Webinar Registration

State Run Retirement Plans and Small Business Owners

Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, April, 26

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Andrea Feirstein

Managing Director AKF Consulting

Ellen Breslow

Senior Consultant AKF Consulting

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

State-run Retirement Programs are relatively new in the small business retirement marketplace, but they are growing fast. Today, we see 16 approved programs across 14 States and two cities, and at least 46 states that have either implemented or considered State-run Retirement Program initiatives since 2012. Along with establishing these programs, most states will now require that all businesses set up a retirement plan within a specified time frame.

Learn the answers to these questions and more about how these retirement programs may impact your clients from Andrea Feirstein, Managing Director, and Ellen Breslow, Senior Consultant at AKF Consulting, the Program Consultant to State-run Retirement Programs in California, Colorado, Connecticut, Illinois, Maryland and Virginia and a leading Municipal Advisor to 529 and ABLE Programs nationwide.

This webinar will address important questions and considerations:

Why are States creating these programs?
Does this impact employees that already participate in a retirement plan?
What can small business owners expect when considering retirement options for their employees, and how can these programs help?
If you live in a state with an active program, what do you need to know?
What is the time frame for action for employers and for employees?

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.