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9/12/23 Optimizing Employee Health Benefits: The Crumdale Approach
As the healthcare industry continues to evolve, navigating the complex market can be taxing. Crumdale Partners' Franklin Health provides unique assistance by driving down the cost curve on employer benefits with no disruption to their employees. Broaden your understanding from The Siekmann Company Benefits Consultant Jim Organ and Crumdale Partners Sales Director Scott Brendamour as they discuss how to reduce health plan costs without having to navigate the complex market or shift costs to employees. Discussion topics will include: - Bundled vs unbundled - Specialty solutions - Success stories
6/13/23 Unveiling the Insights: Plan Sponsor Attitudes Survey
Supporting plan sponsors and their employees has become more complex than ever before. Fidelity Investments conducted their 14th annual Plan Sponsor Attitudes Survey to better understand the perspectives, behaviors and preferences of plan sponsors, as well as enhance 401(k) plans to attract and retain top talent. Expand your knowledge by listening to The Siekmann Company and Fidelity Investments as they reveal insights and current trends to help advisors align their business approach to timely client needs, including: • Increasing Expectations for Retirement Plan Advisors • Plan Design Changes Improving Retirement Readiness • Investment Menu Insights • Beyond the Retirement Plan • Sponsors Define Ideal Recordkeeping Relationship
3/14/23 SECURE 2.0 Act: Did You Know?
On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 as a part of the larger federal funding omnibus bill. This legislation is a meaningful step for the retirement security of all Americans to help improve individual's ability to save for retirement, expand access to retirement plans, and ease plan administration for employers. Get a head of the curve in 2023 and listen to The Siekmann Company’s President Aaron Siekmann and T.Rowe Price's Senior Retirement Strategist Michael Doshier for an interactive learning experience as they share key provisions, additions, and enhancements made to the SECURE ACT, including: - Significant expansion of startup tax credits for new plans - Introduction of the ‘Roth Match’ - Increases and updates to catch-up provisions - Changes involving student loan payments, disaster relief, and emergency savings
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