TECH TALK: 401K Basics with Guideline 401K

It is never to early or late to start saving for retirement. 401K, Safe Harbor, Secure 2.0 Tax Credits, there is so much to understand but we have you covered.

Join Debbie McNeany and Claire Huang from Guideline as they explain all the basics to help you and your clients.

During this Tech Talk they will be discussing :

• Define a 401(k) plan, it's tax advantages, recently introduced tax credits, and learn how to introduce it to your clients 
• Learn about a Safe Harbor plan and how it can significantly reduce admin work 
• Evaluate state-mandated IRA programs and how a tech-forward 401(k) might stack up

Register to join us live and get your questions answered at the Guideline Tech Talk on July 18th at 2pm EST! Recording will be sent to everyone that registers.  See you there!