The future of talent management and total rewards is changing. With the SECURE Act 2.0 now in effect, the field of plan design must keep pace with the ever-evolving employment landscape. There are a number of ways that can help you stay ahead of the competition, toward securing better outcomes for your workforce.
Our plan sponsor newsletter focuses on:
Total Rewards: Helping define and implement effective compensation strategies tailored to individual needs.
Plan Design: Developing 401(k) plans that meet key requirements while allowing employees to save effectively.
SECURE Act 2.0: Making sure your plans are up to date with the latest regulations for the upcoming 2024 year.
401K EXTRA | RETIRE YOUR WAY
Fran Gillis AIF, QPFC, PPC, CFWP
Lucas Gillis CPFA, CFWP
connect@401kextra.com
970-225-2001
About Your Local Colorado Retirement Advisors
At 401k Extra, we are passionate about providing solutions that:
— Help sponsors measurably improve their retirement plan success.
— Improve participant outcomes and retirement readiness.
— Help families achieve their financial and retirement goals efficiently and timely.
As 401k specialists, we can help you measure the health of your retirement plan and uncover potential opportunities. Get your free 401k analysis today.
Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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