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

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

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

Does your employee benefit plan have 100 or more participants? If so, an annual audit report may be required when filing IRS Form 5500. While often considered an intimidating task, proper planning and document preparation can turn this time-consuming task into a streamlined, successful year-end audit. To ensure compliance, thereby minimizing risk to your employees and company, register to join GBQ’s Assurance Senior Manager Kristin Romaker and The Siekmann Company’s President Aaron Siekmann for an informal discussion as they share timely 401(k) audit guidance, including: - Recent developments for plan sponsors, including the 80-120 rule - 401(k) plan changes amid contribution limit increases - Tips to correct and avoid common audit reporting and disclosure matters

Providing medical insurance for your employees can be expensive and often leaves you with no control over what you buy. That's where The Siekmann Company and Roundstone's Captive Insurance can help. Our proactive approach to medical insurance provides solutions focusing on claims management and cost containment to improve outcomes and drive savings. Additionally, our solutions offer a risk-shifting element that makes this product less risky than traditional self-insurance. On average, a Roundstone client saves 20% annually compared to fully-insured costs over five years. 100% of employers with Captive Insurance save money, full-stop, and two-thirds of the clients will save enough over their initial four years to fully fund their fifth year of claims. Listen to The Siekmann Company's President Aaron Siekmann and Regional Practice Leader Kenny Fritz as they discuss the advantages of Roundstone's Captive Insurance, including: - Shared risk among a large group of like-minded employer - Plan design customization - Industry-leading claims reporting and analytics - Company and member cost savings

Every year we see today's workers struggle to manage their financial lives, making money a top source of financial stress. In 2021, forty-three million Americans had student loan debt and the U.S. student loan debt totaled $1.6 trillion as of March 31, 2021. While the COVID era put a pause on repayment of student loans, May 2022 marks the return of student loan repayment responsibilities and an opportunity for you to attract and retain talent. Listen to The Siekmann Company's President Aaron Siekmann and Business Development Director Sarah McLemore, as they discuss a unique opportunity to offer tax-free student loan repayment benefits through the SoFi at work platform.

Presented on December 14, 2021 A Health Savings Account (HSA) can be a powerful piece of a well-designed health care strategy. However, HSAs continue to be one of the tax code’s most underutilized wealth-building strategies. Listen to The Siekmann Company’s President Aaron Siekmann and Optum Financials' Vice President of Sales Joe Luscavage, as they discussed how HSA accounts function, as well as best practices and strategies to make the most out of your HSA account.

Presented on 9/14/21 While technology trends lead more businesses to conduct operations electronically, the prevalence of cyber hackers seeking access to plan assets and confidential employee information is dramatically increasing. As stewards and fiduciaries of your employee’s retirement and welfare plans, it’s critical to develop sound cybersecurity best practices to protect your employees and your business. Listen to our Information Technology Services Director Doug Davidson and The Siekmann Company’s President Aaron Siekmann as they discuss current cyber risks and best practices to mitigate future threats.