Small business owners underutilize 401(k) plans—mostly due to cost, confusion, and limited resources. That’s why these owners need the guidance of their accountant advisors. A modern-day 401(k) can be a low-cost, easy-to-navigate solution and now comes with increased tax benefits thanks to recent tax law changes.

Join this informative one-hour webinar to hear our 401(k) expert share her experiences helping SMBs develop their ideal 401(k) plans in a changing tax and regulatory environment. You’ll also learn about IRS nondiscrimination testing and how a Safe Harbor 401(k) plan might be a better option for your clients.

Learning Objectives:

• Define a 401(k) plan and learn how to introduce it to your small business clients


• Identify 401(k) tax advantages


• Define nondiscrimination testing and identify Safe Harbor 401(k) plans


• Evaluate state-mandated IRA programs and how Safe Harbor 401(k) plans can be a potential alternative