Taking Care of Business Series

Impacts of the Secure Act 2.0 on Retirement Planning for Employers

Retirement planning can be a daunting task for employers, especially when selecting the right retirement plan for their business. In this discussion, Mike Bindas, Wealth Manager at Choice Wealth, will help employers understand the different types of retirement plans available and how to select the right plan for the size of their business. Mike will be joined by Pat Dolan, Senior Director of Retirement Solutions at Principal Financial Group. Together they will share insight into how to select the best retirement plan for your business and answer your questions. They will also cover the implications of the Secure Act 2.0, which has made several significant changes to retirement plans, and how these changes may impact employer retirement plans.

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Note: The views expressed by speakers or other third parties in Choice Bank webinars, events are those of the speaker or third-party and not, necessarily, of Choice Bank. Furthermore, the presentation of any material or information by a speaker or third party regarding any specific opinion, commercial product, process, or service by trade name, trademark, manufacturer, or otherwise, does not constitute or imply Choice Bank’s endorsement or recommendation of such opinion, process, service, item, or organization. Any such material or information presented by a speaker or third-party in any format at a Choice Bank event, without limitation, is for informational purposes only.