"New Ideas" Learned According to Webinar Attendees:
"Scott provided a wealth of information on the relevant business owner retirement plans. Information was well presented and questions were clearly elaborated. The SECURE 2.0 Act start-up costs are a significant benefit to consider for past and future plans."
"Seeing the contribution numbers for cash balance plans was a great reminder."
"I learned that profiles can be created and plans can be assigned to those that fit into certain profiles."
Attendees Comments:
"New Ideas" Learned According to Webinar Attendees:
"Scott provided a wealth of information on the relevant business owner retirement plans. Information was well presented and questions were clearly elaborated. The SECURE 2.0 Act start-up costs are a significant benefit to consider for past and future plans."
"Seeing the contribution numbers for cash balance plans was a great reminder."
"I learned that profiles can be created and plans can be assigned to those that fit into certain profiles."