State Retirement Mandates: Understand the Considerations for Businesses

Broadridge

State retirement mandates will affect about half the small businesses in the U.S. by 2025. We will discuss the important details about these programs, the similarities and differences from state to state, and the consequences for employers. We will compare state plans to private options and walk through your role in helping your clients navigate these requirements.

Learning Objectives:

By the end of the session, attendees will be able to…

1. Understand the common elements of state secure choice plans.
2. Identify important and unique elements of state plans.
3. Effectively compare state plans to a 401(k).
4. Know how to help clients navigate their retirement options.

More Information, How to Register