Receive 1 hour of free CPE credit for participating in this live webinar
- Host: Patriot Software and Vestwell
- Date: July 12, 2023
- Time: 2 p.m. (ET)
Description: With the recent passage of new legislation known as “SECURE 2.0,” tax credits for small business owners are significantly larger, meaning they can essentially start their company retirement plan for free. Through Patriot’s partnership with Vestwell, we’ve created a webinar to help you learn about key tax benefits available to your clients, learn about upcoming deadlines to start a plan in 2023, and earn CPE credit.
Learning Objectives:
- Why setting up a 401(k) matters—tax credits and more
- The difference between traditional 401(k) plans and safe harbor plans
- Deadlines to start a plan in 2023
- Current state mandates
- How to get started
- Q&A session
Participants can earn 1.0 CPE credit for live attendance at the webinar. To be awarded the full credit, you must respond to three polling questions asked during the live program. Recorded versions of webinars are not eligible for CPE credit.
- Field of study: Specialized Knowledge
- Delivery Method: Group Internet Based
- Program Level: Basic
- Prerequisites: Basic knowledge of 401(k) plans
- Receive 1 hour of free CPE credit for participating in the live webinar.
Presented by:
Patriot Software’s mission is to make accounting and payroll fast, simple, and affordable for millions of American businesses and their accountants. Patriot offers award-winning online accounting software and payroll software nationwide. Patriot also has a Partner Program for accounting professionals that offers discounted pricing, consolidated billing, an umbrella login, and more.
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country. Vestwell is helping to close the savings gap by offering a flexible, cost-effective, modern solution to save for the critical aspects of life – retirement, education, and healthcare. Vestwell powers more than one million savers and 30,000 small businesses across the country.
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Tags: Benefits, Firm Management, Payroll
