My CT Savings - What you need to know

Description

Join us for an important session regarding the new mandate that will impact our small businesses.  If you have 5 or more employees, you must have a retirement plan in place for them.  Jump on the webinar to learn about when this will go into effect.

Our presenters will be Derek Mazzarella, CFP® of Gateway Financial and
Eric R. Judge, CFP^® of Edward Jones.

Topics and questions covered will include the following:

• Why was this law/mandate put in place?
• What employers are required to comply with the mandate?
• What are the deadlines for each employer group?
• What are the retirement plan option? (State plan vs 401k vs Simple IRA)
  • How do you determine which plan makes sense for you?
• What are the responsibilities for each employer if they join the CT Plan? 
• What are the fees for the employer and employee? 
• How are your employees impacted by this? 
• What does the plan investment lineup look like? 
• What are some potential items for employees to consider with the state plan?