Small business owners underutilize 401(k) plans—mostly due to cost, confusion, and limited resources. That’s why these owners need the guidance of their accountant advisors. A modern-day 401(k) or SEP IRA can be a low-cost, easy-to-navigate solution and now comes with increased tax benefits thanks to recent tax law changes.

Join this informative one-hour webinar to hear our 401(k) expert share her experiences helping SMBs develop their ideal 401(k) plans in a changing tax and regulatory environment. You’ll also learn how modern solutions bridge the access gap for small businesses to make a 401(k) more accessible for everyone involved. 

Learning Objectives:

• Define a 401(k) plan and learn how to introduce it to your small business clients


• Define and take a deeper dive into the SECURE Act and tax savings


• Identify other 401(k) tax advantages


• Identify compliance testing considerations heading into the end of the year