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Our team works with a wide range of clients that each use a variety of plan design elements to engage their workforce. This 30-minute webinar, hosted by our advisor Gina Buchholz, dives into creative vesting schedules and match formulas, automatic features, Safe Harbor Arrangements, profit sharing, and what's to come with the new SECURE 2.0 provisions.
Phone: (952) 835-4485
Address: 7400 Metro Boulevard Suite #213 Edina, MN 55439
Email: jessica@401kplanprofessionals.com
Securities offered through LPL Financial, member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners (GRP), a registered investment advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, GA, IA, IL, IN, KY, MA, MN, NC, ND, NV, NY, OH, OR, PA, TX, WA, WI and WV.