Greg Bakke, President & CTO of Expand Financial, shares ways to build scale and simplicity into your practice with the help of a 3(38) fiduciary. Learn about the multi-faceted role of the 3(38) as well as ways to distinguish yourself as a plan advisor working alongside a 3(38) fiduciary.
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Secure 2.0 had many changes to retirement plans. Another one that we need to talk about is the option to terminate a SIMPLE plan mid-year if we adopt a Safe Harbor plan to replace it.
The related group rules apply when determining the ownership of entities and when those entities must be grouped together and treated as one employer for qualified plan purposes.
January 31, 2024
JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.