Date/Time
June 13, 2023
11:00 AM – 12:00 PM EDT
Location
Webinar
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 President Aaron Siekmann and Fidelity Investments VP of DCIO Sales Andrew Spahr as they reveal insights and current trends to help advisors align their business approach to timely client needs, 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
This webinar qualified for 1.0 hour of CPE based on Ohio CPE requirements.
*To be eligible for CPE credit you must have attended the live session of the webinar and have completed and submitted the required documentation.
Speakers
