employer Contributions- Maximize benefits and employee retention.
3. Advanced Plan Design
- Cash Balance Plan Overview
- How to use your business retirement plan for substantial tax savings and wealth retention.
