SECURE Act Legislation Webinar

Wednesday, February 26
10:00 am - 10:30 am
Secure-act-image

New federal law changes retirement saving rules and taxes for workers

Find out how the SECURE Act will affect your company’s retirement plan

Join AWB and Integrity Financial on Wednesday, Feb. 26 for a special webinar covering a new law that may impact you or your business. The SECURE Act Legislation (Setting Every Community Up for Retirement Enhancement) is a comprehensive retirement and savings law that went into effect Jan. 1.

The Feb. 26 webinar, presented by Integrity Financial Principal Kristofer Gray, will give you an overview of the new law and how the most significant provisions could impact you and your business. Gray is a private wealth management and family certified financial planner. He specializes in family wealth and estate planning, private equity and alternative investments, family foundations, trust structures, family LLC planning, GRATs, and private placement life insurance contracts.

SECURE Act webinar topics covered include:
  • Tax Credits - significant increase and a reason to get a plan started.
  • Auto-enrollment - tax credits, as the DOL has seen good results from this arrangement.
  • MEP benefits - exemption from needing to prepare and file their 5500 that now has much stiffer penalties.
Cost:
  • Members | Free
  • Non-Members | $35