"Retirement Plans for All"

Presentation Overview:

New York State recently passed a law which will have wide-sweeping impact on local businesses. This new law mandates any business in New York State which has been open for at least 2 years, and has 10 or more FT/PT employees, must have a retirement plan in place like a 401(k) or SIMPLE IRA.

If not, the employer must enroll their employees in the state-run Secure Choice Savings Plan at a mandatory 3% contribution. The plan is a state-run Roth IRA program which employees must contribute to via payroll deductions.

Key Learning #1: Businesses which are affected MUST make a choice.

Key Learning #2: Businesses have options.

Key Learning #3: NYS will assess fees for non-compliance.

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I'm a Financial Advisor with over 20 years in the industry. I specialize in working with businesses (non-profit and for-profit) to set up and maintain retirement plans and benefits for their employees. I am passionate about using a foundation of education when I work with my clients because an educated person will make the best decision for themselves and their business. I am also a fiduciary, which means I ALWAYS put my client's needs first.

Note: Images from this event may be used for promotional purposes.

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SPECIAL NOTE: This will be a hybrid event where you can attend in-person or by Zoom.

To attend by Zoom, register and click the link above. You will be sent two (2) emails, one from RPCN and one from Zoom. Open the Zoom email to register (and Join) this event.

Contact us at helpdesk@rochesterconsultants.org if you experience any trouble registering for this event.

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This event is is also available In-Person in a pleasant conference room at the Al Sigl Center. Attending in-person is highly encouraged. For details and instructions, CLICK HERE.

COST: Free for members; $25.00 for non-members.

Spotlight your business! Sponsor a meeting. For details and to sign up, click on the Register button above.

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