My CT Savings - What you need to know
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 ® 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?