3/14/23 Webinar Recap - SECURE 2.0 Act: Did You Know?
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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
12/13/22 401(k) Audits: Best Practices and Updates Webinar
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
Take Control of Your Health Benefits Costs
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