Practical and Tactical Actions for Small Business Owners

TRA [The Retirement Advantage]

SECURE Act 2.0 gives small business owners exciting new tactics and strategies designed to help them achieve business goals as well as retirement savings objectives for themselves and their employees. Attend this seminar to learn how to use qualified retirement plans and executive compensation arrangements to increase retirement income security. The session will also cover new retirement plan design options and enhanced tax credits available as a result of law changes, plus learn how implementing a plan governance process can help mitigate fiduciary liability.

Learning Objectives:

• Use retirement plans to achieve business goals.
• Understand key provisions of SECURE Acts 1.0 and 2.0 affecting retirement plans.
• Learn the elements of a plan governance process.
• Identify popular executive compensation arrangements.
• Consider financial wellness programs for employees.

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