SECURE Act 2.0 Action Plan: Introducing Retirement Plans Simplified
Date: September 7, 2023
Time: 2:00 pm - 2:30 pm EST
SECURE Act 2.0 tax credit benefits and various state mandates have created an avenue for advisors to expand their services within the small retirement plan market. Join this webinar to see how with Retirement Plans Simplified.
Retirement Plans Simplified is a turnkey solution brought to you by Paychex and Broadridge. Designed to empower advisors, the platform comes with the tools, analytics, and investment options needed to effortlessly manage small and startup plans.
This webinar will serve as an introduction to the ease and flexibility of the solution. You’ll get to know key features of the solution such as rapid plan setup, an extensive fund universe, efficient advisor compensation, and more. Register now to learn how you can seize the opportunity.
*This webinar is not eligible for continuing education (CE) credit.
